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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 %
BBWA
1126
Bell & Brown Wealth Advisors
California
$3.34M -$77.3K -1,284 -2%
AP
1127
Arlington Partners
Alabama
$3.33M -$137K -2,277 -4%
FHB
1128
First Hawaiian Bank
Hawaii
$3.33M -$216K -3,585 -6%
AWA
1129
Aaron Wealth Advisors
Illinois
$3.32M +$336K +5,584 +11%
WP
1130
Westmount Partners
California
$3.31M +$10.1K +168 +0.3%
SA
1131
SRH Advisors
Kansas
$3.3M -$4.33K -72 -0.1%
FCM
1132
Fourpath Capital Management
Oklahoma
$3.3M +$662 +11 +0%
KIC
1133
Kensington Investment Counsel
California
$3.29M -$837K -13,918 -20%
SWM
1134
SeaCrest Wealth Management
New York
$3.29M +$456K +7,573 +16%
MFWM
1135
Motley Fool Wealth Management
Virginia
$3.29M +$17.9K +297 +0.5%
TNB
1136
Thomasville National Bank
Georgia
$3.29M -$53.8K -894 -2%
CI Investments Inc
1137
CI Investments Inc
Ontario, Canada
$3.28M +$468K +7,769 +17%
WWM
1138
WT Wealth Management
Arizona
$3.27M +$100K +1,666 +3%
DFA
1139
Delta Financial Advisors
Louisiana
$3.26M +$4.63K +77 +0.1%
IAS
1140
Insigneo Advisory Services
Florida
$3.26M -$181K -3,000 -5%
MCM
1141
Mendel Capital Management
Arkansas
$3.26M -$61K -1,014 -2%
CGI
1142
Comgest Global Investors
France
$3.25M – – –
AFWM
1143
AMJ Financial Wealth Management
Virginia
$3.25M +$186K +3,093 +6%
CCG
1144
Ceeto Capital Group
Florida
$3.24M – – –
ACG
1145
Allen Capital Group
Nebraska
$3.24M +$193K +3,207 +6%
TCPG
1146
Trivant Custom Portfolio Group
California
$3.24M -$108K -1,799 -3%
QWM
1147
Quadcap Wealth Management
Texas
$3.23M +$24.1K +400 +0.8%
NG
1148
Northstar Group
New York
$3.23M +$31K +515 +1%
CIAS
1149
Capital Investment Advisory Services
North Carolina
$3.23M +$176K +2,921 +6%
GQG Partners
1150
GQG Partners
Florida
$3.22M -$115K -1,914 -3%
44 45
46
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