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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 %
FPTW
2251
Franklin, Parlapiano, Turner & Welch
Texas
$579K
RSVP
2252
Ramsay Stattman Vela & Price
Colorado
$579K
VPP
2253
Vertex Planning Partners
Illinois
$578K -$35.1K -584 -6%
JHP
2254
James Hambro & Partners
United Kingdom
$578K +$10.8K +180 +2%
WA
2255
WealthTrust Axiom
Pennsylvania
$578K
COCM
2256
Charter Oak Capital Management
New Hampshire
$577K +$67.6K +1,124 +13%
HFA
2257
High Falls Advisors
New York
$577K -$59.1K -983 -9%
CANC
2258
Culbertson A N & Co
Virginia
$576K +$47K +781 +9%
MGAM
2259
McGowan Group Asset Management
Texas
$575K -$722 -12 -0.1%
PWA
2260
Peterson Wealth Advisors
Utah
$573K -$32.1K -534 -5%
AFA
2261
AA Financial Advisors
Ohio
$572K +$572K +9,507 New
FC
2262
Forte Capital
New York
$572K +$36.1K +600 +7%
AFT
2263
Alpha Family Trust
California
$570K
ZF
2264
Zhang Financial
Michigan
$570K -$12.7K -211 -2%
IF
2265
Ironwood Financial
Arizona
$570K +$1.14K +19 +0.2%
MAM
2266
Milestone Asset Management
Pennsylvania
$570K +$570K +9,465 New
WAS
2267
Winch Advisory Services
Wisconsin
$569K -$7.7K -128 -1%
AAM
2268
Aureus Asset Management
Massachusetts
$569K -$409K -6,800 -42%
WG
2269
Watchman Group
Texas
$568K +$7.4K +123 +1%
ERIM
2270
Eagle Ridge Investment Management
Connecticut
$568K
EWS
2271
Evergreen Wealth Solutions
Pennsylvania
$567K -$21.9K -364 -4%
MCM
2272
McRae Capital Management
New Jersey
$567K +$16.2K +270 +3%
AFG
2273
Arkansas Financial Group
Arkansas
$567K +$10.7K +178 +2%
WPA
2274
Winning Points Advisors
Florida
$566K -$1.13M -7,186 -67%
OCPWS
2275
One Charles Private Wealth Services
Massachusetts
$566K +$13.1K +218 +2%