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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 %
CRB
801
Chad R. Baker
$6.2M – – –
AIMCA
802
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.16M – – –
FFA
803
Farther Finance Advisors
California
$6.15M -$89.5K -1,491 -1%
TCM
804
Twin Capital Management
Pennsylvania
$6.13M -$276K -4,585 -4%
MFG
805
Merit Financial Group
Georgia
$6.11M +$2.82M +47,209 +86%
PT
806
Plimoth Trust
Massachusetts
$6.1M -$90.6K -1,506 -1%
HWAM
807
Hennion & Walsh Asset Management
New Jersey
$6.1M -$379K -6,299 -6%
FPAS
808
Focus Partners Advisor Solutions
Missouri
$6.07M +$4.44M +73,785 +272%
DIM
809
DLK Investment Management
California
$6.07M +$143K +2,379 +2%
CWG
810
Cornerstone Wealth Group
North Carolina
$6.04M +$307K +5,096 +5%
SWM
811
Scissortail Wealth Management
Oklahoma
$6.03M +$6.03M +100,139 New
ADL
812
Asset Dedication LLC
California
$6.03M +$168K +2,791 +3%
CPC
813
Consolidated Planning Corp
Georgia
$6.02M +$207K +3,439 +4%
BPC
814
Banque Pictet & Cie
Switzerland
$5.99M +$469K +7,800 +8%
FCH
815
Freestone Capital Holdings
Washington
$5.99M +$243K +4,033 +4%
LCM
816
Landscape Capital Management
New Jersey
$5.98M +$5.98M +99,442 New
KWM
817
Kingsview Wealth Management
Oregon
$5.97M -$4.41M -73,270 -42%
VT
818
Vise Technologies
New York
$5.96M +$860K +14,291 +17%
APSI
819
Asset Planning Services Inc
Louisiana
$5.95M -$16.5K -275 -0.3%
SEC
820
Seven Eight Capital
New York
$5.91M +$5.41M +89,850 +1,063%
FLPIM
821
F.L. Putnam Investment Management
Massachusetts
$5.91M -$423K -7,034 -7%
DPAM
822
Degroof Petercam Asset Management
Belgium
$5.9M -$217K -3,600 -4%
NW
823
NewEdge Wealth
Pennsylvania
$5.89M +$482K +8,068 +9%
SAM
824
Silphium Asset Management
United Kingdom
$5.88M – – –
HCM
825
Hilton Capital Management
New York
$5.88M +$16.5K +275 +0.3%
31 32
33
34 35