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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 %
SRC
2226
Shufro Rose & Co
New York
$595K
LA
2227
LexAurum Advisors
Kansas
$594K -$632K -10,508 -52%
ZAM
2228
Zevin Asset Management
Massachusetts
$594K -$237K -3,930 -28%
AWCI
2229
Alpine Woods Capital Investors
New York
$594K -$724K -12,200 -55%
MTWM
2230
Masso Torrence Wealth Management
New Jersey
$592K +$124K +2,067 +27%
WA
2231
WESPAC Advisors
California
$591K +$30.7K +510 +5%
W
2232
Wealthquest
Ohio
$590K -$105K -1,753 -15%
CUAMC
2233
China Universal Asset Management Company
China
$590K -$3.08M -50,368 -84%
EFMC
2234
Empire Financial Management Company
New York
$589K +$64.4K +1,070 +12%
IAMOG
2235
Investors Asset Management of Georgia
Georgia
$588K
CFFP
2236
Center for Financial Planning
Michigan
$588K +$6.14K +102 +1%
FPWM
2237
FSB Premier Wealth Management
Iowa
$588K -$15.1K -251 -3%
AWM
2238
Affinity Wealth Management
Delaware
$587K -$19.8K -329 -3%
SA
2239
Strategic Advisors
New York
$585K -$702K -11,665 -55%
KC
2240
Kades & Cheifetz
Pennsylvania
$585K +$3.85K +64 +0.7%
1WM
2241
1900 Wealth Management
Texas
$585K -$382K -6,353 -40%
DFCM
2242
Dark Forest Capital Management
Puerto Rico
$585K +$585K +9,718 New
QFA
2243
Quantum Financial Advisors
California
$584K +$200K +3,329 +52%
WGC
2244
Watts Gwilliam & Co
Arizona
$583K +$583K +9,743 New
KIC
2245
Keating Investment Counselors
Florida
$582K -$248K -4,125 -30%
TFGT
2246
TS Financial Group (TSFG)
Illinois
$581K +$181 +3 +0%
DWAM
2247
Duncan Williams Asset Management
Tennessee
$580K +$580K +9,644 New
MSWM
2248
Mowery & Schoenfeld Wealth Management
Illinois
$580K +$38.3K +637 +7%
PFG
2249
PAX Financial Group
Texas
$580K -$19.3K -321 -3%
WWM
2250
Waterway Wealth Management
Texas
$580K -$8.79K -146 -1%