WMT icon

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 %
CIM
2451
Contravisory Investment Management
Massachusetts
$439K -$6.8K -113 -2%
WDG
2452
Wealth Dimensions Group
Ohio
$439K +$3.91K +65 +0.9%
OW
2453
Olistico Wealth
Oklahoma
$437K -$241 -4 -0.1%
SWM
2454
Seed Wealth Management
Illinois
$437K -$26.1K -435 -6%
TW
2455
Traveka Wealth
California
$436K -$21.2K -352 -5%
1IA
2456
1620 Investment Advisors
Massachusetts
$435K -$2.17K -36 -0.5%
NRC
2457
New Republic Capital
North Carolina
$434K -$301 -5 -0.1%
NA
2458
Navellier & Associates
Nevada
$434K -$135K -2,250 -24%
CSI
2459
Cross Staff Investments
New York
$432K
E
2460
ETFidea
New York
$432K -$604K -10,046 -58%
UAML
2461
US Asset Management LLC
Pennsylvania
$431K -$11.8K -197 -3%
AOWM
2462
Alpha Omega Wealth Management
Virginia
$431K -$24.9K -414 -5%
BWM
2463
Blossom Wealth Management
California
$430K +$903 +15 +0.2%
WLG
2464
Williamson Legacy Group
Indiana
$430K +$41.2K +684 +11%
Legacy Financial Group (Iowa)
2465
Legacy Financial Group (Iowa)
Iowa
$429K +$429K +7,136 New
EWM
2466
EPG Wealth Management
Georgia
$429K -$11.9K -198 -3%
OWA
2467
One Wealth Advisors
California
$429K +$120K +1,991 +39%
BSHC
2468
Breed's Hill Capital
Massachusetts
$429K -$16.6K -276 -4%
2L
2469
25 LLC
Missouri
$429K +$8.85K +147 +2%
SPC
2470
Stewart & Patten Company
California
$429K
SHFP
2471
Second Half Financial Partners
Florida
$429K +$54.2K +901 +14%
KFS
2472
Keynote Financial Services
Connecticut
$429K +$429K +7,122 New
HFRG
2473
Houlihan Financial Resource Group
Virginia
$428K -$8.01K -133 -2%
BBPWM
2474
Blue Bell Private Wealth Management
Pennsylvania
$428K +$722 +12 +0.2%
FFA
2475
Fi3 Financial Advisors
Indiana
$428K +$41.6K +696 +11%