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Walmart

2,606 hedge funds and large institutions have $105B invested in Walmart in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,121 increasing their positions, 1,074 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-111
Holders Change %
-4.09%
% of All Funds
44.06%
Holding in Top 10
78
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.89%
% of All Funds
1.32%
New
139
Increased
1,121
Reduced
1,074
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BBPWM
2426
Blue Bell Private Wealth Management
Pennsylvania
$197K -$73.3K -1,809 -27%
EWM
2427
Evermay Wealth Management
Virginia
$197K -$45.4K -1,119 -19%
MSFP
2428
Mark Sheptoff Financial Planning
Connecticut
$196K -$601K -14,820 -75%
IFS
2429
Intelligent Financial Strategies
Minnesota
$196K -$40.2K -993 -17%
GKIM
2430
GW&K Investment Management
Massachusetts
$194K -$2.07K -51 -1%
EI
2431
Ellevest Inc
New York
$193K -$50.8K -1,251 -21%
GLLW
2432
Graves Light Lenhart Wealth
Virginia
$192K -$13.1K -324 -6%
FP
2433
Financial Perspectives
Minnesota
$192K
BWP
2434
Baldwin Wealth Partners
Massachusetts
$190K -$5.96K -147 -3%
CYG
2435
Clean Yield Group
Vermont
$188K
ACM
2436
Antonetti Capital Management
Florida
$183K -$34.7K -855 -16%
JEST
2437
JTC Employer Solutions Trustee
Jersey
$182K -$18.2K -450 -9%
CLOS
2438
Compagnie Lombard Odier SCmA
Switzerland
$178K -$634K -15,726 -78%
EL
2439
EMFO LLC
Florida
$178K
KFI
2440
Key Financial Inc
Pennsylvania
$172K +$7.6K +186 +5%
Cohen & Steers
2441
Cohen & Steers
New York
$171K +$67.2K +1,653 +65%
APW
2442
Acima Private Wealth
Virginia
$167K
MGIM
2443
M&G Investment Management
United Kingdom
$166K +$20K +492,303 +14%
KA
2444
Kozak & Associates
Colorado
$166K -$29.6K -729 -15%
TFGT
2445
TS Financial Group (TSFG)
Illinois
$166K -$15.5K -384 -9%
HFS
2446
Heritage Financial Services
Massachusetts
$163K +$163K +4,032 New
BWL
2447
Bogart Wealth LLC
Virginia
$162K +$23.3K +576 +17%
MCA
2448
Maryland Capital Advisors
Maryland
$146K -$3.04K -75 -2%
BA
2449
Bivin & Associates
Oklahoma
$144K -$6.08K -150 -4%
BRWM
2450
B. Riley Wealth Management
Tennessee
$143K -$26.1K -21,687 -15%