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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 %
EFM
1626
E Fund Management
China
$1.46M +$1.05M +17,497 +258%
BCP
1627
Blue Chip Partners
Michigan
$1.46M -$416K -6,921 -22%
TCOT
1628
Trust Company of Toledo
Ohio
$1.46M -$74K -1,230 -5%
LOPW
1629
Live Oak Private Wealth
North Carolina
$1.45M -$80.3K -1,335 -5%
TA
1630
TCM Advisors
West Virginia
$1.45M -$1.36M – –
GCP
1631
GSA Capital Partners
United Kingdom
$1.45M +$1.45M +24,100 New
BV
1632
Boxwood Ventures
Illinois
$1.45M +$1.45M +23,991 New
CAM
1633
Creekmur Asset Management
Illinois
$1.45M +$114K +1,897 +9%
FI
1634
Financial Insights
Washington
$1.45M -$34.5K -573 -2%
CAC
1635
Certified Advisory Corp
Florida
$1.44M +$100K +1,665 +7%
DFA
1636
Davies Financial Advisors
California
$1.44M +$1.44M +24,001 New
FCAS
1637
First Command Advisory Services
Texas
$1.44M -$29.1K -485 -2%
AIM
1638
AHL Investment Management
Florida
$1.44M -$38.8K -645 -3%
CPBTD
1639
Central Pacific Bank - Trust Division
Hawaii
$1.44M +$1.44M +24,039 New
MFWP
1640
Mosaic Family Wealth Partners
Missouri
$1.44M +$11.3K +188 +0.8%
FWM
1641
Focused Wealth Management
New York
$1.44M -$3.55K -59 -0.2%
SFC
1642
Strategic Financial Concepts
Texas
$1.43M +$1.19M +19,716 +478%
LFA
1643
Legacy Financial Advisors
Kentucky
$1.43M +$41.2K +685 +3%
SI
1644
Saxon Interests
Texas
$1.43M +$160K +2,662 +13%
RFN
1645
RDA Financial Network
Iowa
$1.43M +$60.8K +1,011 +4%
SIS
1646
Sound Income Strategies
Florida
$1.43M +$230K +3,830 +19%
MWM
1647
Massachusetts Wealth Management
Massachusetts
$1.42M +$226K +3,750 +19%
WSCM
1648
Wellington Shields Capital Management
New York
$1.42M +$9.03K +150 +0.6%
VIG
1649
Vienna Insurance Group
Poland
$1.42M +$144K +2,394 +11%
DMBA
1650
Deseret Mutual Benefit Administrators
Utah
$1.42M -$662 -11 -0%
64 65
66
67 68