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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 %
UWPG
2051
Ullmann Wealth Partners Group
Florida
$873K +$37.4K +552 +4%
HI
2052
Hudock Inc
Pennsylvania
$872K +$19.4K +286 +2%
FM
2053
Family Management
New York
$870K -$4.12M -60,776 -83%
HTIM
2054
Harbour Trust & Investment Management
Indiana
$870K +$5.35K +79 +0.6%
IIA
2055
Integral Investment Advisors
California
$869K +$33.4K +492 +4%
FCB
2056
First County Bank
Connecticut
$868K -$79.1K -1,168 -8%
CF
2057
Copperwynd Financial
Arizona
$865K +$865K +12,605 New
ATC
2058
Advantage Trust Company
Kansas
$865K
SEEDPG
2059
S.E.E.D. Planning Group
New York
$859K -$13.5K -200 -2%
ORC
2060
O'Rourke & Company
Massachusetts
$858K +$339 +5 +0%
CCFM
2061
Clear Creek Financial Management
Washington
$858K +$8.4K +121 +1%
NP
2062
Ninepoint Partners
Ontario, Canada
$857K
IF
2063
Intrua Financial
Texas
$857K -$21.6K -319 -2%
HDIM
2064
Hanson & Doremus Investment Management
Vermont
$853K -$29.7K -438 -3%
NRI
2065
NFP Retirement Inc
California
$851K -$5.82K -86 -0.7%
TA
2066
Tectonic Advisors
Texas
$849K +$17.5K +259 +2%
NC
2067
Napatree Capital
Rhode Island
$849K -$203K -2,994 -19%
EAM
2068
Evanson Asset Management
California
$848K -$8.73K -129 -1%
OQS
2069
Occudo Quantitative Strategies
Florida
$848K +$848K +12,518 New
KMWM
2070
Keudell/Morrison Wealth Management
Oregon
$847K -$19.8K -292 -2%
EIA
2071
Edgemoor Investment Advisors
Maryland
$846K +$135 +2 +0%
UFF
2072
USA Financial Formulas
Michigan
$845K +$417K +6,164 +98%
RIM
2073
RW Investment Management
Idaho
$840K -$29.9K -441 -3%
RSA
2074
River Street Advisors
Illinois
$838K +$26.3K +389 +3%
CMI
2075
Clare Market Investments
Texas
$835K +$49.2K +727 +6%