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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 %
BJL
951
Brighton Jones LLC
Washington
$4.53M +$304K +5,047 +7%
GAM
952
Groupama Asset Management
France
$4.53M -$33.7M -171,362 -88%
LF
953
Longbow Finance
Switzerland
$4.51M +$4.51M +75,006 New
SL
954
Sentry LLC
Tennessee
$4.49M -$37.5K -623 -0.8%
BL
955
BFSG LLC
California
$4.47M +$59K +980 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
956
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.47M +$3.22M +53,563 +259%
GI
957
GAMCO Investors
Connecticut
$4.46M -$103K -1,705 -2%
CAAS
958
Capital Asset Advisory Services
Michigan
$4.44M +$59.7K +997 +1%
WANY
959
Wealthspire Advisors (New York)
New York
$4.44M -$893K -14,838 -17%
BB
960
Berkshire Bank
Massachusetts
$4.44M -$254K -4,220 -5%
FM
961
Family Management
New York
$4.43M +$73K +1,214 +2%
FWP
962
FAS Wealth Partners
Kansas
$4.43M +$51.2K +851 +1%
HCM
963
Hudson Capital Management
New Jersey
$4.41M -$19.4K -322 -0.4%
RCAG
964
Rehmann Capital Advisory Group
Michigan
$4.4M +$934K +15,521 +27%
NF
965
Nvest Financial
New Hampshire
$4.38M +$148K +2,456 +3%
NC
966
NovaPoint Capital
Georgia
$4.38M -$480K -7,984 -10%
BP
967
Ballentine Partners
Massachusetts
$4.37M -$544K -9,039 -11%
PS
968
Principal Securities
Iowa
$4.37M +$389K +6,464 +10%
FFM
969
Forum Financial Management
Illinois
$4.36M +$109K +1,807 +3%
VRM
970
Vectors Research Management
New York
$4.36M -$586K -9,745 -12%
PCMC
971
Planning Capital Management Corporation
Pennsylvania
$4.35M +$1.99K +33 +0%
RCM
972
Radnor Capital Management
Pennsylvania
$4.34M -$54.2K -900 -1%
SFG
973
SevenBridge Financial Group
Pennsylvania
$4.34M -$146K -2,445 -3%
GRP
974
Global Retirement Partners
California
$4.33M -$225K -3,741 -5%
MOS
975
MGO One Seven
Ohio
$4.33M +$73.5K +1,221 +2%
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