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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 %
WLG
2451
Williamson Legacy Group
Indiana
$510K +$25.9K +383 +5%
WDG
2452
Wealth Dimensions Group
Ohio
$509K +$15K +222 +3%
FIM
2453
Fernwood Investment Management
Massachusetts
$509K -$257K -3,794 -34%
EW
2454
Element Wealth
Mississippi
$508K -$16.7K -246 -3%
SCM
2455
Stonebridge Capital Management
California
$508K
FGA
2456
Fortis Group Advisors
New Jersey
$508K +$45.7K +675 +10%
FCMC
2457
Founders Capital Management (Connecticut)
Connecticut
$508K
LAI
2458
Legal Advantage Investments
California
$508K
SCI
2459
S&CO Inc
Massachusetts
$507K
LL
2460
LWMG LLC
Minnesota
$506K +$27.8K +411 +6%
MAG
2461
M3 Advisory Group
Massachusetts
$504K +$103K +1,516 +26%
JWM
2462
Jupiter Wealth Management
Colorado
$504K +$190K +2,765 +60%
TWP
2463
Triad Wealth Partners
Kansas
$503K +$265K +3,915 +112%
AC
2464
Apella Capital
Connecticut
$503K +$31.2K +447 +7%
SFS
2465
Sharp Financial Services
Pennsylvania
$501K -$117K -1,734 -19%
TW
2466
Traveka Wealth
California
$500K +$9.55K +141 +2%
C
2467
CEDRUS
Colorado
$500K +$72.5K +1,071 +17%
SM
2468
Sweeney & Michel
California
$500K +$979 +14 +0.2%
CCM
2469
Carlson Capital Management
Minnesota
$499K +$1.76K +26 +0.4%
ACM
2470
Accent Capital Management
Ohio
$499K +$35.5K +525 +8%
Legacy Financial Group (Iowa)
2471
Legacy Financial Group (Iowa)
Iowa
$497K +$14K +207 +3%
GFPC
2472
Global Financial Private Client
Florida
$497K
LWMG
2473
Levy Wealth Management Group
Pennsylvania
$496K +$332K +4,904 +202%
FCCM
2474
First City Capital Management
Georgia
$495K -$3.52K -52 -0.7%
AAP
2475
Arax Advisory Partners
Colorado
$495K +$200K +2,948 +68%