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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 %
GDP
2101
Great Diamond Partners
Maine
$725K -$487K -8,100 -40%
WF
2102
Wayfinding Financial
Washington
$725K +$38K +631 +6%
CG
2103
Clarus Group
Texas
$724K -$58.7K -975 -7%
SFP
2104
Sweet Financial Partners
Minnesota
$724K +$9.03K +150 +1%
SICM
2105
Sustainable Insight Capital Management
New York
$723K +$723K +12,011 New
RSA
2106
River Street Advisors
Illinois
$722K -$24.1K -401 -3%
MIM
2107
Moseley Investment Management
Florida
$720K -$6.08K -101 -0.8%
SAM
2108
S.A. Mason
Michigan
$718K +$1.63K +27 +0.2%
AIM
2109
Athena Investment Management
California
$716K +$60 +1 +0%
SMA
2110
Seven Mile Advisory
New Jersey
$715K +$3.73K +62 +0.5%
TCM
2111
Tributary Capital Management
Nebraska
$714K -$15K -250 -2%
VCG
2112
Vantage Consulting Group
Virginia
$713K -$127K -2,106 -15%
KLI
2113
Kelman-Lazarov Inc
Tennessee
$713K +$3.79K +63 +0.5%
PSCM
2114
Per Stirling Capital Management
Texas
$711K -$12.9K -214 -2%
OCBCO
2115
Oversea-Chinese Banking Corp (OCBC)
Singapore
$709K -$930K -15,387 -57%
OWP
2116
Obermeyer Wealth Partners
Colorado
$707K +$1.69K +28 +0.2%
PPP
2117
Private Portfolio Partners
New Jersey
$706K +$7.4K +123 +1%
EM
2118
Excalibur Management
Massachusetts
$704K
PGCM
2119
Prescott Group Capital Management
Oklahoma
$704K
CCIA
2120
Campbell & Co Investment Adviser
Maryland
$704K +$704K +11,694 New
FDCP
2121
Foster Dykema Cabot & Partners
Massachusetts
$704K -$1.27K -21 -0.2%
KAS
2122
KPP Advisory Services
Kentucky
$702K -$36.9K -614 -5%
SFG
2123
Seamount Financial Group
Colorado
$701K -$2.35K -39 -0.3%
RWA
2124
Redhawk Wealth Advisors
Minnesota
$700K +$1.14K +19 +0.2%
SSW
2125
Stone Summit Wealth
Florida
$699K