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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 %
AIM
2201
Alhambra Investment Management
Florida
$701K
KF
2202
KKM Financial
Illinois
$697K +$3.21K +48 +0.5%
GWAG
2203
Garrett Wealth Advisory Group
Texas
$697K +$235K +3,472 +51%
CC
2204
Capital Counsel
New York
$695K
CC
2205
Centiva Capital
New York
$694K +$573K +8,462 +473%
HWMC
2206
Heritage Wealth Management (California)
California
$694K +$2.03K +30 +0.3%
SFA
2207
Semmax Financial Advisors
North Carolina
$693K +$22.7K +333 +3%
WWM
2208
Waterway Wealth Management
Texas
$692K +$39.9K +590 +6%
HR
2209
Hardy Reed
Mississippi
$692K -$59.2K -875 -8%
FPCG
2210
Fort Pitt Capital Group
Pennsylvania
$691K +$99.1K +1,464 +17%
NSAM
2211
North Star Asset Management
Wisconsin
$689K -$4.06K -60 -0.6%
NPF
2212
Norris Perne & French
Michigan
$688K -$6.09K -90 -0.9%
KFS
2213
Kurt F. Somerville
$687K -$22.6K -334 -3%
TA
2214
TrueWealth Advisors
Alabama
$687K -$22.6K -334 -3%
CF
2215
Convergence Financial
Missouri
$687K +$317K +4,678 +86%
PCA
2216
Pallas Capital Advisors
Massachusetts
$687K +$256K +3,618 +60%
HP
2217
Holistic Planning
Texas
$687K
TCWM
2218
Total Clarity Wealth Management
Illinois
$686K +$166K +2,453 +32%
SHFA
2219
SC&H Financial Advisors
Maryland
$686K +$813 +12 +0.1%
CFFP
2220
Center for Financial Planning
Michigan
$685K +$23.3K +344 +4%
IRC
2221
Investors Research Corp
Georgia
$682K -$260K -3,846 -28%
MC
2222
Middleton & Co
Massachusetts
$682K
ZF
2223
Zhang Financial
Michigan
$682K +$40.1K +592 +6%
CWA
2224
Clearview Wealth Advisors
Oregon
$682K -$384K -5,664 -36%
FOA
2225
Five Oceans Advisors
California
$682K +$677 +10 +0.1%