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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 %
FW
2401
FirstPurpose Wealth
Utah
$466K -$4.06K -67 -0.9%
GXJ
2402
Global X Japan
Japan
$465K +$94.2K +1,566 +25%
GF
2403
Gimbal Financial
Indiana
$465K +$12.2K +202 +3%
ARC
2404
Advisor Resource Council
Texas
$464K -$2.9M -18,419 -86%
CA
2405
Crewe Advisors
Utah
$464K +$464K +7,705 New
VIA
2406
Virtus Investment Advisers
Connecticut
$464K +$206K +3,429 +80%
KWM
2407
Keating Wealth Management
Colorado
$463K
FWP
2408
Falcon Wealth Planning
California
$463K -$50K -831 -10%
TCWM
2409
Total Clarity Wealth Management
Illinois
$462K +$29.3K +487 +7%
LI
2410
LVZ Inc
Michigan
$462K -$12.6K -209 -3%
OIS
2411
Okabena Investment Services
Minnesota
$462K -$5.78K -96 -1%
WCF
2412
West Coast Financial
California
$461K +$9.15K +152 +2%
EL
2413
EWA LLC
Pennsylvania
$461K +$105K +1,731 +29%
PPWM
2414
Perissos Private Wealth Management
Oklahoma
$461K +$461K +7,656 New
BAM
2415
BOS Asset Management
Illinois
$460K
CP
2416
Castleview Partners
Texas
$459K +$1.5K +25 +0.3%
IFO
2417
Independent Family Office
New York
$458K
TFA
2418
Teamwork Financial Advisors
Texas
$458K -$64.5K -1,072 -12%
BTIM
2419
BancFirst Trust & Investment Management
Oklahoma
$456K -$144K -2,400 -24%
AI
2420
AXS Investments
New York
$456K +$27.6K +458 +6%
EP
2421
Essential Planning
New Hampshire
$455K -$910K -5,774 -67%
BIM
2422
Bullseye Investment Management
Ohio
$455K -$55.4K -920 -11%
LJHT
2423
Laurie J. Hall Trustee
$454K -$31.6K -525 -7%
MAM
2424
McLean Asset Management
Virginia
$454K +$2.21K +37 +0.5%
DJYG
2425
David J. Yvars Group
Florida
$453K +$10.7K +177 +2%