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Walmart
WMT

Overview Fund Activity

3,431 hedge funds and large institutions have $220B invested in Walmart in 2024 Q3 according to their latest regulatory filings, with 279 funds opening new positions, 1,440 increasing their positions, 1,357 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,431
Holders Change
+146
Holders Change %
+4.44%
% of All Funds
49.62%
Holding in Top 10
190
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+27.52%
% of All Funds
2.75%
New
279
Increased
1,440
Reduced
1,357
Closed
92
Calls
$5.07B
Puts
$4.07B
Net Calls
+$1.01B
Net Calls Change
+$1.07B

Top Buyers

1
BlackRock
BlackRock
New York
+$3.1B
2
Jennison Associates
Jennison Associates
New York
+$1.23B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$623M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$581M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$224M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$2.13B
2
Millennium Management
Millennium Management
New York
-$658M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$374M
4
Amundi
Amundi
France
-$298M
5
BA
Bridgewater Associates
Connecticut
-$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
526
CSM Advisors
Pennsylvania
$16.3M -$1.42M -17,628 -8%
ABTD
527
Arvest Bank Trust Division
Oklahoma
$16.2M +$16.2M +200,961 New
ASN
528
Advisory Services Network
Georgia
$16.1M – – –
TW
529
Trajan Wealth
Arizona
$16.1M +$1.03M +12,751 +7%
QC
530
Quadrature Capital
United Kingdom
$16.1M -$10.7M -132,307 -40%
WA
531
Waverly Advisors
Alabama
$16M +$1.49M +18,450 +10%
FG
532
Fiduciary Group
Georgia
$16M -$40.6K -503 -0.3%
AWM
533
AE Wealth Management
Kansas
$16M -$1.07M -13,254 -6%
Dodge & Cox
534
Dodge & Cox
California
$15.9M -$380K -4,700 -2%
RCYC
535
Richard C. Young & Co
Rhode Island
$15.9M +$285K +3,535 +2%
LI
536
LMCG Investments
Massachusetts
$15.9M -$455K -5,633 -3%
FAT
537
First American Trust
California
$15.8M +$688K +8,520 +5%
NPT
538
Nixon Peabody Trust
Massachusetts
$15.8M +$133K +1,653 +0.9%
TW
539
Transform Wealth
Colorado
$15.8M +$437K +5,408 +3%
PCM
540
Prana Capital Management
Connecticut
$15.8M -$4.75M -58,814 -23%
LIM
541
Leavell Investment Management
Alabama
$15.8M +$1.37M +16,913 +9%
BBHC
542
Brown Brothers Harriman & Co
New York
$15.7M +$446K +5,529 +3%
AWA
543
Arkadios Wealth Advisors
Georgia
$15.7M +$486K +6,022 +3%
MWM
544
Modera Wealth Management
New Jersey
$15.7M +$52K +644 +0.3%
RWM
545
Ritholtz Wealth Management
New York
$15.6M +$310K +3,833 +2%
AIM
546
Allen Investment Management
New York
$15.6M – – –
RP
547
Rowlandmiller & Partners
Georgia
$15.5M -$23.2K -287 -0.1%
ECM
548
ExodusPoint Capital Management
New York
$15.5M +$15.5M +191,959 New
JC
549
JB Capital
Connecticut
$15.4M +$71.9K +891 +0.5%
CHC
550
City Holding Co
West Virginia
$15.4M -$484 -6 -0%
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