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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 %
HI
2076
Hudock Inc
Pennsylvania
$758K +$2.41K +40 +0.3%
CA
2077
Cornerstone Advisory
Maryland
$758K -$96.3K -1,600 -11%
BFA
2078
Beaumont Financial Advisors
Massachusetts
$757K +$275K +4,564 +57%
CWM
2079
Congress Wealth Management
Massachusetts
$754K -$118K -1,969 -14%
EIA
2080
Edgemoor Investment Advisors
Maryland
$751K +$39.1K +650 +5%
IIA
2081
Integral Investment Advisors
California
$748K +$212K +3,496 +40%
AI
2082
Accredited Investors
Minnesota
$748K +$132K +2,186 +21%
CAMV
2083
Concord Asset Management (Virginia)
Virginia
$747K +$102K +1,696 +16%
PSB
2084
Passumpsic Savings Bank
Vermont
$747K +$747K +12,413 New
UWPG
2085
Ullmann Wealth Partners Group
Florida
$742K +$36K +598 +5%
SIG
2086
Spinnaker Investment Group
California
$740K +$36.1K +600 +5%
TA
2087
Tectonic Advisors
Texas
$739K +$2.65K +44 +0.4%
PCM
2088
Prelude Capital Management
New York
$738K -$1.01M -16,713 -58%
TIA
2089
Tiemann Investment Advisors
California
$735K -$33.8K -562 -4%
HCA
2090
Heck Capital Advisors
Wisconsin
$734K +$7.82K +130 +1%
NDSI
2091
Newman Dignan & Sheerar Inc
Rhode Island
$734K +$2.71K +45 +0.4%
SCM
2092
Sirios Capital Management
Massachusetts
$734K +$734K +12,193 New
GAM
2093
Garrison Asset Management
Arkansas
$732K -$13.7K -227 -2%
NF
2094
Norwood Financial
Pennsylvania
$732K -$39.1K -650 -5%
ITIM
2095
Indiana Trust & Investment Management
Indiana
$730K -$18.1K -300 -2%
TAM
2096
Townsend Asset Management
North Carolina
$730K -$18.1K -301 -2%
PCMC
2097
Paragon Capital Management (Colorado)
Colorado
$729K -$29.8K -495 -4%
AL
2098
Arnhold LLC
New York
$729K -$172K -2,862 -19%
A
2099
Allianz
Germany
$727K +$727K +12,090 New
TWM
2100
Trueblood Wealth Management
Ohio
$726K +$125K +2,071 +21%