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 %
RT
651
Rockland Trust
Massachusetts
$8.94M -$2.45M -40,727 -22%
KJHP
652
K.J. Harrison & Partners
Ontario, Canada
$8.94M -$5.44M -90,451 -38%
SW
653
SVB Wealth
Massachusetts
$8.92M -$391K -6,494 -4%
SPG
654
Strategic Planning Group
Utah
$8.9M +$1.48M +24,588 +20%
CFG
655
Citizens Financial Group
Rhode Island
$8.89M +$2.29K +38 +0%
AAM
656
Auxier Asset Management
Oregon
$8.89M -$35.2K -585 -0.4%
EWA
657
EP Wealth Advisors
California
$8.88M +$269K +4,477 +3%
TFA
658
Toth Financial Advisory
Virginia
$8.87M +$36.2K +602 +0.4%
BWL
659
Bogart Wealth LLC
Virginia
$8.85M +$410K +6,821 +5%
AG
660
AlTi Global
New York
$8.79M +$3.89M +64,517 +80%
First Manhattan
661
First Manhattan
New York
$8.78M -$59.3K -985 -0.7%
TNBTD
662
Trustmark National Bank Trust Department
Mississippi
$8.77M +$196K +3,262 +2%
MA
663
Mutual Advisors
Nebraska
$8.74M +$1.09M +18,155 +14%
PAI
664
Pittenger & Anderson Inc
Nebraska
$8.72M +$5.84K +97 +0.1%
NB
665
Northwest Bancshares
Pennsylvania
$8.69M +$216K +3,594 +3%
BOC
666
Barbara Oil Co
Illinois
$8.66M – – –
MAM
667
Meeder Asset Management
Ohio
$8.66M +$7.88M +131,036 +1,013%
AA
668
ALPS Advisors
Colorado
$8.61M +$25.6K +426 +0.3%
VFA
669
Valeo Financial Advisors
Indiana
$8.58M +$433K +7,234 +5%
S
670
SignatureFD
Georgia
$8.55M +$57.9K +962 +0.7%
PFP
671
Pinnacle Financial Partners
Tennessee
$8.55M +$632K +10,502 +8%
KRSITF
672
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.5M -$674K -11,198 -7%
WTC
673
WhitTier Trust Company
Nevada
$8.48M +$391K +6,501 +5%
MM
674
Meridian Management
Arkansas
$8.48M +$6.32K +105 +0.1%
LFAS
675
Level Four Advisory Services
Texas
$8.47M -$16.4M -103,933 -66%
25 26
27
28 29