WMT icon

Walmart

2,588 hedge funds and large institutions have $112B invested in Walmart in 2022 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 1,119 increasing their positions, 1,002 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
-18
Holders Change %
-0.69%
% of All Funds
44.75%
Holding in Top 10
116
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+48.72%
% of All Funds
2.01%
New
151
Increased
1,119
Reduced
1,002
Closed
135
Calls
$3.08B
Puts
$2.87B
Net Calls
+$217M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LOAMS
2151
Lombard Odier Asset Management (Switzerland)
Switzerland
$310K -$477K -11,028 -61%
AIFAIM
2152
American Institute for Advanced Investment Management
Arizona
$310K
SPC
2153
Stewart & Patten Company
California
$308K
IF
2154
Insight Folios
North Carolina
$307K +$20K +462 +7%
SIM
2155
SSI Investment Management
California
$305K +$1.17K +27 +0.4%
DWM
2156
Drive Wealth Management
Utah
$305K +$305K +7,062 New
EFL
2157
ERn Financial LLC
Wisconsin
$304K +$45.6K +1,056 +18%
FBFS
2158
First Business Financial Services
Wisconsin
$303K
BONST
2159
Bank of Nova Scotia Trust
Ontario, Canada
$302K +$13K +300 +4%
AC
2160
Apella Capital
Connecticut
$301K -$23K -531 -7%
WDG
2161
Wealth Dimensions Group
Ohio
$301K -$3.64K -84 -1%
KWS
2162
Keystone Wealth Services
California
$301K +$779 +18 +0.3%
CS
2163
Capital Square
Tennessee
$300K +$129 +3 +0%
PCA
2164
Pallas Capital Advisors
Massachusetts
$299K -$26.3K -561 -8%
PWM
2165
Prentice Wealth Management
New York
$299K +$299K +6,942 New
CFS
2166
Cannon Financial Strategists
Georgia
$299K -$24.3K -561 -8%
HPC
2167
Hobart Private Capital
North Carolina
$299K -$5.97K -138 -2%
CFA
2168
Camarda Financial Advisors
Florida
$298K -$202K -4,668 -40%
BAM
2169
Bosun Asset Management
Illinois
$298K -$181K -4,200 -38%
BMM
2170
Buffington Mohr McNeal
Idaho
$298K -$47.4K -1,095 -14%
LRWA
2171
Long Run Wealth Advisors
New York
$298K -$10.8K -249 -3%
FIM
2172
Fernwood Investment Management
Massachusetts
$298K
ZB
2173
Zions Bancorporation
Utah
$296K -$2.85K -66 -1%
FH
2174
FWG Holdings
Florida
$295K -$37.6K -870 -11%
BWP
2175
Bernardo Wealth Planning
Pennsylvania
$295K -$410 -9 -0.1%