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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 %
VC
2351
Vicus Capital
Pennsylvania
$584K +$52.4K +774 +10%
CA
2352
Crewe Advisors
Utah
$583K +$61.5K +908 +12%
JWM
2353
Jackson Wealth Management
Florida
$582K
CAM
2354
Columbia Asset Management
Michigan
$581K +$388K +5,736 +202%
LFGO
2355
Legacy Financial Group (Oklahoma)
Oklahoma
$581K -$52.1K -769 -8%
UWM
2356
USAdvisors Wealth Management
Minnesota
$577K +$10.7K +158 +2%
BB
2357
Bell Bank
North Dakota
$577K
RWP
2358
Revolve Wealth Partners
New Jersey
$576K +$13.2K +195 +2%
TA
2359
TFG Advisers
Michigan
$574K -$7.72K -114 -1%
CWM
2360
Concentrum Wealth Management
California
$574K +$3.79K +56 +0.7%
CRIG
2361
Charter Research & Investment Group
Connecticut
$574K
SCM
2362
Steele Capital Management
Iowa
$572K +$7.52K +111 +1%
CPW
2363
Cove Private Wealth
New York
$572K
FWP
2364
Falcon Wealth Planning
California
$571K +$50.6K +747 +10%
RWP
2365
Ridgecrest Wealth Partners
California
$570K
TVAMP
2366
Tennessee Valley Asset Management Partners
Tennessee
$570K +$258K +3,808 +83%
ORAM
2367
One River Asset Management
Connecticut
$568K +$568K +8,388 New
COCM
2368
Charter Oak Capital Management
New Hampshire
$568K -$82K -1,211 -13%
WIM
2369
Westside Investment Management
California
$567K -$15.5K -233 -3%
EDRIA
2370
Edmonds Duncan Registered Investment Advisors
Kansas
$566K -$27.2K -401 -5%
MA
2371
Modus Advisors
Minnesota
$566K +$68 +1 +0%
FB
2372
First Bancorp
Maine
$564K -$677 -10 -0.1%
SDWMA
2373
Schneider Downs Wealth Management Advisors
Pennsylvania
$564K +$2.71K +40 +0.5%
1IA
2374
1834 Investment Advisors
Wisconsin
$563K
LIA
2375
LBMC Investment Advisors
Tennessee
$563K +$68 +1 +0%