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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 %
USWIA
2301
UP Strategic Wealth Investment Advisors
Pennsylvania
$547K
TC
2302
Trilogy Capital
California
$547K +$280K +4,661 +105%
BBA
2303
BLB&B Advisors
Pennsylvania
$545K -$421 -7 -0.1%
CNWM
2304
Clay Northam Wealth Management
California
$545K -$1.81K -30 -0.3%
BIG
2305
Builder Investment Group
Georgia
$545K -$11.6K -193 -2%
RK
2306
Rather & Kittrell
Tennessee
$544K +$241 +4 +0%
FBT
2307
First Bank & Trust
South Dakota
$544K
GKWIM
2308
Gerber Kawasaki Wealth & Investment Management
California
$544K +$21.2K +352 +4%
SMG
2309
Smart Money Group
Texas
$543K +$14K +236 +3%
AWM
2310
Aprio Wealth Management
Georgia
$542K +$156K +2,587 +40%
FC
2311
Fusion Capital
South Carolina
$541K +$28.5K +474 +6%
TFM
2312
TFC Financial Management
Massachusetts
$540K +$2.71K +45 +0.5%
SIC
2313
Samalin Investment Counsel
New York
$540K -$12.6K -210 -2%
PWAC
2314
Private Wealth Advisors (California)
California
$538K +$1.14K +19 +0.2%
TFA
2315
Trinity Financial Advisors
Ohio
$537K +$60 +1 +0%
AMIM
2316
Aull & Monroe Investment Management
Alabama
$537K -$60 -1 -0%
WCG
2317
Weaver Consulting Group
California
$536K +$3.49K +58 +0.7%
EFG
2318
Embree Financial Group
Illinois
$535K +$41.3K +687 +8%
CA
2319
CapWealth Advisors
Tennessee
$531K +$2.17K +36 +0.4%
GD
2320
Grandfield & Dodd
New York
$531K
WFS
2321
Walker Financial Services
Kentucky
$531K +$1.87K +31 +0.4%
ST
2322
Sabal Trust
Florida
$530K -$8.48K -141 -2%
BFA
2323
Buttonwood Financial Advisors
Maryland
$529K -$16.6K -276 -3%
BIM
2324
Baldwin Investment Management
Pennsylvania
$529K +$3.01K +50 +0.6%
TF
2325
Trek Financial
Arizona
$529K +$255K +4,237 +93%