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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 %
PCM
2926
Pointe Capital Management
Michigan
$226K +$226K +3,762 New
WF
2927
Whelan Financial
California
$226K +$226K +3,756 New
CAL
2928
Capital Advisors Ltd
Ohio
$226K +$12.4K +205 +6%
AW
2929
Avion Wealth
Texas
$225K +$41.7K +693 +23%
TRIA
2930
Trail Ridge Investment Advisors
Colorado
$225K +$225K +3,735 New
IA
2931
IMZ Advisory
Florida
$224K -$60 -1 -0%
GF
2932
Gries Financial
Ohio
$224K +$224K +3,716 New
DFG
2933
Demars Financial Group
Washington
$224K -$198K -3,292 -47%
LWMI
2934
Landmark Wealth Management (Illinois)
Illinois
$223K +$223K +3,711 New
CCWM
2935
Correct Capital Wealth Management
Missouri
$223K -$6.5K -108 -3%
JWWM
2936
Johnson & White Wealth Management
Pennsylvania
$223K +$223K +3,709 New
CIC
2937
Concord Investment Counsel
California
$222K +$222K +3,696 New
KWM
2938
Kolinsky Wealth Management
New Jersey
$222K +$222K +3,692 New
ECML
2939
Eagle Capital Management (Louisiana)
Louisiana
$222K +$222K +3,687 New
MPW
2940
Monterey Private Wealth
California
$221K +$221K +3,671 New
OFW
2941
Omnia Family Wealth
Florida
$221K +$221K +3,654 New
CTA
2942
Chesley Taft & Associates
Illinois
$220K +$220K +3,663 New
VIM
2943
Vista Investment Management
Pennsylvania
$220K +$220K +3,661 New
KCM
2944
Kendall Capital Management
Maryland
$220K +$220K +3,660 New
CPSC
2945
Carl P. Sherr & Co
Massachusetts
$220K +$220K +3,655 New
DWG
2946
Darden Wealth Group
Michigan
$220K +$220K +3,655 New
CWA
2947
Capital Wealth Alliance
Arizona
$220K +$220K +3,655 New
TF
2948
Talbot Financial
Washington
$219K +$219K +3,647 New
ECAM
2949
East Coast Asset Management
Massachusetts
$219K +$219K +3,644 New
GWAM
2950
Guardian Wealth Advisors (Minnesota)
Minnesota
$219K +$219K +3,644 New
116 117
118
119 120