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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 %
BFA
3226
Brendel Financial Advisors
New Hampshire
– -$664K -12,642 Closed
SGA
3227
Strategic Global Advisors
California
– -$656K -12,483 Closed
SFM
3228
Spartan Fund Management
Canada
– -$651K -12,390 Closed
IWA
3229
Invera Wealth Advisors
Oregon
– -$624K -11,865 Closed
QCM
3230
Qsemble Capital Management
New York
– -$590K -11,220 Closed
VI
3231
Versor Investments
New York
– -$585K -11,130 Closed
EFI
3232
EHP Funds Inc
Canada
– -$552K -10,500 Closed
AFG
3233
AFS Financial Group
Maryland
– -$545K -10,365 Closed
MM
3234
MQS Management
New York
– -$516K -9,813 Closed
SFFS
3235
Stonehage Fleming Financial Services
Jersey
– -$483K -9,195 Closed
WAM
3236
Weiss Asset Management
Massachusetts
– -$478K -9,090 Closed
JDR
3237
Jay D. Rosenbaum
– -$471K -8,961 Closed
SCA
3238
Southern Capital Advisors
Tennessee
– -$446K -8,481 Closed
OHWA
3239
Oak Hill Wealth Advisors
Virginia
– -$427K -8,127 Closed
KA
3240
Kooman & Associates
Pennsylvania
– -$404K -7,680 Closed
GCM
3241
Gallacher Capital Management
Colorado
– -$374K -7,113 Closed
TCM
3242
Triumph Capital Management
Colorado
– -$342K -6,480 Closed
CWM
3243
Curi Wealth Management
North Carolina
– -$338K -6,435 Closed
KOC
3244
Koss-Olinger Consulting
Florida
– -$338K -6,435 Closed
SC
3245
Scholtz & Company
Connecticut
– -$331K -6,300 Closed
KA
3246
Kure Advisory
Minnesota
– -$331K -6,297 Closed
AWM
3247
Arista Wealth Management
Nevada
– -$328K -6,246 Closed
GCP
3248
Garda Capital Partners
Minnesota
– -$296K -5,628 Closed
LAS
3249
Lloyd Advisory Services
Georgia
– -$267K -5,088 Closed
HKIMG
3250
Hutchens & Kramer Investment Management Group
Indiana
– -$261K -4,974 Closed
128 129
130
131 132