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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 %
RHP
2951
Royal Harbor Partners
Texas
$219K +$219K +3,639 New
IAG
2952
Investment Advisory Group
Massachusetts
$219K +$219K +3,633 New
GWWM
2953
Great Waters Wealth Management
Minnesota
$218K +$218K +3,622 New
DWS
2954
Dynamic Wealth Strategies
California
$217K -$3.61K -60 -2%
PHAM
2955
Palisades Hudson Asset Management
Florida
$217K +$217K +3,593 New
FAM
2956
Flaharty Asset Management
Florida
$217K -$27K -449 -11%
BWP
2957
Barlow Wealth Partners
Kentucky
$216K +$216K +3,599 New
AC
2958
Avenir Corporation
Virginia
$216K +$216K +3,588 New
TPW
2959
TL Private Wealth
Texas
$216K +$216K +3,606 New
WCM
2960
WealthBridge Capital Management
Ohio
$215K +$215K +3,573 New
SCA
2961
STALEY CAPITAL ADVISERS
Pennsylvania
$215K +$215K +3,567 New
GWA
2962
Gratus Wealth Advisors
Virginia
$213K +$213K +3,600 New
SCM
2963
Sterneck Capital Management
Missouri
$213K -$727K -12,075 -77%
CJFS
2964
Coulter & Justus Financial Services
Tennessee
$213K -$32.9K -546 -13%
NCM
2965
Noesis Capital Mangement
Florida
$213K +$213K +3,537 New
LSA
2966
Lansing Street Advisors
Pennsylvania
$213K +$213K +3,532 New
TFCP
2967
Twin Focus Capital Partners
Massachusetts
$212K +$212K +3,523 New
CPIA
2968
Cornell Pochily Investment Advisors
New York
$211K +$211K +3,511 New
TWP
2969
Triad Wealth Partners
Kansas
$211K +$211K +3,510 New
LWA
2970
Lantern Wealth Advisors
New York
$211K -$108K -1,795 -34%
IA
2971
IFG Advisors
Missouri
$211K +$211K +3,500 New
TLCM
2972
Twin Lakes Capital Management
California
$210K – – –
THWM
2973
Taylor Hoffman Wealth Management
Virginia
$210K +$210K +3,498 New
SDJVC
2974
St. Denis J. Villere & Co
Louisiana
$210K +$210K +3,482 New
EA
2975
Evolution Advisers
Virginia
$209K +$964 +16 +0.5%
117 118
119
120 121