WMT icon

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 %
BFWM
2151
Bright Futures Wealth Management
New York
$674K +$674K +9,928 New
LFS
2152
Leibman Financial Services
Nebraska
$673K +$60 +1 +0%
RFS
2153
Richardson Financial Services
Massachusetts
$672K -$68.4K -1,136 -9%
SWM
2154
Silverlake Wealth Management
Vermont
$672K -$25.2K -419 -4%
PSP
2155
Pacific Sage Partners
Washington
$671K +$120 +2 +0%
NFSG
2156
Newbridge Financial Services Group
Florida
$670K -$44.6K -742 -6%
PWA
2157
Primoris Wealth Advisors
Florida
$669K -$3.43K -57 -0.5%
MC
2158
Matisse Capital
Oregon
$669K +$28.5K +473 +4%
CCM
2159
Coerente Capital Management
Ontario, Canada
$668K +$668K +11,100 New
HR
2160
Hardy Reed
Mississippi
$668K +$44.9K +746 +7%
PS
2161
Portfolio Strategies
New York
$668K +$668K +11,096 New
PFG
2162
Prosperity Financial Group
California
$667K +$341K +5,671 +105%
FA
2163
Fiduciary Alliance
South Carolina
$666K -$160K -2,669 -19%
CWP
2164
Core Wealth Partners
California
$664K +$11.7K +194 +2%
OL
2165
OneFund LLC
Florida
$661K -$17.9K -299 -3%
SSC
2166
Syverson Strege & Co
Iowa
$660K +$50.8K +844 +8%
RPCONE
2167
Retirement Planning Company of New England
Rhode Island
$657K -$64.1K -1,065 -9%
PMSA
2168
Patrick M. Sweeney & Associates
Illinois
$652K +$15.6K +260 +2%
ILI
2169
Invesco LLC (Illinois)
Illinois
$652K -$19K -316 -3%
MAM
2170
Mystic Asset Management
Rhode Island
$652K +$55.9K +929 +9%
MWA
2171
MN Wealth Advisors
Kansas
$652K +$10.3K +171 +2%
PD
2172
Planning Directions
Pennsylvania
$649K +$1.87K +31 +0.3%
AIA
2173
Angeles Investment Advisors
California
$649K +$113K +1,881 +21%
DCM
2174
Driehaus Capital Management
Illinois
$647K -$375K -6,240 -37%
D
2175
Diversified
Delaware
$647K +$95.1K +1,580 +17%