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Walmart
WMT

Overview Fund Activity

3,431 hedge funds and large institutions have $220B invested in Walmart in 2024 Q3 according to their latest regulatory filings, with 279 funds opening new positions, 1,440 increasing their positions, 1,357 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,431
Holders Change
+146
Holders Change %
+4.44%
% of All Funds
49.62%
Holding in Top 10
190
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+27.52%
% of All Funds
2.75%
New
279
Increased
1,440
Reduced
1,357
Closed
92
Calls
$5.07B
Puts
$4.07B
Net Calls
+$1.01B
Net Calls Change
+$1.07B

Top Buyers

1
BlackRock
BlackRock
New York
+$3.1B
2
Jennison Associates
Jennison Associates
New York
+$1.23B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$623M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$581M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$224M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$2.13B
2
Millennium Management
Millennium Management
New York
-$658M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$374M
4
Amundi
Amundi
France
-$298M
5
BA
Bridgewater Associates
Connecticut
-$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
801
Boothbay Fund Management
New York
$8.24M +$292K +3,613 +4%
EA
802
Enclave Advisors
Texas
$8.22M +$8.22M +101,835 New
TYCC
803
Texas Yale Capital Corp
Florida
$8.18M +$122K +1,510 +2%
HWAM
804
Hennion & Walsh Asset Management
New Jersey
$8.16M +$808K +10,006 +11%
HIP
805
Harrell Investment Partners
Texas
$8.04M -$100K -1,238 -1%
APSI
806
Asset Planning Services Inc
Louisiana
$8.04M +$44.8K +555 +0.6%
SB
807
Strategic Blueprint
Georgia
$8.04M -$1.78M -21,996 -18%
WS
808
Wedbush Securities
California
$8.03M -$408K -5,056 -5%
CWG
809
Cornerstone Wealth Group
North Carolina
$8.01M -$130K -1,605 -2%
BRCM
810
Bright Rock Capital Management
Massachusetts
$7.99M -$4.85M -60,000 -38%
GRP
811
Global Retirement Partners
California
$7.96M +$214K +2,652 +3%
SAM
812
Silphium Asset Management
United Kingdom
$7.95M +$15.3K +190 +0.2%
DA
813
Denali Advisors
California
$7.95M +$7.95M +98,403 New
BA
814
Baugh & Associates
Georgia
$7.94M +$39.1K +499 +0.5%
EIP
815
Easterly Investment Partners
Massachusetts
$7.9M +$1.72M +21,241 +28%
WWA
816
WCG Wealth Advisors
Nevada
$7.89M +$263K +3,261 +3%
PIM
817
Plato Investment Management
Australia
$7.85M +$32K +397 +0.4%
KWM
818
Kingsview Wealth Management
Oregon
$7.83M -$6.64M -82,257 -46%
GCA
819
Greenwood Capital Associates
South Carolina
$7.81M -$2.93M -36,305 -27%
IA
820
IFG Advisory
Georgia
$7.77M +$144K +1,787 +2%
SVWAG
821
Sound View Wealth Advisors Group
Georgia
$7.77M +$1.04M +12,920 +16%
SAM
822
SignalPoint Asset Management
Missouri
$7.76M +$2.47K +31 +0%
OIM
823
Opus Investment Management
Massachusetts
$7.75M – – –
BWS
824
Buck Wealth Strategies
Colorado
$7.74M -$1.13M -14,003 -13%
DAM
825
Deltec Asset Management
New York
$7.74M +$162K +2,000 +2%
31 32
33
34 35