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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 %
BWG
1051
Berry Wealth Group
Texas
$3.73M -$533K -8,855 -12%
AF
1052
Arrow Financial
New York
$3.72M -$724K -12,037 -16%
GGHC
1053
Gilder Gagnon Howe & Co
New York
$3.72M -$124K -2,055 -3%
ANTB
1054
AMG National Trust Bank
Colorado
$3.72M +$11.4K +189 +0.3%
LM
1055
Lincluden Management
Ontario, Canada
$3.72M -$46.7K -776 -1%
HCM
1056
Hengehold Capital Management
Ohio
$3.71M -$213K -3,533 -5%
LGF
1057
LGT Group Foundation
Liechtenstein
$3.7M -$2.33M -38,788 -39%
PAM
1058
Palisade Asset Management
Minnesota
$3.69M -$79.8K -1,326 -2%
CFCI
1059
Comprehensive Financial Consultants Institutional
Indiana
$3.68M -$11.9K -198 -0.3%
QI
1060
Qtron Investments
Massachusetts
$3.68M +$321K +5,343 +10%
SIA
1061
SeaBridge Investment Advisors
New Jersey
$3.67M +$539K +8,959 +17%
TG
1062
TCW Group
California
$3.66M -$608K -10,107 -14%
APWM
1063
Argonautica Private Wealth Management
Massachusetts
$3.66M +$51K +848 +1%
MJRIC
1064
Mogy Joel R Investment Counsel
California
$3.66M -$49.5K -822 -1%
FFP
1065
FourThought Financial Partners
Florida
$3.66M +$17.3K +287 +0.5%
CI
1066
Centerstone Investors
New York
$3.65M – – –
MSS
1067
Mitchell Sinkler & Starr
Pennsylvania
$3.63M +$122K +2,031 +3%
TW
1068
TrinityPoint Wealth
Connecticut
$3.63M +$107K +1,782 +3%
MPM
1069
Meritage Portfolio Management
Kansas
$3.63M -$73.5K -1,222 -2%
EWA
1070
EverSource Wealth Advisors
Alabama
$3.62M +$526K +8,856 +17%
GSC
1071
Grey Street Capital
Illinois
$3.62M +$3.26M +54,053 +903%
GWM
1072
Geneos Wealth Management
Colorado
$3.62M +$276K +4,582 +8%
QPBE
1073
Quintet Private Bank (Europe)
Luxembourg
$3.61M -$1.46M -21,076 -29%
MIC
1074
Meridian Investment Counsel
California
$3.61M -$72.7K -1,209 -2%
QCG
1075
Quadrant Capital Group
Ohio
$3.61M +$40.7K +676 +1%
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