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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 %
DWP
701
Daymark Wealth Partners
Ohio
$7.88M +$18.3K +304 +0.2%
KCM
702
Kingdon Capital Management
New York
$7.85M +$7.85M +130,500 New
FT
703
Fiduciary Trust
Massachusetts
$7.84M +$326K +5,420 +4%
OBGC
704
O'Brien Greene & Co
Pennsylvania
$7.79M +$95.3K +1,584 +1%
WAM
705
Walker Asset Management
Missouri
$7.76M +$49K +815 +0.6%
ECM
706
ExodusPoint Capital Management
New York
$7.75M -$42.1M -700,376 -84%
HKIM
707
Hayek Kallen Investment Management
Alabama
$7.75M +$82.4K +1,370 +1%
PA
708
Parallel Advisors
California
$7.74M +$387K +6,425 +5%
FM
709
Foster & Motley
Ohio
$7.74M -$3.06M -50,914 -28%
JWM
710
JGP Wealth Management
Oregon
$7.72M -$129K -2,149 -2%
LNWWM
711
Laird Norton Wetherby Wealth Management
California
$7.7M -$58.2K -968 -0.8%
LWANC
712
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.7M +$65.5K +1,089 +0.9%
IB
713
Iyo Bank
Japan
$7.68M – – –
CAM
714
Carret Asset Management
New York
$7.68M -$34.2K -568 -0.4%
CIA
715
Covington Investment Advisors
Pennsylvania
$7.66M -$389K -6,460 -5%
RC
716
Roundview Capital
New Jersey
$7.65M -$4.75K -79 -0.1%
AWP
717
Ascent Wealth Partners
New York
$7.65M -$2.26M -37,525 -23%
CMP
718
Coston McIsaac & Partners
Maine
$7.65M +$84.2K +1,399 +1%
BL
719
BCWM LLC
Kansas
$7.6M -$1.39M -23,069 -15%
GP
720
Greenline Partners
New York
$7.59M – – –
SWM
721
Spire Wealth Management
Virginia
$7.54M +$819K +13,619 +12%
AC
722
Addenda Capital
Quebec, Canada
$7.49M -$21K -348 -0.3%
CIA
723
Capital Investment Advisors
Georgia
$7.49M +$204K +3,398 +3%
PRC
724
Pearl River Capital
Michigan
$7.46M +$7.46M +124,064 New
GIM
725
Goelzer Investment Management
Indiana
$7.45M -$78.1K -1,298 -1%
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