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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 %
BHIA
2276
Birch Hill Investment Advisors
Massachusetts
$564K -$27.3K -453 -5%
HBT
2277
Hills Bank & Trust
Iowa
$564K -$7.4K -123 -1%
SIA
2278
Schear Investment Advisers
Ohio
$563K +$116K +1,932 +26%
BFS
2279
Burkett Financial Services
South Carolina
$563K +$14.6K +243 +3%
LFGO
2280
Legacy Financial Group (Oklahoma)
Oklahoma
$562K +$120 +2 +0%
BWA
2281
Burt Wealth Advisors
Maryland
$562K +$120 +2 +0%
FWM
2282
Fairhaven Wealth Management
Illinois
$561K -$27.4K -456 -5%
LF
2283
Lantz Financial
Illinois
$560K +$24.7K +411 +5%
AFG
2284
ABLE Financial Group
Arizona
$560K -$7.94K -132 -1%
SIAG
2285
Safeguard Investment Advisory Group
California
$559K -$69.6K -1,156 -11%
BBNA
2286
Bremer Bank National Association
Minnesota
$557K -$1.72M -28,522 -76%
NAM
2287
NorthCrest Asset Manangement
Minnesota
$556K +$127K +2,115 +30%
CB
2288
CNB Bank
Pennsylvania
$556K +$6.92K +115 +1%
SIAM
2289
Sterling Investment Advisors (Missouri)
Missouri
$555K +$2.11K +35 +0.4%
NJBEST
2290
New Jersey Better Educational Savings Trust
New Jersey
$554K
CWA
2291
Consilium Wealth Advisory
Texas
$554K +$74.3K +1,234 +15%
PEA
2292
Park Edge Advisors
Ohio
$553K -$539K -8,951 -49%
KOMWMG
2293
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$553K -$3.91K -65 -0.7%
CIC
2294
Chilton Investment Company
Connecticut
$552K -$106K -1,764 -16%
ISB
2295
Iowa State Bank
Iowa
$551K -$118K -1,962 -18%
SFB
2296
STAR Financial Bank
Indiana
$551K -$3.61K -60 -0.7%
AMG
2297
Advisors Management Group
Wisconsin
$551K +$541 +9 +0.1%
SFS
2298
Sharp Financial Services
Pennsylvania
$549K -$20K -333 -4%
FFIC
2299
First Fiduciary Investment Counsel
Ohio
$549K -$35.8K -594 -6%
RCA
2300
Resonant Capital Advisors
Wisconsin
$548K +$195K +3,222 +55%