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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 %
HWA
2426
Heartwood Wealth Advisors
Virginia
$529K +$251K +3,702 +90%
SFB
2427
STAR Financial Bank
Indiana
$528K -$91.7K -1,355 -15%
KPWG
2428
KFA Private Wealth Group
Virginia
$528K -$465K -6,866 -47%
VCAM
2429
Van Cleef Asset Management
Ohio
$528K -$406K -6,000 -43%
BTIM
2430
BancFirst Trust & Investment Management
Oklahoma
$527K +$12K +177 +2%
PWM
2431
Power Wealth Management
Georgia
$526K -$250K -3,696 -32%
EWM
2432
EPG Wealth Management
Georgia
$526K -$429K -7,134 Closed
GF
2433
Gimbal Financial
Indiana
$525K -$13.9K -199 -3%
CRI
2434
Commonwealth Retirement Investments
Virginia
$525K -$49.4K -730 -9%
BA
2435
Bristlecone Advisors
Washington
$524K -$6.43K -95 -1%
DI
2436
DDFG Inc
California
$524K +$49.9K +737 +11%
CP
2437
Castleview Partners
Texas
$521K +$4.13K +61 +0.8%
WCF
2438
West Coast Financial
California
$521K +$2.03K +30 +0.4%
BWM
2439
Baron Wealth Management
Michigan
$520K +$49K +724 +10%
IAP
2440
Indie Asset Partners
Indiana
$520K +$61.3K +906 +13%
GSIAS
2441
Garden State Investment Advisory Services
New Jersey
$518K +$71K +1,047 +16%
BAM
2442
BOS Asset Management
Illinois
$518K
WA
2443
WESPAC Advisors
California
$516K -$150K -2,208 -22%
LOIP
2444
Live Oak Investment Partners
Texas
$515K
HA
2445
Hofer & Associates
California
$514K +$279K +4,126 +119%
CUAMC
2446
China Universal Asset Management Company
China
$514K -$139K -2,055 -21%
OHWA
2447
Oak Hill Wealth Advisors
Virginia
$512K +$512K +7,562 New
AWM
2448
Allen Wealth Management
North Carolina
$511K +$63K +931 +14%
MW
2449
Maia Wealth
Colorado
$510K +$510K +7,324 New
WAM
2450
Worth Asset Management
Texas
$510K +$186K +2,743 +57%