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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 %
EI
1351
Ethic Inc
New York
$2.23M +$82.9K +1,377 +4%
CPIG
1352
Chicago Partners Investment Group
Illinois
$2.22M +$269K +4,545 +14%
TTWM
1353
TCV Trust & Wealth Management
Virginia
$2.22M -$1.26K -21 -0.1%
FRA
1354
Front Row Advisors
California
$2.22M +$21.8K +362 +1%
AG
1355
Advocate Group
Minnesota
$2.22M -$594K -9,865 -21%
EB
1356
Exchange Bank
California
$2.22M – – –
TFP
1357
Tilia Fiduciary Partners
North Carolina
$2.22M +$174K +2,900 +9%
CCA
1358
Catalyst Capital Advisors
New York
$2.22M – – –
MGP
1359
M&G plc
United Kingdom
$2.21M +$2.21M +36,906 New
KNW
1360
Kesler Norman & Wride
Utah
$2.21M -$141K -2,336 -6%
APP
1361
Avantax Planning Partners
Iowa
$2.21M +$61.3K +1,018 +3%
WCM
1362
Windsor Capital Management
Arizona
$2.21M -$29.2K -485 -1%
WAM
1363
Weatherly Asset Management
California
$2.2M -$17.5K -290 -0.8%
SIM
1364
Sterling Investment Management
Arizona
$2.2M -$13.4K -222 -0.6%
DA
1365
Doliver Advisors
Texas
$2.2M -$15.3K -254 -0.7%
BC
1366
Bowman & Company
Wisconsin
$2.2M -$53.5K -889 -2%
VAM
1367
Verity Asset Management
North Carolina
$2.19M +$32.4K +539 +2%
GCM
1368
Gibraltar Capital Management
Oklahoma
$2.19M -$82.5K -1,371 -4%
UHC
1369
Union Heritage Capital
Michigan
$2.19M +$300K +4,992 +16%
CWM
1370
Compass Wealth Management
Connecticut
$2.18M +$387K +6,435 +22%
BTI
1371
Blue Trust Inc
Georgia
$2.18M +$57.6K +958 +3%
WAAG
1372
Wealth Alliance Advisory Group
Kansas
$2.18M -$268K -4,460 -11%
AG
1373
AIA Group
Hong Kong
$2.17M -$5.84M -97,095 -73%
CFIA
1374
Cantor Fitzgerald Investment Advisors
New York
$2.17M -$313K -5,197 -13%
GCM
1375
Gables Capital Management
Florida
$2.17M -$42.4K -705 -2%
53 54
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