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Walmart

3,285 hedge funds and large institutions have $188B invested in Walmart in 2024 Q2 according to their latest regulatory filings, with 249 funds opening new positions, 1,489 increasing their positions, 1,219 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,285
Holders Change
+103
Holders Change %
+3.24%
% of All Funds
47.77%
Holding in Top 10
149
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+41.9%
% of All Funds
2.17%
New
249
Increased
1,489
Reduced
1,219
Closed
95
Calls
$3.05B
Puts
$3.11B
Net Calls
-$61M
Net Calls Change
-$616M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
2026
WNY Asset Management
New York
$899K -$644K -9,517 -42%
KWM
2027
Koa Wealth Management
California
$898K -$609K -8,995 -40%
AWA
2028
Alta Wealth Advisors
Massachusetts
$898K -$203 -3 -0%
S
2029
Sunpointe
Missouri
$894K +$34.5K +509 +4%
VCP
2030
Verus Capital Partners
Arizona
$893K -$52.7K -779 -6%
LF
2031
Lee Financial
Texas
$892K +$28.7K +424 +3%
CWS
2032
Cypress Wealth Services
California
$892K +$13.6K +201 +2%
SCM
2033
Sirios Capital Management
Massachusetts
$892K +$66.1K +976 +8%
CWM
2034
CCG Wealth Management
California
$891K +$7.31K +108 +0.8%
Members Trust
2035
Members Trust
Florida
$888K -$28.3K -418 -3%
GG
2036
Gleason Group
Kentucky
$887K -$45.2K -667 -5%
PAS
2037
Point72 Asia (Singapore)
Singapore
$886K +$886K +13,085 New
ERIC
2038
Eagle Rock Investment Company
Georgia
$885K +$17.1K +253 +2%
WW
2039
Waterfront Wealth
Kansas
$885K +$948 +14 +0.1%
PWM
2040
Proathlete Wealth Management
Florida
$884K +$745 +11 +0.1%
JF
2041
JSF Financial
California
$882K +$882K +13,027 New
BFA
2042
Beaumont Financial Advisors
Massachusetts
$880K +$28.1K +415 +3%
WAL
2043
W Advisors LLC
Tennessee
$880K +$4.2K +62 +0.5%
VCM
2044
Violich Capital Management
California
$879K
HCMG
2045
Howard Capital Management Group
California
$879K
NCFG
2046
New Century Financial Group
New Jersey
$879K -$24.9K -367 -3%
WI
2047
WrapManager Inc
California
$878K +$106K +1,569 +14%
MSA
2048
Marino Stram & Associates
Massachusetts
$878K +$1.15K +17 +0.1%
CSB
2049
City State Bank
Iowa
$875K -$15K -222 -2%
TNA
2050
True North Advisors
Texas
$875K -$569K -8,410 -39%