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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 %
MLL
2126
Moody Lynn & Lieberson
Massachusetts
$780K
EFG
2127
Ethos Financial Group
Pennsylvania
$780K -$107K -1,575 -12%
GWA
2128
GGM Wealth Advisors
Maryland
$779K +$677 +10 +0.1%
SAG
2129
Spotlight Asset Group
Illinois
$779K +$103K +1,520 +15%
PSCM
2130
Per Stirling Capital Management
Texas
$778K -$21.7K -321 -3%
TCM
2131
Tributary Capital Management
Nebraska
$774K -$29.8K -440 -4%
FIBT
2132
First International Bank & Trust
North Dakota
$774K
PIM
2133
Pullen Investment Management
Florida
$773K +$56.7K +837 +8%
MIM
2134
Montgomery Investment Management
Maryland
$773K
CS
2135
Crescent Sterling
Louisiana
$772K -$91.2K -1,347 -11%
KAS
2136
KPP Advisory Services
Kentucky
$771K -$19.4K -286 -2%
MSR
2137
Main Street Research
Connecticut
$766K -$103K -1,516 -12%
AA
2138
Alta Advisers
United Kingdom
$765K
WF
2139
Wayfinding Financial
Washington
$765K -$48.6K -719 -6%
SHFA
2140
SS&H Financial Advisors
Michigan
$765K +$473K +6,987 +162%
SMA
2141
Seven Mile Advisory
New Jersey
$765K -$40.4K -596 -5%
KLI
2142
Kelman-Lazarov Inc
Tennessee
$764K -$37.9K -560 -5%
PWS
2143
Private Wealth Strategies
Ohio
$764K +$2.44K +36 +0.3%
D
2144
Diversified
Delaware
$762K +$33.9K +500 +5%
PSP
2145
Pacific Sage Partners
Washington
$762K +$7.18K +106 +1%
HFA
2146
Harbert Fund Advisors
Alabama
$762K -$359K -5,300 -32%
LPAM
2147
Lodestar Private Asset Management
California
$759K -$9.14K -135 -1%
AIM
2148
Athena Investment Management
California
$759K -$47.3K -699 -6%
OL
2149
OneFund LLC
Florida
$758K +$12.5K +185 +2%
LFS
2150
Leibman Financial Services
Nebraska
$757K