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Walmart

2,588 hedge funds and large institutions have $112B invested in Walmart in 2022 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 1,119 increasing their positions, 1,002 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
-18
Holders Change %
-0.69%
% of All Funds
44.75%
Holding in Top 10
116
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+48.72%
% of All Funds
2.01%
New
151
Increased
1,119
Reduced
1,002
Closed
135
Calls
$3.08B
Puts
$2.87B
Net Calls
+$217M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WCWM
2301
Willow Creek Wealth Management
California
$245K
TFCP
2302
Twin Focus Capital Partners
Massachusetts
$245K +$9.32K +216 +4%
CAL
2303
Capital Advisors Ltd
Ohio
$245K +$15.7K +363 +7%
MWP
2304
Meridian Wealth Partners
Pennsylvania
$244K +$244K +5,643 New
AWC
2305
Abundance Wealth Counselors
Pennsylvania
$243K
BIAS
2306
Beacon Investment Advisory Services
New Jersey
$243K +$10.8K +249 +5%
IIC
2307
Integrated Investment Consultants
Michigan
$243K +$24.4K +564 +11%
AWA
2308
Amplius Wealth Advisors
Pennsylvania
$242K +$2.72K +63 +1%
RWA
2309
River Wealth Advisors
Pennsylvania
$241K -$111K -2,580 -32%
HWM
2310
Hemington Wealth Management
Virginia
$240K +$4.55K +105 +2%
RCG
2311
Rock Creek Group
District of Columbia
$240K +$18.2K +420 +8%
MPW
2312
MGO Private Wealth
California
$240K +$240K +5,556 New
KWA
2313
Kellett Wealth Advisors
Ohio
$239K -$14.2K -300 -6%
KTC
2314
Kistler-Tiffany Companies
Pennsylvania
$239K
CIA
2315
Compass Ion Advisors
Pennsylvania
$239K +$1.04K +24 +0.4%
IMOV
2316
Investment Management of Virginia
Virginia
$239K +$14.8K +342 +7%
PFM
2317
Phillips Financial Management
Indiana
$238K +$238K +5,496 New
RIG
2318
Renaissance Investment Group
Massachusetts
$237K -$6.13K -132 -3%
COCM
2319
Charter Oak Capital Management
New Hampshire
$236K -$66.5K -1,536 -22%
MA
2320
Mezzasalma Advisors
New Jersey
$235K
TIA
2321
Traphagen Investment Advisors
New Jersey
$235K +$1.04K +24 +0.4%
FAM
2322
Flaharty Asset Management
Florida
$234K -$47.4K -1,095 -17%
PWM
2323
Paulson Wealth Management
Illinois
$234K -$46.8K -1,083 -17%
FNWM
2324
Financial Network Wealth Management
Utah
$234K -$4.92K -114 -2%
FSG
2325
Financial Strategies Group
Michigan
$232K +$8.05K +186 +4%