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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 %
SIAP
1176
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.06M +$86.4K +1,436 +3%
SIA
1177
Schechter Investment Advisors
Michigan
$3.06M +$13.1K +217 +0.4%
OWA
1178
Octavia Wealth Advisors
Ohio
$3.06M -$37.7K -625 -1%
PFA
1179
Pathway Financial Advisers
Indiana
$3.05M -$228K -3,788 -7%
PVI
1180
Pine Valley Investments
New Jersey
$3.05M -$24.8K -412 -0.8%
AIA
1181
AIMZ Investment Advisors
California
$3.04M -$108K -1,798 -3%
PWM
1182
Peterson Wealth Management
Nevada
$3.04M +$779K +12,953 +35%
GM
1183
GeoWealth Management
Illinois
$3.03M +$742K +12,340 +32%
MMHP
1184
Murphy Middleton Hinkle & Parker
Georgia
$3.03M +$35.3K +586 +1%
Koshinski Asset Management
1185
Koshinski Asset Management
Illinois
$3.03M +$538K +8,949 +22%
WCM
1186
Weaver Capital Management
Georgia
$3.02M +$424K +7,052 +16%
HCM
1187
Harvey Capital Management
Florida
$3.01M – – –
PTC
1188
Private Trust Company
Ohio
$3M +$31.3K +521 +1%
William Blair Investment Management
1189
William Blair Investment Management
Illinois
$2.99M -$60.5K -1,006 -2%
GIM
1190
Gold Investment Management
Alberta, Canada
$2.98M +$5.48K +91 +0.2%
GWANC
1191
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.98M +$141K +2,342 +5%
SFG
1192
Snider Financial Group
Washington
$2.98M +$104K +1,725 +4%
CTC
1193
Cetera Trust Company
Minnesota
$2.98M -$117K -1,950 -4%
NGA
1194
Naples Global Advisors
Florida
$2.97M -$19K -314 -0.6%
DAC
1195
Dividend Assets Capital
South Carolina
$2.97M -$40.9K -679 -1%
DPIM
1196
Duff & Phelps Investment Management
Illinois
$2.97M +$97.7K +1,624 +3%
FWM
1197
Finer Wealth Management
Massachusetts
$2.97M +$175K +2,916 +6%
VA
1198
Valmark Advisers
Ohio
$2.96M +$247K +4,103 +9%
OF
1199
Outfitter Financial
Maine
$2.96M -$253K -4,210 -8%
HH
1200
Hilltop Holdings
Texas
$2.94M +$81K +1,347 +3%
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