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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 %
SWM
2226
Selective Wealth Management
Virginia
$681K -$19.2K -275 -3%
CMF
2227
Counterpoint Mutual Funds
California
$681K +$681K +10,054 New
SWP
2228
Semus Wealth Partners
Florida
$679K -$18.3K -271 -3%
FSI
2229
Flow State Investments
Illinois
$677K +$677K +10,000 New
BBNA
2230
Bremer Bank National Association
Minnesota
$677K +$50.4K +745 +8%
BFWA
2231
Benchmark Financial Wealth Advisors
Florida
$676K +$125K +1,847 +23%
MHR
2232
Matthew Hamilton Rosenberg
$675K -$25.5K -378 -4%
RCA
2233
Resonant Capital Advisors
Wisconsin
$674K +$59.9K +885 +10%
LA
2234
LexAurum Advisors
Kansas
$671K +$2.17K +32 +0.3%
OW
2235
Olistico Wealth
Oklahoma
$670K +$178K +2,631 +36%
W
2236
Wealthquest
Ohio
$669K +$5.42K +80 +0.8%
JLBC
2237
J.L. Bainbridge & Co
Florida
$666K -$11.2K -165 -2%
DPIM
2238
Duff & Phelps Investment Management
Illinois
$665K -$2.68M -39,555 -80%
PWA
2239
Prairie Wealth Advisors
Nebraska
$664K -$56.9K -840 -8%
AA
2240
AlphaQ Advisors
Florida
$664K -$2.86M -42,189 -81%
IAMOG
2241
Investors Asset Management of Georgia
Georgia
$664K +$2.1K +31 +0.3%
TCWA
2242
Turtle Creek Wealth Advisors
Texas
$664K +$69.8K +1,031 +12%
SG
2243
Sienna Gestion
France
$664K -$7.15M -105,694 -92%
FPIS
2244
Financial Planning & Information Services
Wisconsin
$663K -$10.3K -152 -2%
EFMC
2245
Empire Financial Management Company
New York
$663K
HS
2246
Horan Securities
United States
$662K -$38.8K -573 -6%
SWIG
2247
Strategic Wealth Investment Group
Kentucky
$659K +$659K +9,773 New
1WM
2248
1900 Wealth Management
Texas
$659K +$609 +9 +0.1%
WA
2249
WealthTrust Axiom
Pennsylvania
$659K +$8.8K +130 +1%
VPP
2250
Vertex Planning Partners
Illinois
$659K +$8.13K +120 +1%