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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 %
IIL
1376
Insight Inv LLC
California
$2.16M +$9.93K +165 +0.5%
CA
1377
Continuum Advisory
Idaho
$2.16M -$127K -2,097 -6%
EP
1378
Eudaimonia Partners
Tennessee
$2.16M +$5.05K +84 +0.2%
GWMR
1379
GC Wealth Management RIA
Massachusetts
$2.16M +$552K +9,169 +34%
BIA
1380
Beacon Investment Advisors
Maryland
$2.15M +$56.2K +934 +3%
CA
1381
Claro Advisors
Massachusetts
$2.14M +$51.5K +856 +2%
SAM
1382
Shell Asset Management
Netherlands
$2.13M +$400K +5,912 +23%
OC
1383
Oarsman Capital
Wisconsin
$2.13M -$85.6K -1,422 -4%
BAM
1384
Belpointe Asset Management
Nevada
$2.13M +$228K +3,797 +12%
AIM
1385
Aigen Investment Management
New York
$2.12M +$2.12M +35,275 New
MMA
1386
Miracle Mile Advisors
California
$2.12M -$4.8M -79,718 -69%
EFS
1387
Essex Financial Services
Connecticut
$2.12M +$183K +3,040 +9%
HWA
1388
HCR Wealth Advisors
California
$2.11M +$2.05K +34 +0.1%
CBT
1389
CoreFirst Bank & Trust
Kansas
$2.1M -$9.33K -155 -0.4%
IIC
1390
Ironwood Investment Counsel
Arizona
$2.1M -$63.2K -1,050 -3%
I
1391
InceptionR
California
$2.09M +$2.09M +34,687 New
WWM
1392
Wolff Wiese Magana
California
$2.09M +$13.8K +230 +0.7%
GWP
1393
Gen-Wealth Partners
Michigan
$2.08M +$2.08M +34,612 New
PWP
1394
Pursue Wealth Partners
California
$2.08M – – –
EWA
1395
Etesian Wealth Advisors
Oregon
$2.08M -$74.3K -1,235 -3%
BHBT
1396
Burke & Herbert Bank & Trust
Virginia
$2.07M -$367K -6,093 -15%
RFA
1397
ROI Financial Advisors
Oregon
$2.05M +$4.81K +80 +0.2%
EA
1398
Ellsworth Advisors
Ohio
$2.04M +$34.9K +581 +2%
LB
1399
Legacy Bridge
Iowa
$2.04M +$94.7K +1,574 +5%
SAM
1400
Secure Asset Management
Michigan
$2.04M +$538K +8,946 +36%
54 55
56
57 58