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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 %
NAS
1301
Nicolet Advisory Services
Wisconsin
$2.45M +$6.04K +101 +0.2%
RG
1302
Richelieu Gestion
France
$2.45M -$721K -11,979 -23%
AA
1303
Argent Advisors
Louisiana
$2.44M +$442K +7,345 +22%
SS
1304
Sunbelt Securities
Texas
$2.43M -$15K -250 -0.6%
EBWM
1305
Eagle Bluffs Wealth Management
Missouri
$2.43M +$13.7K +227 +0.6%
AWE
1306
Avidian Wealth Enterprises
Texas
$2.42M +$74.5K +1,238 +3%
ESB
1307
Essex Savings Bank
Connecticut
$2.41M -$4.81M -30,534 -67%
WI
1308
Wintrust Investments
Illinois
$2.39M -$33.4K -555 -1%
SJIM
1309
St. Johns Investment Management
Florida
$2.39M -$11.4K -190 -0.5%
ACI
1310
Alpha Cubed Investments
California
$2.38M +$707K +11,754 +42%
ZIG
1311
Zullo Investment Group
Pennsylvania
$2.37M +$20.2K +336 +0.9%
BOS
1312
Bank of Stockton
California
$2.37M -$12.2K -202 -0.5%
9WM
1313
9258 Wealth Management
Ohio
$2.37M +$23.5K +391 +1%
SNBOSCI
1314
Security National Bank of Sioux City Iowa
Iowa
$2.36M -$66.8K -1,110 -3%
BHA
1315
Beech Hill Advisors
New York
$2.36M +$5.66K +94 +0.2%
KCM
1316
Kathmere Capital Management
Pennsylvania
$2.35M +$345K +5,737 +17%
NMM
1317
Naples Money Management
Florida
$2.35M +$2.34M +38,913 +30,165%
SF
1318
Symphony Financial
Texas
$2.35M +$43.7K +727 +2%
SACTSONJ
1319
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.35M – – –
SGM
1320
Scalar Gauge Management
Texas
$2.35M +$542K +9,000 +30%
PCA
1321
Prosperity Capital Advisors
Ohio
$2.34M +$1.16M +19,267 +98%
DWM
1322
Darwin Wealth Management
Florida
$2.34M -$341K -5,667 -13%
MMG
1323
Monetary Management Group
Missouri
$2.34M +$155K +2,571 +7%
MWA
1324
Midland Wealth Advisors
Illinois
$2.34M +$93K +1,545 +4%
AFG
1325
Atomi Financial Group
New York
$2.33M +$879K +14,613 +60%
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