WMT icon

Walmart

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Shares
Change %
AAG
2026
Accordant Advisory Group
Maryland
$804K +$804K +13,368 New
NCFG
2027
New Century Financial Group
New Jersey
$803K +$67.2K +1,117 +9%
RZH
2028
Relyea Zuckerberg Hanson
Connecticut
$802K +$10.8K +180 +1%
HI
2029
Hendershot Investments
Virginia
$802K -$18.1K -300 -2%
WIC
2030
Wilkins Investment Counsel
Massachusetts
$799K +$553K +9,198 +225%
AWA
2031
Alta Wealth Advisors
Massachusetts
$798K +$1.63K +27 +0.2%
NP
2032
Nilsine Partners
Colorado
$798K -$53K -880 -6%
RMCM
2033
Reynders McVeigh Capital Management
Massachusetts
$798K -$82.5K -1,371 -9%
BCG
2034
Breakwater Capital Group
New Jersey
$795K +$158K +2,628 +25%
EFG
2035
Ethos Financial Group
Pennsylvania
$791K -$101K -1,664 -11%
CSB
2036
City State Bank
Iowa
$791K +$32.1K +534 +4%
CC
2037
Cadinha & Co
Hawaii
$790K
WW
2038
Waterfront Wealth
Kansas
$787K +$28.2K +468 +4%
CWM
2039
Cahaba Wealth Management
Georgia
$786K -$4.81K -80 -0.6%
FA
2040
Faithward Advisors
Pennsylvania
$786K +$353K +5,859 +81%
PWM
2041
Proathlete Wealth Management
Florida
$785K -$24.1K -401 -3%
CWM
2042
CCG Wealth Management
California
$785K +$460K +7,640 +141%
HDIM
2043
Hanson & Doremus Investment Management
Vermont
$784K +$7.94K +132 +1%
FFA
2044
Florida Financial Advisors
Florida
$784K -$23.3K -388 -3%
WC
2045
Weil Company
California
$783K +$343K +5,700 +78%
LA
2046
Legacy Advisors
Pennsylvania
$782K -$11.3K -188 -1%
FSA
2047
Fort Sheridan Advisors
Illinois
$782K +$104K +1,722 +15%
HCMG
2048
Howard Capital Management Group
California
$781K
VCM
2049
Violich Capital Management
California
$781K +$67.7K +1,125 +9%
CWS
2050
Cypress Wealth Services
California
$781K +$118K +1,968 +18%