WMT icon

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 %
NECFA
2401
New England Capital Financial Advisors
Connecticut
$547K +$3.05K +45 +0.6%
FA
2402
Fermata Advisors
California
$546K +$281K +4,150 +106%
GPA
2403
Garrison Point Advisors
California
$546K -$3.18K -47 -0.6%
FBFS
2404
First Business Financial Services
Wisconsin
$545K +$12.1K +178 +2%
ZAM
2405
Zevin Asset Management
Massachusetts
$545K -$123K -1,818 -18%
DJYG
2406
David J. Yvars Group
Florida
$541K +$31.3K +462 +6%
PPWM
2407
Perissos Private Wealth Management
Oklahoma
$541K +$22.1K +327 +4%
CWMGP
2408
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$538K -$11.9K -176 -2%
NAM
2409
NorthCrest Asset Manangement
Minnesota
$538K -$87.6K -1,294 -14%
SWA
2410
Sax Wealth Advisors
New Jersey
$538K +$74.2K +1,096 +16%
NERM
2411
New England Research & Management
Illinois
$536K
BWG
2412
Beta Wealth Group
California
$535K +$27.3K +403 +5%
WFS
2413
Walker Financial Services
Kentucky
$535K -$61.6K -910 -10%
AAB
2414
ABN AMRO Bank
Netherlands
$535K +$22.9K +335 +4%
IIM
2415
InTrack Investment Management
Vermont
$535K +$90.7K +1,340 +20%
TFA
2416
Teamwork Financial Advisors
Texas
$534K +$18.3K +270 +4%
GWSA
2417
Global Wealth Strategies & Associates
Colorado
$534K -$40.6K -600 -7%
WCM
2418
Wedge Capital Management
North Carolina
$533K +$7.65K +113 +1%
FUBT
2419
First United Bank & Trust
Maryland
$533K +$382K +5,635 +252%
PWP
2420
Precedent Wealth Partners
Texas
$532K -$22.1K -326 -4%
LSIA
2421
LaSalle St. Investment Advisors
Illinois
$531K +$264K +3,907 +99%
SM
2422
Sciencast Management
New Jersey
$530K +$530K +7,834 New
LI
2423
LVZ Inc
Michigan
$530K +$9.68K +143 +2%
NA
2424
Nottingham Advisors
New York
$530K +$530K +7,821 New
AIM
2425
Avity Investment Management
Connecticut
$529K