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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 %
MAWCM
3051
Mine & Arao Wealth Creation & Management
California
$116K +$60 +1 +0.1%
OA
3052
Operose Advisors
Wisconsin
$116K +$9.03K +150 +8%
BHWM
3053
Beaird Harris Wealth Management
Texas
$113K +$25K +416 +28%
PO
3054
Private Ocean
California
$111K +$1.38K +23 +1%
CIR
3055
Clear Investment Research
Georgia
$111K -$903 -15 -0.8%
FG
3056
Fairman Group
Pennsylvania
$109K – – –
ICM
3057
Islay Capital Management
Texas
$108K – – –
CMA
3058
Cedar Mountain Advisors
Oregon
$108K +$5.96K +99 +6%
CC
3059
Centiva Capital
New York
$108K +$108K +1,790 New
OP
3060
ORG Partners
Indiana
$105K -$3.69M -61,419 -97%
LIA
3061
Luken Investment Analytics
Tennessee
$99.8K +$1.2K +20 +1%
BWP
3062
Baldwin Wealth Partners
Massachusetts
$98.6K -$36.1K -600 -27%
SOW
3063
State of Wyoming
Wyoming
$97.5K +$11K +183 +13%
RDFA
3064
Ritter Daniher Financial Advisory
Ohio
$91.3K – – –
JEST
3065
JTC Employer Solutions Trustee
Jersey
$91K -$182K -3,000 -67%
PCA
3066
Providence Capital Advisors
North Carolina
$90.3K – – –
KHC
3067
Koesten Hirschmann & Crabtree
Kansas
$87.2K – – –
RTL
3068
Red Tortoise LLC
Georgia
$87.2K +$8.12K +135 +10%
RWM
3069
Ruedi Wealth Management
Illinois
$86.1K +$15.9K +264 +23%
VF
3070
VitalStone Financial
Texas
$86K +$26.3K +437 +44%
CQS
3071
Credential Qtrade Securities
$84.4K +$69.6K +1,157 +470%
AWM
3072
Activest Wealth Management
Florida
$83.5K +$3.85K +64 +5%
SVCP
3073
Silicon Valley Capital Partners
California
$83.3K -$60 -1 -0.1%
TVWM
3074
Tower View Wealth Management
Wisconsin
$82.8K -$1.69K -28 -2%
QL
3075
Quarry LP
New York
$80.2K +$80.2K +1,333 New
121 122
123
124 125