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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 %
HCA
926
Horan Capital Advisors
Ohio
$4.76M +$11.1K +185 +0.2%
AWM
927
Ameliora Wealth Management
Switzerland
$4.75M +$18.7K +310 +0.4%
SAMC
928
Spectrum Asset Management (California)
California
$4.74M +$395K +6,538 +9%
BCV
929
Banque Cantonale Vaudoise
Switzerland
$4.73M -$1.45M -24,148 -23%
WPW
930
Waldron Private Wealth
Pennsylvania
$4.72M +$161K +2,678 +4%
DWM
931
Dakota Wealth Management
Florida
$4.7M +$1.86M +30,845 +65%
WEG
932
World Equity Group
Illinois
$4.69M -$722K -11,996 -13%
RAG
933
RIA Advisory Group
Iowa
$4.68M +$4.68M +77,776 New
ACM
934
Alpha Capital Management
Texas
$4.67M -$118K -1,964 -2%
EDRH
935
Edmond de Rothschild Holding
Switzerland
$4.66M -$9.79M -162,760 -68%
EAMA
936
EFG Asset Management (Americas)
Florida
$4.65M -$1.78M -29,565 -28%
RI
937
Redwood Investments
Massachusetts
$4.65M +$971K +18,400 +26%
LS
938
Leelyn Smith
Illinois
$4.65M -$105K -1,746 -2%
IAIM
939
International Assets Investment Management
Florida
$4.64M +$629K +10,480 +16%
BEI
940
Benjamin Edwards Inc
Missouri
$4.62M -$12.4K -206 -0.3%
CT
941
Colonial Trust
South Carolina
$4.62M +$46K +765 +1%
SP
942
Stonebrook Private
Michigan
$4.61M +$295K +4,903 +7%
MCM
943
Mitchell Capital Management
Kansas
$4.58M +$108K +1,800 +2%
LG
944
LaFleur & Godfrey
Michigan
$4.58M -$84.8K -1,410 -2%
SC
945
Slow Capital
California
$4.55M -$255K -4,233 -5%
Simplex Trading
946
Simplex Trading
Illinois
$4.55M -$28.1M -467,831 -86%
NWM
947
Northcape Wealth Management
New York
$4.54M -$145K -2,406 -3%
HCM
948
Hall Capital Management
Rhode Island
$4.54M -$142K -2,356 -3%
NP
949
NorthRock Partners
Minnesota
$4.53M -$848K -14,086 -16%
ST
950
Somerset Trust
Pennsylvania
$4.53M +$135K +2,248 +3%
36 37
38
39 40