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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 %
LWMM
901
Legacy Wealth Management (Mississippi)
Mississippi
$5.03M – – –
PC
902
Permanens Capital
New York
$5.02M +$569K +9,429 +13%
CI
903
CX Institutional
Indiana
$5.02M +$221K +3,676 +5%
WCM
904
Windward Capital Management
California
$5M -$80.1K -1,331 -2%
BOH
905
Bank of Hawaii
Hawaii
$5M -$123K -2,048 -2%
LWCFA
906
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5M -$12.1K -201 -0.2%
HA
907
Herold Advisors
New York
$4.99M +$154K +2,555 +3%
EWM
908
Evercore Wealth Management
New York
$4.96M +$1.56K +26 +0%
FB
909
Fulton Bank
Pennsylvania
$4.95M -$109K -1,812 -2%
MFS
910
Mirabella Financial Services
United Kingdom
$4.95M +$260K +4,313 +6%
HC
911
Hourglass Capital
Texas
$4.94M -$36.8K -612 -0.7%
AF
912
Alerus Financial
North Dakota
$4.94M +$54.9K +912 +1%
CCT
913
Capital City Trust
Florida
$4.93M -$82.2K -1,366 -2%
BA
914
Birinyi Associates
Connecticut
$4.91M +$90K +1,495 +2%
GL
915
Graypoint LLC
New York
$4.91M -$64.9K -1,078 -1%
RMSCM
916
R.M. Sincerbeaux Capital Management
New York
$4.89M – – –
AAM
917
AR Asset Management
California
$4.87M – – –
DEA
918
DoubleLine ETF Adviser
Florida
$4.84M +$4.84M +80,423 New
KTM
919
Keeler Thomas Management
Utah
$4.83M -$186K -3,087 -4%
SCM
920
Silvant Capital Management
Georgia
$4.82M – – –
RA
921
RFG Advisory
Alabama
$4.81M -$88.8K -1,476 -2%
AIM
922
Anchor Investment Management
South Carolina
$4.81M +$197K +3,271 +4%
QIM
923
Quest Investment Management
Oregon
$4.8M – – –
RIA
924
Regal Investment Advisors
Michigan
$4.79M +$176K +2,931 +4%
KCPG
925
Kavar Capital Partners Group
Kansas
$4.78M -$5.27M -87,523 -52%
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