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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 %
MC
1526
Machina Capital
France
$1.69M +$1.69M +28,115 New
PG
1527
Patten Group
Tennessee
$1.69M +$12.9K +215 +0.8%
PCG
1528
PFC Capital Group
California
$1.69M -$23.9K -398 -1%
BFPW
1529
BOK Financial Private Wealth
Colorado
$1.69M -$63.5K -1,051 -4%
FNBTCON
1530
First National Bank & Trust Co of Newtown
Pennsylvania
$1.69M -$19.3K -321 -1%
PNC
1531
Park National Corp
Ohio
$1.69M +$118K +1,953 +7%
MCM
1532
Monument Capital Management
Virginia
$1.69M -$2.41M -40,048 -59%
CAGAS
1533
Capital Advisory Group Advisory Services
Minnesota
$1.68M +$48.6K +808 +3%
RFA
1534
Resurgent Financial Advisors
Georgia
$1.68M +$45.2K +751 +3%
WA
1535
WBH Advisory
Maryland
$1.67M -$186K -3,090 -10%
CHJWM
1536
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.66M -$51.5K -855 -3%
CC
1537
Chicago Capital
Illinois
$1.66M +$72.4K +1,203 +5%
LFG
1538
Larson Financial Group
Missouri
$1.66M -$18.9K -314 -1%
H
1539
HoyleCohen
California
$1.66M +$24.5K +408 +2%
LA
1540
Lifeworks Advisors
Michigan
$1.65M -$136K -2,257 -8%
FFBTD
1541
First Financial Bank - Trust Division
Ohio
$1.65M -$327K -5,433 -17%
CCWM
1542
Cassaday & Co Wealth Management
Virginia
$1.65M +$42.2K +702 +3%
FAIM
1543
Financial Advocates Investment Management
Washington
$1.64M +$427K +7,102 +35%
PHIMC
1544
Private Harbour Investment Management & Counsel
Ohio
$1.64M -$85.1K -1,415 -5%
AO
1545
Advisor OS
Illinois
$1.64M +$245K +4,077 +18%
SFA
1546
Souders Financial Advisors
Ohio
$1.64M -$80.6K -1,340 -5%
CFO
1547
CVA Family Office
Colorado
$1.64M +$1.87K +31 +0.1%
P
1548
Pitcairn
Pennsylvania
$1.64M +$81K +1,346 +5%
WFI
1549
West Family Investments
California
$1.64M +$12.8K +213 +0.8%
CBA
1550
Coastal Bridge Advisors
Connecticut
$1.64M +$1.26K +21 +0.1%
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