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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 %
FA
2826
Financial Advisors
Massachusetts
$263K +$301 +5 +0.1%
FNBSF
2827
First National Bank Sioux Falls
South Dakota
$263K – – –
CPRC
2828
Consolidated Portfolio Review Corp
New York
$263K +$903 +15 +0.3%
RA
2829
Rise Advisors
New York
$262K +$128K +2,122 +95%
AAP
2830
Arax Advisory Partners
Colorado
$262K +$1.2K +20 +0.5%
SWM
2831
Sendero Wealth Management
Texas
$262K +$26.9K +447 +11%
FFWM
2832
Future Financial Wealth Management
Ohio
$262K – – –
TWM
2833
TriaGen Wealth Management
California
$262K – – –
MPW
2834
MGO Private Wealth
California
$261K +$24.9K +413 +11%
FSA
2835
Financial Sense Advisors
California
$260K +$120 +2 +0%
FNWA
2836
Financial Network Wealth Advisors
Utah
$260K -$6.56K -109 -2%
HWM
2837
Horizon Wealth Management
Illinois
$260K +$260K +4,314 New
FMN
2838
Financial Management Network
California
$259K +$259K +4,357 New
ACM
2839
Ategra Capital Management
Virginia
$259K – – –
CCM
2840
Crew Capital Management
Ohio
$259K +$259K +4,308 New
SHFA
2841
SS&H Financial Advisors
Michigan
$259K – – –
NFG
2842
Nadler Financial Group
Illinois
$258K +$258K +4,291 New
HFW
2843
Horizon Family Wealth
Illinois
$258K +$4.15K +69 +2%
WGAM
2844
Wilkinson Global Asset Management
New York
$257K – – –
CWM
2845
Collaborative Wealth Management
Florida
$257K -$7.16K -119 -3%
SIM
2846
SSI Investment Management
California
$257K -$4.87K -81 -2%
RHJA
2847
Rice Hall James & Associates
California
$256K -$9.03K -150 -3%
W
2848
WPWealth
Texas
$255K -$35.3K -586 -12%
FFL
2849
Financial Freedom LLC
Ohio
$255K +$361 +6 +0.1%
CWC
2850
Carolinas Wealth Consulting
North Carolina
$255K -$2.77M -46,015 -92%
112 113
114
115 116