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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 %
IF
2051
Intrua Financial
Texas
$780K -$214K -3,555 -22%
MSA
2052
Marino Stram & Associates
Massachusetts
$779K +$120 +2 +0%
WAL
2053
W Advisors LLC
Tennessee
$778K +$3.01K +50 +0.4%
MA
2054
MONECO Advisors
Connecticut
$776K +$40.6K +674 +6%
SEEDPG
2055
S.E.E.D. Planning Group
New York
$775K +$11.7K +194 +2%
MSR
2056
Main Street Research
Connecticut
$775K -$17.2K -285 -2%
RVPG
2057
Relative Value Partners Group
$774K -$1.55M -9,359 -67%
RIM
2058
RW Investment Management
Idaho
$773K -$1.75K -29 -0.2%
ERIC
2059
Eagle Rock Investment Company
Georgia
$771K +$9.57K +159 +1%
KMWM
2060
Keudell/Morrison Wealth Management
Oregon
$770K -$1.14K -19 -0.1%
LF
2061
Lee Financial
Texas
$770K +$31.9K +529 +4%
HTIM
2062
Harbour Trust & Investment Management
Indiana
$769K -$19.6K -325 -2%
ATC
2063
Advantage Trust Company
Kansas
$768K
UBV
2064
United Bank (Virginia)
Virginia
$768K +$23.8K +396 +3%
CS
2065
Crescent Sterling
Louisiana
$767K +$903 +15 +0.1%
TC
2066
Trust Company
Kansas
$767K -$37K -615 -5%
S
2067
Sunpointe
Missouri
$766K +$5.37K +89 +0.7%
PK
2068
Pflug Koory
Nebraska
$763K -$6.02K -100 -0.8%
ORC
2069
O'Rourke & Company
Massachusetts
$762K +$301 +5 +0%
NP
2070
Ninepoint Partners
Ontario, Canada
$762K
EAM
2071
Evanson Asset Management
California
$761K
NRI
2072
NFP Retirement Inc
California
$761K +$62.5K +1,039 +9%
SCP
2073
Sivia Capital Partners
California
$761K -$95.1K -1,581 -11%
CCFM
2074
Clear Creek Financial Management
Washington
$760K +$166K +2,676 +28%
SQA
2075
Simon Quick Advisors
New Jersey
$758K +$162K +2,692 +27%