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Walmart
WMT

Overview Fund Activity

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

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.41B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$877M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$461M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$350M
5
Bank of America
Bank of America
North Carolina
+$253M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.38B
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$444M
3
Marshall Wace
Marshall Wace
United Kingdom
-$420M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$406M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
2626
Lyell Wealth Management
California
$349K +$67.5K +1,121 +24%
THL
2627
Tillman Hartley LLC
Colorado
$349K +$4.63K +77 +1%
MFA
2628
Mayflower Financial Advisors
Massachusetts
$349K +$9.45K +157 +3%
OCM
2629
Objective Capital Management
Ohio
$348K +$4.51K +75 +1%
BWP
2630
Balboa Wealth Partners
Arizona
$348K +$8.48K +141 +3%
LFA
2631
Lauterbach Financial Advisors
Texas
$348K +$60 +1 +0%
CPL
2632
CAP Partners LLC
Tennessee
$347K +$10.1K +168 +3%
SWM
2633
Seaside Wealth Management
California
$347K – – –
AWM
2634
Avaii Wealth Management
Wisconsin
$346K -$1.02K -17 -0.3%
LF
2635
LifePlan Financial
Minnesota
$346K – – –
TAM
2636
Tealwood Asset Management
Minnesota
$346K – – –
SRC
2637
Sage Rhino Capital
California
$346K -$7.64K -127 -2%
OL
2638
Owen LaRue
Kentucky
$343K -$15.2K -252 -4%
IFU
2639
iSAM Funds (UK)
United Kingdom
$343K -$1.41M -23,351 -80%
KWA
2640
Kellett Wealth Advisors
Ohio
$342K +$60 +1 +0%
OWA
2641
Outlook Wealth Advisors
Texas
$342K -$8.3K -138 -2%
OWA
2642
Opal Wealth Advisors
New York
$342K -$5.3K -88 -2%
WPWM
2643
Western Pacific Wealth Management
Illinois
$342K – – –
SP
2644
Sequent Planning
Nebraska
$341K +$341K +5,673 New
MLFP
2645
MPS Loria Financial Planners
Illinois
$341K -$85.9K -1,428 -20%
EI
2646
Ellevest Inc
New York
$340K +$34.7K +577 +11%
CAWM
2647
Capital Advisors Wealth Management
Washington
$340K +$29K +482 +9%
CC
2648
Commons Capital
Massachusetts
$340K +$903 +15 +0.3%
DM
2649
Deerfield Management
New York
$339K +$339K +5,637 New
SCM
2650
Semanteon Capital Management
Massachusetts
$337K +$337K +5,609 New
104 105
106
107 108