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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 %
AWM
2176
Avondale Wealth Management
Texas
$644K +$12K +200 +2%
EGA
2177
E&G Advisors
Texas
$643K +$23.8K +395 +4%
PWA
2178
Prairie Wealth Advisors
Nebraska
$643K +$643K +10,654 New
EFA
2179
Edge Financial Advisors
Illinois
$642K +$642K +10,663 New
PWA
2180
Physician Wealth Advisors
Utah
$641K +$19K +318 +3%
AT
2181
American Trust
Kentucky
$637K -$15.9K -264 -2%
PIM
2182
Pullen Investment Management
Florida
$636K +$636K +10,577 New
HAIM
2183
Hunter Associates Investment Management
Pennsylvania
$635K -$181 -3 -0%
OPWM
2184
Oxinas Partners Wealth Management
Indiana
$634K -$10.5K -175 -2%
EBA
2185
Eagle Bay Advisors
New York
$633K -$41K -679 -6%
SBF
2186
Sara-Bay Financial
Florida
$633K
SFSG
2187
Sound Financial Strategies Group
Mississippi
$633K -$6.86K -114 -1%
CWM
2188
Castle Wealth Management
Florida
$631K -$39.8K -659 -6%
KFS
2189
Kurt F. Somerville
$631K -$108K -1,800 -15%
AWM
2190
Angeles Wealth Management
California
$631K +$179K +2,982 +40%
TA
2191
TrueWealth Advisors
Alabama
$631K -$169K -2,802 -21%
GFL
2192
Granite FO LLC
New Hampshire
$631K
VV
2193
Verity & Verity
South Carolina
$630K +$44.9K +747 +8%
WDL
2194
Well Done LLC
Michigan
$628K +$71.2K +1,184 +13%
EWG
2195
Executive Wealth Group
Washington
$626K +$626K +8,400 New
KF
2196
KKM Financial
Illinois
$624K -$3.79K -63 -0.6%
GRQ
2197
Gardner Russo & Quinn
Pennsylvania
$624K
AIM
2198
Alhambra Investment Management
Florida
$623K -$54.5K -906 -8%
HS
2199
Horan Securities
United States
$623K +$132K +2,186 +27%
MAG
2200
Mayfair Advisory Group
Alabama
$623K +$14.7K +244 +2%