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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 %
AAM
2376
Austin Asset Management
Texas
$562K +$13.2K +195 +2%
SI
2377
Seeds Investor
New York
$562K +$213K +3,144 +61%
HFS
2378
Howard Financial Services
Texas
$561K +$8.94K +132 +2%
GFL
2379
Granite FO LLC
New Hampshire
$561K
RA
2380
Ruggaard & Associates
Ohio
$560K +$20.3K +300 +4%
BWP
2381
Balboa Wealth Partners
Arizona
$560K +$169K +2,498 +43%
CCA
2382
Cobblestone Capital Advisors
New York
$560K
MA
2383
MKT Advisors
California
$560K +$6.99K +100 +1%
EL
2384
EWA LLC
Pennsylvania
$556K +$18.4K +260 +3%
GKWIM
2385
Gerber Kawasaki Wealth & Investment Management
California
$556K -$55.3K -816 -9%
RIM
2386
Redwood Investment Management
Arizona
$556K -$36.2K -535 -6%
SWM
2387
Seed Wealth Management
Illinois
$555K +$60.9K +900 +12%
SFA
2388
Source Financial Advisors
New York
$553K -$6.7K -99 -1%
KS
2389
Karpas Strategies
Connecticut
$553K +$2.84K +42 +0.5%
CSC
2390
Caldwell Sutter Capital
California
$552K -$29.4K -434 -5%
FSC
2391
Full Sail Capital
Oklahoma
$552K +$3.25K +48 +0.6%
MFC
2392
Mechanics Financial Corp
Ohio
$552K +$12.9K +190 +2%
JCM
2393
Jacobsen Capital Management
Utah
$550K +$8.87K +131 +2%
LF
2394
LifeSteps Financial
California
$550K +$12.9K +191 +2%
HSWM
2395
Hubbell Strickland Wealth Management
Louisiana
$550K +$1.02K +15 +0.2%
MAM
2396
McLean Asset Management
Virginia
$550K +$15.3K +217 +3%
CS
2397
Capital Square
Tennessee
$549K -$12.7K -180 -2%
ARG
2398
Advisory Resource Group
Oklahoma
$548K -$7.79K -115 -1%
NCTC
2399
New Covenant Trust Company
Indiana
$548K -$32K -452 -6%
LWM
2400
Lakeridge Wealth Management
Ohio
$547K +$39K +576 +8%