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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 %
SCP
1201
Silverleafe Capital Partners
Tennessee
$2.93M -$732K -12,164 -20%
WPC
1202
Wedmont Private Capital
Pennsylvania
$2.93M +$235K +3,924 +9%
WWM
1203
Western Wealth Management
Colorado
$2.93M -$1.26M -20,862 -30%
WSFS
1204
Wilmington Savings Fund Society
Delaware
$2.92M +$2.92M +48,534 New
DP
1205
Dearborn Partners
Illinois
$2.92M -$129K -2,152 -4%
MECA
1206
Miller Equity Capital Advisors
Texas
$2.92M – – –
MIM
1207
Miller Investment Management
Pennsylvania
$2.92M – – –
NW
1208
Naviter Wealth
Arkansas
$2.91M +$87.2K +1,444 +3%
IGGA
1209
Iron Gate Global Advisors
Utah
$2.91M +$18.4K +306 +0.6%
LNB
1210
Ledyard National Bank
$2.9M -$9.63K -160 -0.3%
EHWM
1211
Eads & Heald Wealth Management
Georgia
$2.9M -$193K -3,212 -6%
NHT
1212
New Hampshire Trust
New Hampshire
$2.9M +$32.3K +537 +1%
CSPIA
1213
Cary Street Partners Investment Advisory
Virginia
$2.89M +$87.4K +1,452 +3%
DBRC
1214
D.B. Root & Company
Pennsylvania
$2.89M +$31.6K +525 +1%
MG
1215
Mather Group
Illinois
$2.88M -$5.78M -36,654 -67%
GP
1216
Girard Partners
Pennsylvania
$2.88M -$513K -8,521 -15%
SFP
1217
Shepherd Financial Partners
Massachusetts
$2.87M +$158K +2,621 +6%
DWT
1218
Dorsey & Whitney Trust
South Dakota
$2.87M -$467K -7,755 -14%
OSNBOA
1219
Old Second National Bank of Aurora
Illinois
$2.87M -$116K -1,935 -4%
BP
1220
BBR Partners
New York
$2.87M +$245K +4,065 +9%
CWMU
1221
Caliber Wealth Management (Utah)
Utah
$2.86M +$107K +1,780 +4%
SNBOSD
1222
Security National Bank of So Dak
Iowa
$2.85M -$22.9K -380 -0.8%
PIM
1223
Penobscot Investment Management
Massachusetts
$2.84M +$290K +4,820 +11%
CPA
1224
Capital Planning Advisors
California
$2.83M +$406K +6,740 +17%
VF
1225
Virtu Financial
New York
$2.83M +$1.76M +29,258 +165%
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