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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 %
KOMWMG
2301
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$618K -$4.13K -61 -0.7%
RWA
2302
River Wealth Advisors
Pennsylvania
$617K +$318K +4,703 +107%
SIAG
2303
Safeguard Investment Advisory Group
California
$617K -$12.1K -179 -2%
USWIA
2304
UP Strategic Wealth Investment Advisors
Pennsylvania
$616K
ML
2305
McAdam LLC
Pennsylvania
$616K +$48.3K +714 +9%
FPWM
2306
FSB Premier Wealth Management
Iowa
$614K -$47.9K -707 -7%
CNWM
2307
Clay Northam Wealth Management
California
$614K
BIG
2308
Builder Investment Group
Georgia
$614K +$135 +2 +0%
FC
2309
Fusion Capital
South Carolina
$612K +$3.45K +51 +0.6%
CIC
2310
Chilton Investment Company
Connecticut
$612K -$8.87K -131 -1%
SIC
2311
Samalin Investment Counsel
New York
$611K +$3.66K +54 +0.6%
FPGT
2312
Financial Partners Group (Tennessee)
Tennessee
$610K -$1.08M -15,962 -64%
ST
2313
Sabal Trust
Florida
$610K +$13.6K +201 +2%
WFAG
2314
Worth Financial Advisory Group
North Carolina
$610K +$30.3K +447 +5%
AA
2315
Addison Advisors
Vermont
$610K +$44.5K +657 +8%
EWS
2316
Evergreen Wealth Solutions
Pennsylvania
$609K -$29K -429 -5%
CWM
2317
Centric Wealth Management
Illinois
$609K +$2.79K +40 +0.5%
FBT
2318
First Bank & Trust
South Dakota
$609K -$3.32K -49 -0.5%
TC
2319
Trilogy Capital
California
$608K -$7.38K -109 -1%
CA
2320
CapWealth Advisors
Tennessee
$608K +$10.8K +159 +2%
TFM
2321
TFC Financial Management
Massachusetts
$608K
GCM
2322
Gladius Capital Management
Illinois
$608K +$103K +1,525 +20%
GGS
2323
Galvin Gaustad & Stein
Arizona
$608K -$85.7K -1,266 -12%
SFFS
2324
Stonehage Fleming Financial Services
Jersey
$606K +$606K +8,955 New
PWAC
2325
Private Wealth Advisors (California)
California
$605K +$2.16K +32 +0.4%