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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 %
CICC
826
Capital Investment Counsel (Colorado)
Colorado
$5.88M +$2.1M +34,870 +55%
DT
827
Diversified Trust
Tennessee
$5.88M -$587K -9,751 -9%
TYCC
828
Texas Yale Capital Corp
Florida
$5.88M +$253K +4,200 +4%
SAM
829
SignalPoint Asset Management
Missouri
$5.87M +$250K +4,159 +4%
FFA
830
Fragasso Financial Advisors
Pennsylvania
$5.84M -$362K -6,018 -6%
SAM
831
Strategy Asset Managers
California
$5.82M +$181K +3,009 +3%
FMWA
832
Forvis Mazars Wealth Advisors
Missouri
$5.79M +$124K +2,055 +2%
AAS
833
Ameritas Advisory Services
Nebraska
$5.79M +$619K +10,338 +12%
RMAM
834
Raab & Moskowitz Asset Management
New Jersey
$5.79M +$38.5K +640 +0.7%
OIM
835
Opus Investment Management
Massachusetts
$5.78M – – –
SP
836
Symmetry Partners
Connecticut
$5.77M -$442K -7,344 -7%
PD
837
Point72 (DIFC)
United Arab Emirates
$5.77M +$5.77M +95,841 New
FNBOO
838
First National Bank of Omaha
Nebraska
$5.76M -$5.38M -61,335 -48%
RFM
839
Royal Fund Management
Florida
$5.75M +$29.6K +492 +0.5%
HCM
840
Horrell Capital Management
Arkansas
$5.7M +$26.5K +441 +0.5%
CA
841
Commerzbank Aktiengesellschaft
Germany
$5.68M +$466K +7,743 +9%
SAM
842
Silvercrest Asset Management
New York
$5.65M -$388K -6,442 -6%
CA
843
Clearstead Advisors
Ohio
$5.64M +$244K +4,045 +5%
SIAG
844
Signet Investment Advisory Group
Rhode Island
$5.63M +$66.1K +1,098 +1%
IA
845
IFG Advisory
Georgia
$5.6M -$480K -7,980 -8%
ONB
846
Old National Bancorp
Indiana
$5.59M -$559K -9,285 -9%
AIM
847
Acropolis Investment Management
Missouri
$5.59M -$89.9K -1,494 -2%
WWA
848
WCG Wealth Advisors
Nevada
$5.56M -$497K -8,266 -8%
ST
849
Spinnaker Trust
Maine
$5.56M +$148K +2,467 +3%
PIM
850
Plato Investment Management
Australia
$5.54M +$4.58M +76,100 +477%
32 33
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