WMT icon

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 %
EGA
2176
E&G Advisors
Texas
$731K +$6.77K +100 +0.9%
SRC
2177
Shufro Rose & Co
New York
$725K +$54.8K +810 +8%
AWM
2178
Avondale Wealth Management
Texas
$724K
PFG
2179
Prosperity Financial Group
California
$724K -$25.6K -378 -3%
GDP
2180
Great Diamond Partners
Maine
$723K -$93.3K -1,378 -11%
FWM
2181
Foguth Wealth Management
Michigan
$721K +$136K +2,005 +23%
PD
2182
Planning Directions
Pennsylvania
$719K -$11.3K -167 -2%
BPAMU
2183
BTG Pactual Asset Management US
New York
$718K +$718K +10,600 New
RPCONE
2184
Retirement Planning Company of New England
Rhode Island
$717K -$22.9K -338 -3%
RCWM
2185
Royal Capital Wealth Management
Indiana
$714K +$136K +2,005 +23%
CWM
2186
Castle Wealth Management
Florida
$712K +$4.47K +66 +0.6%
SWMG
2187
Signature Wealth Management Group
Georgia
$712K +$20.2K +299 +3%
WAS
2188
Winch Advisory Services
Wisconsin
$710K +$69.3K +1,023 +11%
ATS
2189
Ashton Thomas Securities
New York
$709K +$709K +10,143 New
MAG
2190
Mayfair Advisory Group
Alabama
$709K -$7.96K -115 -1%
MTWM
2191
Masso Torrence Wealth Management
New Jersey
$707K +$40.8K +602 +6%
VCG
2192
Vantage Consulting Group
Virginia
$706K -$96.7K -1,428 -12%
SIA
2193
Strategic Investment Advisors
Michigan
$705K +$274K +4,051 +64%
SBF
2194
Sara-Bay Financial
Florida
$705K -$9.14K -135 -1%
AFA
2195
AA Financial Advisors
Ohio
$704K +$60.5K +893 +9%
MCCA
2196
Mill Creek Capital Advisors
Pennsylvania
$704K -$56.9K -840 -7%
BFWM
2197
Bright Futures Wealth Management
New York
$703K +$23.5K +343 +3%
DM
2198
Deerfield Management
New York
$703K +$321K +4,747 +84%
PFG
2199
PAX Financial Group
Texas
$702K +$50K +739 +8%
GRQ
2200
Gardner Russo & Quinn
Pennsylvania
$702K