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 %
BCM
476
BTC Capital Management
Iowa
$15.4M +$15.4M +256,570 New
CIC
477
Cutler Investment Counsel
Oregon
$15.3M +$30.2K +501 +0.2%
JCM
478
Janney Capital Management
Pennsylvania
$15.3M -$498K -8,281 -3%
TRCT
479
Tower Research Capital (TRC)
New York
$15.2M -$22.8M -378,774 -60%
BMSSC
480
B. Metzler seel. Sohn & Co
Germany
$15.2M +$1.57M +26,148 +12%
NRG
481
Nemes Rush Group
Michigan
$15.2M +$494K +8,207 +3%
SAM
482
Securian Asset Management
Minnesota
$15.2M -$1.14M -18,883 -7%
PF
483
Phoenix Financial
Israel
$15.1M +$3.08M +51,059 +25%
SCA
484
Snowden Capital Advisors
New York
$15M +$2.68M +44,387 +22%
LSERS
485
Louisiana State Employees Retirement System
Louisiana
$15M -$584K -9,700 -4%
ACM
486
Advisors Capital Management
New Jersey
$15M -$3.1M -51,561 -17%
CAL
487
Capital Analysts LLC
Pennsylvania
$14.9M +$9.66M +160,483 +184%
GWM
488
GDS Wealth Management
Texas
$14.8M +$941K +15,644 +7%
ZDA
489
Zweig-DiMenna Associates
New York
$14.8M – – –
AM
490
AGF Management
Ontario, Canada
$14.8M -$2.33M -39,759 -14%
BMMM
491
Boston Mountain Money Management
Arkansas
$14.7M +$14.7M +244,268 New
VWM
492
Venturi Wealth Management
Texas
$14.7M +$950K +15,784 +7%
ANBT
493
American National Bank & Trust
Texas
$14.5M +$689K +11,455 +5%
PL
494
Parthenon LLC
Kentucky
$14.5M +$54.2K +900 +0.4%
UE
495
Unisphere Establishment
Liechtenstein
$14.4M – – –
HA
496
Hamel Associates
New Jersey
$14.4M -$30.7K -510 -0.2%
ASN
497
Advisory Services Network
Georgia
$14.2M +$488K +8,106 +4%
PP
498
Patten & Patten
Tennessee
$14.2M +$724K +12,035 +5%
FSA
499
Franklin Street Advisors
North Carolina
$14.1M -$49.4K -821 -0.3%
SB
500
Simmons Bank
Arkansas
$14.1M +$81.2K +1,350 +0.6%
18 19
20
21 22