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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 %
OAM
1076
Occidental Asset Management
California
$3.61M +$279K +4,632 +8%
AWM
1077
Aries Wealth Management
Maine
$3.6M -$57.8K -961 -2%
FGP
1078
Foyston, Gordon, & Payne
Ontario, Canada
$3.6M – – –
FHA
1079
Flagship Harbor Advisors
Massachusetts
$3.59M +$223K +3,714 +7%
RSWM
1080
Robertson Stephens Wealth Management
California
$3.59M -$1.55M -25,744 -30%
CAM
1081
ClariVest Asset Management
California
$3.58M -$8.46M -140,652 -70%
CBB
1082
Citizens Business Bank
California
$3.57M -$15.4K -256 -0.4%
HNW
1083
High Note Wealth
Minnesota
$3.57M +$96.7K +1,607 +3%
CG
1084
Caprock Group
Idaho
$3.56M +$211K +3,490 +6%
WP
1085
WealthShield Partners
North Carolina
$3.56M +$75.6K +1,252 +2%
WIA
1086
World Investment Advisors
California
$3.55M -$517K -8,568 -13%
CA
1087
CGN Advisors
Kansas
$3.54M +$58.8K +977 +2%
MCM
1088
MV Capital Management
Maryland
$3.54M +$290K +4,822 +9%
VIA
1089
Vickerman Investment Advisors
Washington
$3.54M -$12.1K -201 -0.3%
CW
1090
CreativeOne Wealth
Kansas
$3.54M +$1.06M +17,574 +43%
BFA
1091
Benedict Financial Advisors
Georgia
$3.53M -$25.2K -419 -0.7%
CIP
1092
Convergence Investment Partners
Florida
$3.53M +$346K +5,743 +11%
SFI
1093
Siemens Fonds Invest
Germany
$3.53M +$660K +10,973 +23%
ET
1094
Equitable Trust
Tennessee
$3.53M +$381K +6,336 +12%
DAM
1095
Deltec Asset Management
New York
$3.51M +$1.28M +21,250 +57%
MMPW
1096
Mitchell McLeod Pugh & Williams
Alabama
$3.51M +$7.22K +120 +0.2%
PWA
1097
Phoenix Wealth Advisors
North Carolina
$3.5M +$772K +12,829 +28%
KC
1098
Kinloch Capital
Virginia
$3.49M +$128K +2,123 +4%
CTFG
1099
Capstone Triton Financial Group
Oklahoma
$3.46M -$402K -6,679 -10%
Tudor Investment Corp
1100
Tudor Investment Corp
Connecticut
$3.46M -$20.9M -347,293 -86%
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