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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 %
ERIM
2276
Eagle Ridge Investment Management
Connecticut
$639K
BFS
2277
Burkett Financial Services
South Carolina
$638K +$4.27K +63 +0.7%
OPWM
2278
Oxinas Partners Wealth Management
Indiana
$638K -$75.4K -1,114 -11%
EBA
2279
Eagle Bay Advisors
New York
$636K -$74.2K -1,096 -10%
WG
2280
Watchman Group
Texas
$635K -$4K -59 -0.6%
BHIA
2281
Birch Hill Investment Advisors
Massachusetts
$635K
JHP
2282
James Hambro & Partners
United Kingdom
$635K -$15.6K -231 -2%
LKIM
2283
Lawson Kroeker Investment Management
Nebraska
$634K +$190K +2,805 +43%
FFIC
2284
First Fiduciary Investment Counsel
Ohio
$634K +$16.1K +237 +3%
LF
2285
Lantz Financial
Illinois
$633K +$2.91K +43 +0.5%
FC
2286
Forte Capital
New York
$633K -$10.1K -149 -2%
FWM
2287
Fairhaven Wealth Management
Illinois
$633K +$948 +14 +0.2%
AMG
2288
Advisors Management Group
Wisconsin
$631K +$10.4K +153 +2%
SIAM
2289
Sterling Investment Advisors (Missouri)
Missouri
$630K +$6.09K +90 +1%
AFG
2290
ABLE Financial Group
Arizona
$630K
BTWM
2291
Baker Tilly Wealth Management
Wisconsin
$629K -$1.97M -29,131 -76%
AWM
2292
Affinity Wealth Management
Delaware
$629K -$31.3K -462 -5%
WCG
2293
Weaver Consulting Group
California
$629K +$25.5K +376 +4%
JCM
2294
Jag Capital Management
Missouri
$628K -$285K -4,206 -31%
BL
2295
Balentine LLC
Georgia
$624K -$5.56M -82,075 -90%
PEA
2296
Park Edge Advisors
Ohio
$623K
CCA
2297
Childress Capital Advisors
Texas
$622K +$28.8K +425 +5%
IIC
2298
Integrated Investment Consultants
Michigan
$621K
AMIM
2299
Aull & Monroe Investment Management
Alabama
$619K +$14.8K +219 +2%
EFG
2300
Embree Financial Group
Illinois
$618K +$15.9K +235 +3%