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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 %
AIA
2251
Angeles Investment Advisors
California
$658K -$69.5K -1,027 -10%
HGA
2252
Hobbs Group Advisors
South Carolina
$658K +$658K +9,722 New
CANC
2253
Culbertson A N & Co
Virginia
$658K +$9.14K +135 +1%
LGG
2254
Luts & Greenleigh Group
Maryland
$657K +$657K +9,705 New
QFA
2255
Quantum Financial Advisors
California
$657K
MSWM
2256
Mowery & Schoenfeld Wealth Management
Illinois
$656K +$3.25K +48 +0.5%
RMF
2257
Red Mountain Financial
Colorado
$655K +$655K +9,667 New
MGAM
2258
McGowan Group Asset Management
Texas
$655K +$7.38K +109 +1%
TFGT
2259
TS Financial Group (TSFG)
Illinois
$654K +$136 +2 +0%
FPTW
2260
Franklin, Parlapiano, Turner & Welch
Texas
$652K
MCC
2261
Maiden Cove Capital
Maine
$652K +$652K +10,861 New
KC
2262
Kades & Cheifetz
Pennsylvania
$652K -$6.97K -103 -1%
SMG
2263
Smart Money Group
Texas
$650K +$22.2K +323 +4%
AAM
2264
Aureus Asset Management
Massachusetts
$650K +$10.2K +150 +2%
RSVP
2265
Ramsay Stattman Vela & Price
Colorado
$650K -$1.35K -20 -0.2%
BA
2266
Bluesphere Advisors
Pennsylvania
$648K +$78.3K +1,157 +14%
CWP
2267
Core Wealth Partners
California
$647K -$100K -1,476 -13%
OWA
2268
One Wealth Advisors
California
$645K +$162K +2,390 +34%
PWA
2269
Peterson Wealth Advisors
Utah
$644K
IF
2270
Ironwood Financial
Arizona
$644K +$2.78K +41 +0.4%
WTB
2271
Washington Trust Bank
Washington
$643K -$31K -458 -5%
AFT
2272
Alpha Family Trust
California
$642K
HBT
2273
Hills Bank & Trust
Iowa
$641K +$6.23K +92 +1%
OCPWS
2274
One Charles Private Wealth Services
Massachusetts
$640K +$3.18K +47 +0.5%
AW
2275
Atlas Wealth
Ohio
$640K +$320K +4,689 +100%