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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 %
WC
1576
Wynn Capital
Georgia
$1.57M +$11.1K +185 +0.7%
FAG
1577
Fortitude Advisory Group
Washington
$1.57M -$34.1K -566 -2%
VBCG
1578
Valley Brook Capital Group
Pennsylvania
$1.57M +$161K +2,681 +11%
NWM
1579
Northwest Wealth Management
Iowa
$1.57M +$43.9K +729 +3%
MBT
1580
Montecito Bank & Trust
California
$1.57M -$41K -682 -3%
AIC
1581
Argus Investors Counsel
New York
$1.57M -$225K -3,736 -13%
SAW
1582
Signal Advisors Wealth
Michigan
$1.57M +$755K +12,543 +93%
IIA
1583
IPG Investment Advisors
California
$1.57M -$22.6K -375 -1%
AC
1584
Avestar Capital
New York
$1.57M +$308K +5,116 +24%
BFM
1585
Boston Financial Management
Massachusetts
$1.56M -$193K -3,205 -11%
WWS
1586
Wellington Wealth Strategies
Indiana
$1.55M +$1.55M +25,792 New
AIM
1587
Arcadia Investment Management
Michigan
$1.55M +$38.7K +643 +3%
SPI
1588
Sutton Place Investors
New York
$1.54M +$111K +1,849 +8%
BAM
1589
Beaumont Asset Management
Texas
$1.54M +$35.9K +597 +2%
KA
1590
Kercheville Advisors
Texas
$1.54M +$1.54M +25,565 New
DWM
1591
Dynasty Wealth Management
Florida
$1.54M +$1.54M +25,536 New
IWS
1592
Insight Wealth Strategies
California
$1.53M -$73.5K -1,222 -5%
MCWA
1593
Meadow Creek Wealth Advisors
Georgia
$1.53M +$5.42K +90 +0.4%
TCOTS
1594
Trust Company of the South
North Carolina
$1.53M -$67.7K -1,125 -4%
GWI
1595
Grace & White Inc
New York
$1.53M – – –
PWPS
1596
Pinnacle Wealth Planning Services
Ohio
$1.52M +$9.63K +160 +0.6%
IP
1597
Intellectus Partners
California
$1.52M -$9.54K -158 -0.6%
KWM
1598
Keebeck Wealth Management
Illinois
$1.52M -$18.1K -299 -1%
GA
1599
GoalVest Advisory
New York
$1.51M +$71.2K +1,184 +5%
TF
1600
TLWM Financial
Texas
$1.51M -$28K -466 -2%
62 63
64
65 66