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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 %
VDI
1501
Vaughan David Investments
Illinois
$1.76M +$32.3K +536 +2%
AFP
1502
Ausdal Financial Partners
Iowa
$1.76M -$42.4K -705 -2%
BONH
1503
Bank of New Hampshire
New Hampshire
$1.76M -$37.2K -618 -2%
FPB
1504
First PREMIER Bank
South Dakota
$1.75M -$22.6K -375 -1%
IP
1505
Ignite Planners
California
$1.75M -$229K -3,824 -12%
FCP
1506
Fidelis Capital Partners
Florida
$1.75M -$65.2K -1,083 -4%
MSCM
1507
McElhenny Sheffield Capital Management
Texas
$1.74M +$602K +10,001 +53%
ZIC
1508
ZWJ Investment Counsel
Georgia
$1.74M +$747K +12,419 +75%
BI
1509
Ballast Inc
Kentucky
$1.74M +$181K +3,005 +12%
CA
1510
CoreCap Advisors
Michigan
$1.73M -$874K -14,525 -34%
Wolverine Trading
1511
Wolverine Trading
Illinois
$1.73M -$10.4M -173,448 -86%
CMTU
1512
Capital Markets Trading (UK)
United Kingdom
$1.73M +$1.73M +28,719 New
CAG
1513
Crestwood Advisors Group
Massachusetts
$1.73M -$99.8K -1,658 -5%
JE
1514
JMAC Enterprises
Pennsylvania
$1.72M -$29.2K -486 -2%
CJL
1515
Cyrus J. Lawrence
New York
$1.72M +$1.72M +28,560 New
MWM
1516
Modern Wealth Management
Kansas
$1.71M +$103K +1,704 +6%
LWL
1517
Leo Wealth LLC
Texas
$1.71M -$2.71M -45,169 -61%
PWM
1518
PBMares Wealth Management
Virginia
$1.71M -$7.7K -128 -0.4%
MW
1519
Marcum Wealth
Ohio
$1.71M -$6.32K -105 -0.4%
NL
1520
Navalign LLC
California
$1.7M +$20.5K +340 +1%
STA
1521
Summit Trail Advisors
New York
$1.7M +$312K +5,176 +23%
CGH
1522
CMG Global Holdings
Texas
$1.7M +$22.9K +380 +1%
PWMG
1523
Prestige Wealth Management Group
New Jersey
$1.7M +$24.2K +401 +1%
HI
1524
Humankind Investments
New York
$1.69M -$15.2K -252 -0.9%
SM
1525
Samjo Management
New York
$1.69M -$3.61K -60 -0.2%
59 60
61
62 63