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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 %
LAS
2326
LWM Advisory Services
Florida
$232K +$232K +5,232 New
MAA
2327
Matrix Asset Advisors
New York
$231K
BWM
2328
Blossom Wealth Management
California
$231K +$13K +300 +6%
PCI
2329
Planning Center Inc
Illinois
$230K
CWC
2330
Carolinas Wealth Consulting
North Carolina
$230K +$1.47K +324 +0.6%
LWMG
2331
Levy Wealth Management Group
Pennsylvania
$230K +$230K +5,322 New
WWG
2332
West Wealth Group
California
$229K -$18.5K -429 -7%
HWM
2333
Horizon Wealth Management
Illinois
$229K -$13.8K -318 -6%
SIM
2334
Sadoff Investment Management
Wisconsin
$229K
TFA
2335
Triad Financial Advisors
North Carolina
$229K +$4.79K +111 +2%
D
2336
Diversified
Delaware
$227K
SCM
2337
Seascape Capital Management
New Hampshire
$227K +$227K +5,247 New
WWM
2338
Wagner Wealth Management
South Carolina
$226K -$40.6K -939 -15%
CLOS
2339
Compagnie Lombard Odier SCmA
Switzerland
$226K +$34.5K +795 +18%
CPSC
2340
Carl P. Sherr & Co
Massachusetts
$226K +$226K +5,217 New
AWM
2341
Angeles Wealth Management
California
$226K +$226K +5,238 New
FZCM
2342
Flynn Zito Capital Management
New York
$225K -$244K -5,643 -52%
BWM
2343
Buckley Wealth Management
Nevada
$225K -$13K -300 -5%
SWM
2344
SFG Wealth Management
Maryland
$225K +$130 +3 +0.1%
SW
2345
StrongBox Wealth
Missouri
$225K +$130 +3 +0.1%
OCM
2346
Objective Capital Management
Ohio
$224K -$40.4K -936 -15%
SFC
2347
SYM Financial Corp
Indiana
$224K -$3.37K -78 -1%
MF
2348
Montis Financial
Massachusetts
$224K
AWA
2349
Alta Wealth Advisors
Massachusetts
$224K +$389 +9 +0.2%
VBFG
2350
Vishria Bird Financial Group
Tennessee
$223K