WMT icon

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 %
DA
3251
DCM Advisors
New York
– -$252K -4,800 Closed
TCMP
3252
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$246K -4,683 Closed
EPP
3253
ETF Portfolio Partners
Kansas
– -$243K -4,617 Closed
MIM
3254
Merrion Investment Management
New Jersey
– -$237K -4,500 Closed
BF
3255
Blankinship & Foster
California
– -$224K -4,254 Closed
SW
3256
StrongBox Wealth
Missouri
– -$215K -4,089 Closed
TLP
3257
Trinity Legacy Partners
Texas
– -$211K -4,008 Closed
WCA
3258
Waypoint Capital Advisors
Minnesota
– -$205K -3,894 Closed
CBFP
3259
Cedar Brook Financial Partners
Ohio
– -$206K -3,837 Closed
PIM
3260
Provident Investment Management
Michigan
– -$201K -3,825 Closed
DI
3261
DAGCO Inc
Ohio
– -$192K -3,663 Closed
SA
3262
Scarborough Advisors
Maryland
– -$155K -2,949 Closed
ODG
3263
O'Dell Group
Ohio
– -$150K -2,859 Closed
BCM
3264
Bourgeon Capital Management
Connecticut
– -$132K -2,514 Closed
AIA
3265
Arcadia Investment Advisors
Idaho
– -$94.6K -1,800 Closed
BI
3266
Bramshill Investments
Florida
– -$78.8K -1,500 Closed
MPA
3267
Marvin & Palmer Associates
Delaware
– -$71.1K -1,353 Closed
ORAM
3268
One River Asset Management
Connecticut
– -$70.2K -1,335 Closed
IUHSA
3269
Itau Unibanco Holding S.A.
Brazil
– -$67K -1,275 Closed
A
3270
AJOVista
Massachusetts
– -$57.5K -1,095 Closed
TCCM
3271
Timber Creek Capital Management
Massachusetts
– -$47.3K -900 Closed
DMKJ
3272
David M. Knott Jr
– -$35K -675 Closed
AWM
3273
Able Wealth Management
New Jersey
– -$29.9K -570 Closed
LFA
3274
Livelsberger Financial Advisory
Ohio
– -$23.6K -450 Closed
RIM
3275
Rockbridge Investment Management
New York
– -$20.5K -390 Closed
128 129 130
131
132