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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 %
GAM
1601
Grandview Asset Management
Pennsylvania
$1.51M +$25.4K +423 +2%
DC
1602
DeDora Capital
California
$1.5M +$112K +1,858 +8%
FPGT
1603
Financial Partners Group (Tennessee)
Tennessee
$1.5M +$120K +2,002 +9%
GWSG
1604
GPS Wealth Strategies Group
Colorado
$1.5M +$43.2K +718 +3%
TGAM
1605
TBH Global Asset Management
Tennessee
$1.5M +$59.9K +996 +4%
HNB
1606
Hilltop National Bank
Wyoming
$1.5M +$1.5M +24,885 New
WP
1607
WMS Partners
Maryland
$1.49M -$35.9K -596 -2%
CFS
1608
Commonwealth Financial Services
West Virginia
$1.49M -$2.98M -18,906 -67%
VWM
1609
Vigilare Wealth Management
Arizona
$1.49M -$33.8K -562 -2%
OPA
1610
Old Port Advisors
Maine
$1.49M -$36.6K -609 -2%
SIM
1611
Sentry Investment Management
Wisconsin
$1.48M +$132K +2,193 +10%
XF
1612
XML Financial
Maryland
$1.48M +$4.63K +77 +0.3%
ATC
1613
Adirondack Trust Company
New York
$1.48M -$5.05K -84 -0.3%
BCM
1614
Birmingham Capital Management
Alabama
$1.48M -$19.1K -318 -1%
LA
1615
LVW Advisors
New York
$1.48M +$423K +7,022 +40%
NL
1616
NWAM LLC
Washington
$1.48M +$136K +2,249 +10%
CFG
1617
Cooper Financial Group
California
$1.48M +$128K +2,120 +9%
DCM
1618
Davis Capital Management
Florida
$1.48M -$47.7K -795 -3%
CPM
1619
Connective Portfolio Management
New York
$1.48M +$1.48M +24,525 New
BCMLT
1620
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.47M +$207K +3,440 +16%
KC
1621
Kingfisher Capital
North Carolina
$1.47M +$3.31K +55 +0.2%
CWM
1622
Chesapeake Wealth Management
Virginia
$1.47M -$60.4K -1,003 -4%
LCM
1623
Logan Capital Management
Pennsylvania
$1.47M -$963 -16 -0.1%
HCM
1624
Hollencrest Capital Management
California
$1.47M +$15.5K +258 +1%
AWM
1625
Aberdeen Wealth Management
Illinois
$1.46M +$127K +2,103 +9%
63 64
65
66 67