WMT icon

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 %
BW
1026
Bison Wealth
Georgia
$3.88M -$2.41K -40 -0.1%
WBC
1027
West Branch Capital
Massachusetts
$3.88M +$369K +6,137 +11%
GIM
1028
Guardian Investment Management
California
$3.87M +$24.1K +400 +0.6%
FMTCOCP
1029
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.85M -$189K -3,133 -5%
FAP
1030
Financial Advisory Partners
Florida
$3.84M -$632K -10,509 -14%
GLA
1031
Great Lakes Advisors
Illinois
$3.84M -$2.52M -41,839 -40%
FF
1032
Fluent Financial
Texas
$3.83M -$1.02M -16,937 -21%
RPC
1033
Rossmore Private Capital
Connecticut
$3.83M +$127K +2,115 +3%
1WA
1034
180 Wealth Advisors
Washington
$3.83M +$129K +2,148 +3%
SFI
1035
SPC Financial Inc
Maryland
$3.81M +$1.79M +29,830 +89%
SC
1036
Syon Capital
California
$3.81M -$3.15M -52,282 -45%
1SB
1037
1ST Source Bank
Indiana
$3.81M -$61.2K -1,017 -2%
IAN
1038
Integrated Advisors Network
Texas
$3.81M -$38.7K -643 -1%
FGAM
1039
Financial Gravity Asset Management
Texas
$3.81M -$36.9M -438,945 -91%
GFS
1040
GYL Financial Synergies
Connecticut
$3.78M +$137K +2,284 +4%
BCCM
1041
Bridge Creek Capital Management
Massachusetts
$3.78M -$31.6K -525 -0.8%
MSAM
1042
Moloney Securities Asset Management
Missouri
$3.78M -$553K -9,187 -13%
SMC
1043
Smith, Moore & Co
Missouri
$3.77M +$184K +3,066 +5%
PAM
1044
Peninsula Asset Management
Florida
$3.77M +$126K +2,100 +3%
CAM
1045
Councilmark Asset Management
Tennessee
$3.75M +$3.75M +62,370 New
PRS
1046
Pinkerton Retirement Specialists
Idaho
$3.74M +$557K +9,254 +17%
LOIM
1047
Liberty One Investment Management
Illinois
$3.74M +$204K +3,397 +6%
SBIA
1048
Sheaff Brock Investment Advisors
Indiana
$3.74M -$122K -2,020 -3%
PP
1049
Pacifica Partners
Canada
$3.74M -$13.4K -221 -0.4%
SSWM
1050
Smith Salley Wealth Management
North Carolina
$3.73M -$696K -11,570 -16%
40 41
42
43 44