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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 %
APC
3001
Aspire Private Capital
North Carolina
$187K +$37.5K +624 +25%
BGAI
3002
Bruce G. Allen Investments
Colorado
$184K -$12.4K -206 -6%
PCM
3003
Perritt Capital Management
Illinois
$183K +$602 +10 +0.3%
CFD
3004
Creative Financial Designs
Indiana
$183K +$19.4K +322 +12%
KLWA
3005
Kelly Lawrence W & Associates
California
$181K +$181K +3,000 New
ITFISA
3006
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$176K -$3.12K -54 -2%
GC
3007
Garde Capital
Washington
$174K -$8.8K -147 -5%
DCBT
3008
Dakota Community Bank & Trust
North Dakota
$172K -$3.79K -63 -2%
MSG
3009
Main Street Group
Virginia
$170K +$13.3K +221 +8%
MSFP
3010
Mark Sheptoff Financial Planning
Connecticut
$168K -$433K -7,202 -72%
KWAG
3011
Kiely Wealth Advisory Group
North Carolina
$168K – – –
BCM
3012
Blume Capital Management
California
$167K – – –
CWA
3013
Carolina Wealth Advisors
South Carolina
$167K +$34.3K +570 +26%
AEPWM
3014
Atlantic Edge Private Wealth Management
Florida
$166K +$301 +5 +0.2%
TIM
3015
Thompson Investment Management
Wisconsin
$166K +$60 +1 +0%
MWA
3016
Miller Wealth Advisors
Colorado
$165K – – –
MFA
3017
McClarren Financial Advisors
Pennsylvania
$164K +$101K +1,669 +159%
PCFFS
3018
Pacific Center for Financial Services
California
$162K – – –
DFA
3019
DHJJ Financial Advisors
Illinois
$160K -$7.22K -120 -4%
RA
3020
Rational Advisors
New York
$159K -$47K -781 -23%
W
3021
WealthCollab
Washington
$159K -$4.87K -81 -3%
C
3022
Covestor
United Kingdom
$154K +$3.8K +63 +3%
JSAM
3023
J. Safra Asset Management
New York
$151K – – –
IWP
3024
IAG Wealth Partners
Wisconsin
$149K +$113K +1,875 +309%
CCMI
3025
Creative Capital Management Investments
California
$148K -$3.79K -63 -2%
119 120
121
122 123