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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 %
CRI
2351
Commonwealth Retirement Investments
Virginia
$510K +$2.41K +40 +0.5%
CRIG
2352
Charter Research & Investment Group
Connecticut
$510K -$5.42K -90 -1%
SWM
2353
Sculati Wealth Management
Michigan
$509K -$71.7K -1,191 -12%
CWM
2354
Circle Wealth Management
New Jersey
$508K +$602 +10 +0.1%
UWM
2355
USAdvisors Wealth Management
Minnesota
$508K -$88K -1,450 -15%
CPW
2356
Cove Private Wealth
New York
$508K
CWM
2357
Concentrum Wealth Management
California
$507K +$13.4K +222 +3%
BA
2358
Bluesphere Advisors
Pennsylvania
$507K +$181 +3 +0%
RWP
2359
Ridgecrest Wealth Partners
California
$506K +$3.01K +50 +0.6%
ML
2360
McAdam LLC
Pennsylvania
$504K +$29.9K +497 +6%
FWP
2361
Firethorn Wealth Partners
Georgia
$504K +$11.5K +191 +2%
SCM
2362
Steele Capital Management
Iowa
$503K +$17.9K +296 +4%
MA
2363
Modus Advisors
Minnesota
$503K -$7.58K -126 -1%
KA
2364
Klingman & Associates
New York
$502K +$26.2K +435 +5%
AA
2365
Addison Advisors
Vermont
$502K +$2.05K +34 +0.4%
FB
2366
First Bancorp
Maine
$502K +$4.21K +70 +0.8%
1IA
2367
1834 Investment Advisors
Wisconsin
$500K -$199K -3,304 -28%
LIA
2368
LBMC Investment Advisors
Tennessee
$500K +$60 +1 +0%
RWP
2369
Revolve Wealth Partners
New Jersey
$500K +$26.7K +444 +6%
SPWG
2370
Sage Private Wealth Group
Illinois
$499K +$82.2K +1,366 +20%
SDWMA
2371
Schneider Downs Wealth Management Advisors
Pennsylvania
$499K +$190K +3,156 +61%
CCA
2372
Cobblestone Capital Advisors
New York
$498K +$36.1K +600 +8%
SFA
2373
Source Financial Advisors
New York
$498K -$205K -3,414 -29%
ARG
2374
Advisory Resource Group
Oklahoma
$494K -$17.9K -298 -4%
NCTC
2375
New Covenant Trust Company
Indiana
$493K +$493K +8,191 New