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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 %
TW
576
Transform Wealth
Colorado
$10.4M +$10.2M +168,741 +3,893%
TAIM
577
Te Ahumairangi Investment Management
New Zealand
$10.4M -$268K -4,450 -3%
GIA
578
GHP Investment Advisors
Colorado
$10.4M +$35.7K +593 +0.3%
GVAG
579
Great Valley Advisor Group
Delaware
$10.4M +$306K +5,086 +3%
MLICM
580
Metropolitan Life Insurance Company (MetLife)
New York
$10.4M -$93K -1,546 -0.9%
WC
581
Waterloo Capital
Texas
$10.3M +$3.31M +55,057 +47%
PGIM
582
Pacific Global Investment Management
California
$10.3M +$770K +12,797 +8%
CSIC
583
Clifford Swan Investment Counsel
California
$10.3M -$590K -9,803 -5%
AWAG
584
ARS Wealth Advisors Group
Florida
$10.3M -$657K -10,919 -6%
VIM
585
Vinva Investment Management
Australia
$10.2M +$1.06M +17,548 +11%
BHWM
586
Bar Harbor Wealth Management
New Hampshire
$10.2M +$78.9K +1,311 +0.8%
MCM
587
Mattern Capital Management
Colorado
$10.2M +$65.9K +1,095 +0.6%
VWA
588
Visionary Wealth Advisors
Illinois
$10.2M -$1.75K -29 -0%
PWW
589
Pettyjohn Wood & White
Virginia
$10.2M +$96.2K +1,598 +1%
LIM
590
Leavell Investment Management
Alabama
$10.2M +$1.23M +20,354 +14%
TC
591
TownSquare Capital
Utah
$10.2M +$11.7K +195 +0.1%
AWA
592
Arkadios Wealth Advisors
Georgia
$10.1M +$313K +5,196 +3%
CTA
593
Colonial Trust Advisors
South Carolina
$10.1M +$157K +2,617 +2%
LMIM
594
Lockheed Martin Investment Management
Maryland
$10M +$6.65M +115,260 +198%
CFM
595
Catalyst Funds Management
Australia
$9.99M +$9.99M +166,100 New
FTC
596
Farmers Trust Company
Ohio
$9.97M -$25.6K -426 -0.3%
SMI
597
Shelter Mutual Insurance
Missouri
$9.97M – – –
MWM
598
Moran Wealth Management
Florida
$9.97M -$183K -3,049 -2%
PAS
599
Park Avenue Securities
New York
$9.92M +$717K +11,911 +8%
CLOS
600
Compagnie Lombard Odier SCmA
Switzerland
$9.91M +$2.05M +33,997 +26%
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