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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 %
KCFA
1426
Key Client Fiduciary Advisors
New Jersey
$1.95M +$80.8K +1,343 +4%
MWM
1427
MGB Wealth Management
Texas
$1.95M +$27.1K +450 +1%
SAF
1428
Smith Anglin Financial
Texas
$1.95M +$85.3K +1,418 +5%
QPWM
1429
Quadrant Private Wealth Management
Pennsylvania
$1.95M -$514K -8,511 -21%
TCM
1430
TD Capital Management
Tennessee
$1.94M +$652K +10,835 +51%
WSC
1431
Wellington Shields & Co
New York
$1.94M +$782 +13 +0%
FAM
1432
Formidable Asset Management
Ohio
$1.94M +$1.52M +25,317 +364%
MCA
1433
MSH Capital Advisors
Arizona
$1.94M -$993K -16,501 -34%
VA
1434
Verdad Advisers
Massachusetts
$1.94M +$1.94M +32,216 New
FFS
1435
Founders Financial Securities
Maryland
$1.93M -$105K -1,738 -5%
DCM
1436
Dudley Capital Management
Virginia
$1.93M +$5.7K +95 +0.3%
FFN
1437
Focus Financial Network
Minnesota
$1.93M -$1.45M -24,540 -43%
PPWP
1438
Proquility Private Wealth Partners
Nevada
$1.93M +$55.1K +916 +3%
GI
1439
GAMMA Investing
California
$1.93M +$350K +5,809 +22%
OIA
1440
Optimum Investment Advisors
Illinois
$1.92M +$27.3K +453 +1%
OFS
1441
OMC Financial Services
New York
$1.92M +$1.92M +31,961 New
JIP
1442
Jaffetilchin Investment Partners
Florida
$1.92M +$6.68K +111 +0.3%
TA
1443
TruWealth Advisors
Louisiana
$1.92M -$10.5K -174 -0.5%
CP
1444
Canopy Partners
Ohio
$1.92M +$123K +2,043 +7%
PA
1445
Procyon Advisors
Connecticut
$1.92M -$2.59K -43 -0.1%
3IP
1446
3Chopt Investment Partners
Virginia
$1.91M +$40K +663 +2%
HCP
1447
Holt Capital Partners
Texas
$1.91M -$4.69K -78 -0.2%
ACM
1448
Argent Capital Management
Missouri
$1.91M – – –
BIG
1449
Brooklyn Investment Group
New York
$1.91M -$36.7K -612 -2%
HCM
1450
Highview Capital Management
Illinois
$1.9M +$84K +1,396 +5%
56 57
58
59 60