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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 %
ECM
1276
Evergreen Capital Management
Washington
$2.55M +$79.9K +1,323 +3%
MWM
1277
Mission Wealth Management
California
$2.54M -$135K -2,237 -5%
AC
1278
Abbrea Capital
California
$2.54M +$61.5K +1,019 +2%
HTHT
1279
Hemenway Trust Hemenway Trust
New Hampshire
$2.54M -$30.7K -510 -1%
OHWP
1280
Oak Harbor Wealth Partners
North Carolina
$2.54M +$7.64K +127 +0.3%
RHDIC
1281
R.H. Dinel Investment Counsel
California
$2.54M – – –
SLC
1282
Second Line Capital
Louisiana
$2.53M +$528K +8,745 +26%
RWM
1283
Rockline Wealth Management
New York
$2.53M +$69.1K +1,148 +3%
PFT
1284
Providence First Trust
Arizona
$2.53M +$473K +7,863 +23%
WCA
1285
Westover Capital Advisors
Delaware
$2.53M -$85K -1,412 -3%
CAM
1286
Cidel Asset Management
Ontario, Canada
$2.52M -$42.1K -700 -2%
EGM
1287
Engineers Gate Manager
New York
$2.52M -$20.5M -340,052 -89%
MWS
1288
Maxwell Wealth Strategies
California
$2.52M -$926K -14,275 -27%
ADIM
1289
Alpha DNA Investment Management
Maryland
$2.51M -$1.85M -30,786 -42%
DIM
1290
Delta Investment Management
California
$2.51M +$455K +7,570 +22%
ST
1291
Smithfield Trust
Pennsylvania
$2.51M -$60.1K -999 -2%
WBC
1292
Westpac Banking Corp
Australia
$2.5M -$453K -7,528 -15%
FHC
1293
First Heartland Consultants
Missouri
$2.5M +$103K +1,717 +4%
GAMC
1294
Garner Asset Management Corp
Texas
$2.49M -$219K -3,632 -8%
FDS
1295
Freedom Day Solutions
Texas
$2.48M -$71.8K -1,193 -3%
PAM
1296
Pegasus Asset Management
New York
$2.47M +$105K +1,744 +4%
DWA
1297
Delos Wealth Advisors
Texas
$2.46M +$642K +10,665 +35%
AHC
1298
Anderson Hoagland & Co
Missouri
$2.46M +$2.46M +40,556 New
IB
1299
Intrust Bank
Kansas
$2.46M -$40.8K -678 -2%
NAM
1300
NTV Asset Management
West Virginia
$2.46M -$37.8K -629 -2%
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