WMT icon

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 %
LSPW
1551
Lake Street Private Wealth
Illinois
$1.63M +$86.2K +1,433 +6%
HBT
1552
Heartland Bank & Trust
Illinois
$1.62M +$332K +5,519 +26%
WAG
1553
Winthrop Advisory Group
Massachusetts
$1.62M -$3.5K -58 -0.2%
BFC
1554
Bedel Financial Consulting
Indiana
$1.62M +$4.21K +70 +0.3%
FCFC
1555
First Commonwealth Financial Corp
Pennsylvania
$1.62M +$6.62K +110 +0.4%
VHAM
1556
Van Hulzen Asset Management
California
$1.62M +$319K +5,299 +25%
AA
1557
Advisory Alpha
Michigan
$1.61M +$14K +232 +0.9%
RWM
1558
RKL Wealth Management
Pennsylvania
$1.61M +$96.7K +1,607 +6%
HFBOT
1559
Home Federal Bank of Tennessee
Tennessee
$1.61M +$50.2K +835 +3%
HI
1560
Hoey Investments
Pennsylvania
$1.61M +$236K +3,921 +17%
DLA
1561
Douglas Lane & Associates
New York
$1.61M -$4.81K -80 -0.3%
LTAS
1562
Linden Thomas Advisory Services
North Carolina
$1.61M +$388K +6,456 +32%
RFA
1563
Register Financial Advisors
Georgia
$1.6M +$6.02K +100 +0.4%
AIC
1564
Archer Investment Corporation
Indiana
$1.6M +$9.09K +151 +0.6%
GWM
1565
Gray Wealth Management
Maine
$1.6M -$54.5K -906 -3%
DAM
1566
Diamant Asset Management
Connecticut
$1.6M -$903 -15 -0.1%
MFF
1567
Mango Five Family
Nevada
$1.6M – – –
GC
1568
Gilbert & Cook
Iowa
$1.6M -$60 -1 -0%
LI
1569
LRI Investments
Florida
$1.59M +$1.59M +26,507 New
SMA
1570
Sage Mountain Advisors
Georgia
$1.59M +$24.3K +404 +2%
MCM
1571
Mengis Capital Management
Oregon
$1.59M +$1.59M +26,436 New
CCM
1572
Chilton Capital Management
Texas
$1.58M -$7.22K -120 -0.5%
OCM
1573
Orser Capital Management
Texas
$1.58M -$36.1K -600 -2%
IBOK
1574
Independence Bank of Kentucky
Kentucky
$1.58M +$222K +3,685 +16%
SOS
1575
Silver Oak Securities
Tennessee
$1.58M -$14K -232 -0.9%
61 62
63
64 65