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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 %
CMI
2126
Clare Market Investments
Texas
$698K +$8.12K +135 +1%
AAG
2127
Armstrong Advisory Group
Massachusetts
$698K -$1.4M -8,852 -67%
OFS
2128
Orrstown Financial Services
Pennsylvania
$697K +$50.5K +840 +8%
JSW
2129
Journey Strategic Wealth
New Jersey
$695K +$274K +4,547 +65%
DDPIC
2130
Deroy & Devereaux Private Investment Counsel
Michigan
$695K
MLL
2131
Moody Lynn & Lieberson
Massachusetts
$693K +$65K +1,080 +10%
OPTFSNA
2132
Old Point Trust & Financial Services N A
Virginia
$691K +$55.8K +928 +9%
PWM
2133
Power Wealth Management
Georgia
$690K -$40.4K -672 -6%
MC
2134
Marest Capital
California
$690K +$2.23K +37 +0.3%
SGC
2135
Slocum, Gordon & Co
Rhode Island
$690K +$24.1K +401 +4%
FIBT
2136
First International Bank & Trust
North Dakota
$688K
GWA
2137
GGM Wealth Advisors
Maryland
$687K -$64.8K -1,084 -9%
HP
2138
Holistic Planning
Texas
$687K +$6.92K +115 +1%
MIM
2139
Montgomery Investment Management
Maryland
$687K +$144K +2,401 +27%
IIM
2140
Intact Investment Management
Quebec, Canada
$686K -$36.1K -600 -5%
CFG
2141
Carr Financial Group
Massachusetts
$686K -$103K -1,707 -13%
WI
2142
WrapManager Inc
California
$686K +$99.5K +1,654 +17%
LPAM
2143
Lodestar Private Asset Management
California
$683K -$9.09K -151 -1%
RMDI
2144
R.M. Davis Inc
Maine
$681K -$18.7K -310 -3%
AA
2145
Alta Advisers
United Kingdom
$680K +$30.1K +500 +5%
HIIFS
2146
Harel Insurance Investments & Financial Services
Israel
$678K -$2.28M -37,830 -77%
BWP
2147
BSW Wealth Partners
Colorado
$678K +$129K +2,152 +24%
PWS
2148
Private Wealth Strategies
Ohio
$676K +$1.93K +32 +0.3%
MCCA
2149
Mill Creek Capital Advisors
Pennsylvania
$676K +$90.9K +1,510 +16%
PA
2150
PSI Advisors
Florida
$676K -$92.9K -1,544 -12%