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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 %
LC
2976
Landaas & Company
Wisconsin
$209K +$209K +3,474 New
HA
2977
Hofer & Associates
California
$209K +$209K +3,470 New
LWM
2978
Laidlaw Wealth Management
New York
$209K -$456K -7,581 -69%
MWM
2979
Marion Wealth Management
Pennsylvania
$209K +$209K +3,467 New
CIAS
2980
CBIZ Investment Advisory Services
Ohio
$208K +$208K +3,443 New
TSWM
2981
Tyler-Stone Wealth Management
Ohio
$207K -$4.93K -82 -2%
MIM
2982
Meixler Investment Management
Arizona
$207K -$31.9K -530 -13%
WKSWA
2983
White Knight Strategic Wealth Advisors
New Jersey
$207K -$72.2K -1,200 -26%
TF
2984
Threadgill Financial
Texas
$206K +$206K +3,418 New
CAM
2985
Campion Asset Management
Virginia
$205K +$205K +3,415 New
MAC
2986
Mason & Associates (California)
California
$205K +$205K +3,412 New
EBSAM
2987
Eubel Brady & Suttman Asset Management
Ohio
$205K +$205K +3,405 New
TWA
2988
Talisman Wealth Advisors
New Jersey
$203K +$203K +3,374 New
RIS
2989
Retirement Income Solutions
Michigan
$203K +$203K +3,374 New
LAM
2990
LifePro Asset Management
California
$203K +$203K +3,370 New
CFA
2991
Cahill Financial Advisors
Minnesota
$203K +$203K +3,369 New
AGA
2992
Accuvest Global Advisors
Utah
$202K +$202K +3,365 New
CFP
2993
Curran Financial Partners
South Carolina
$202K +$202K +3,357 New
TFIPS
2994
Towarzystwo Funduszy Inwestycyjnych PZU SA
$202K – – –
CWA
2995
CJM Wealth Advisers
Virginia
$202K +$202K +3,354 New
AFM
2996
Armstrong Fleming & Moore
District of Columbia
$200K +$200K +3,330 New
SDWIA
2997
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$200K -$39.5K -656 -16%
VWM
2998
Valley Wealth Managers
New Jersey
$196K -$181 -3 -0.1%
FCMT
2999
Founders Capital Management (Texas)
Texas
$193K +$2.23K +37 +1%
AFWM
3000
Abich Financial Wealth Management
Virginia
$188K +$7.04K +117 +4%
118 119
120
121 122