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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 %
MWM
626
Marietta Wealth Management
Georgia
$9.42M +$170K +2,820 +2%
GAA
627
Global Assets Advisory
Florida
$9.4M +$9.4M +564,256 New
RC
628
RBF Capital
California
$9.35M – – –
WM
629
WS Management
Florida
$9.34M – – –
MCM
630
Monarch Capital Management
Indiana
$9.34M -$197K -3,265 -2%
FVWA
631
Foster Victor Wealth Advisors
South Carolina
$9.32M -$272K -4,534 -3%
TSS
632
Two Sigma Securities
New York
$9.32M -$7.71M -128,065 -45%
VAS
633
Valicenti Advisory Services
New York
$9.31M -$773K -12,840 -8%
AWM
634
AE Wealth Management
Kansas
$9.3M -$42.9M -713,100 -82%
BFG
635
Bleakley Financial Group
New Jersey
$9.3M -$294K -4,893 -3%
DAS
636
Dynamic Advisor Solutions
Arizona
$9.22M -$884K -14,690 -9%
EF
637
Empirical Finance
Pennsylvania
$9.2M +$315K +5,237 +4%
HAG
638
HighPoint Advisor Group
Illinois
$9.2M -$18.5M -306,188 -67%
HT
639
Heritage Trust
Oklahoma
$9.18M +$31.4K +522 +0.3%
TCOV
640
Trust Company of Vermont
Vermont
$9.16M +$821K +13,649 +10%
KAM
641
KEB Asset Management
Illinois
$9.07M +$96K +1,595 +1%
PI
642
Parkside Investments
Illinois
$9.07M -$370K -6,145 -4%
JFG
643
Jefferies Financial Group
New York
$9.04M -$260K -4,314 -3%
IPW
644
Invictus Private Wealth
Colorado
$9.03M -$3.1M -51,519 -26%
MIG
645
McGuire Investment Group
Rhode Island
$9.03M +$1.57M +26,105 +21%
EWM
646
Executive Wealth Management
Michigan
$9.02M -$1.43M -23,818 -14%
OPCM
647
Osborne Partners Capital Management
California
$8.99M -$20K -333 -0.2%
WAS
648
Wesleyan Assurance Society
United Kingdom
$8.98M – – –
IWM
649
IHT Wealth Management
Illinois
$8.95M -$418K -6,942 -4%
HFS
650
Hantz Financial Services
Michigan
$8.94M -$797K -13,239 -8%
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