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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 %
ACA
2101
American Capital Advisory
Idaho
$812K +$162K +1,029 +25%
BFA
2102
Beacon Financial Advisory
Ohio
$810K +$401K +5,918 +98%
DDC
2103
DF Dent & Co
Maryland
$810K -$102K -1,500 -11%
BBA
2104
BLB&B Advisors
Pennsylvania
$809K +$196K +2,889 +32%
ACM
2105
Absolute Capital Management
Pennsylvania
$809K +$393K +5,799 +94%
BAM
2106
Blueshift Asset Management
New Jersey
$806K -$366K -5,403 -31%
IGWM
2107
ICA Group Wealth Management
Colorado
$806K -$463K -6,837 -36%
SFG
2108
Seamount Financial Group
Colorado
$802K +$13.4K +198 +2%
UBV
2109
United Bank (Virginia)
Virginia
$802K -$62K -915 -7%
ACP
2110
Aveo Capital Partners
Colorado
$799K -$164K -2,421 -17%
SGC
2111
Slocum, Gordon & Co
Rhode Island
$796K +$20.3K +300 +3%
BCM
2112
BluePath Capital Management
Georgia
$794K +$118K +1,750 +18%
PWA
2113
Physician Wealth Advisors
Utah
$794K +$44.3K +633 +6%
CWM
2114
Cahaba Wealth Management
Georgia
$792K -$92.2K -1,362 -10%
PGCM
2115
Prescott Group Capital Management
Oklahoma
$792K
RWA
2116
Redhawk Wealth Advisors
Minnesota
$791K +$3.12K +46 +0.4%
CH
2117
Cromwell Holdings
Wyoming
$790K +$790K +11,664 New
FDCP
2118
Foster Dykema Cabot & Partners
Massachusetts
$789K
CAS
2119
CTC Alternative Strategies
Illinois
$789K +$789K +11,648 New
SSW
2120
Stone Summit Wealth
Florida
$786K
OFS
2121
Orrstown Financial Services
Pennsylvania
$784K +$339 +5 +0%
BWP
2122
BSW Wealth Partners
Colorado
$783K +$20.6K +304 +3%
BA
2123
Bellwether Advisors
Nebraska
$783K +$783K +11,563 New
DDPIC
2124
Deroy & Devereaux Private Investment Counsel
Michigan
$782K
MC
2125
Marest Capital
California
$782K +$5.21K +77 +0.7%