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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 %
OTPPB
1651
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.42M -$2M -33,320 -59%
SFWA
1652
Summit Financial Wealth Advisors
Louisiana
$1.42M +$4.21K +70 +0.3%
BB
1653
Burford Brothers
Texas
$1.41M +$5.3K +88 +0.4%
PHK
1654
Point72 Hong Kong
Hong Kong
$1.41M +$1.41M +23,484 New
UAS
1655
United Asset Strategies
New York
$1.41M +$60.5K +1,006 +4%
EFG
1656
Everhart Financial Group
Ohio
$1.41M +$157K +2,602 +13%
MPIA
1657
Mountain Pacific Investment Advisers
Idaho
$1.41M -$22.4K -373 -2%
NNPTE
1658
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.41M -$4.03M -66,948 -74%
PPWP
1659
Premier Path Wealth Partners
New Jersey
$1.4M -$62.7K -1,045 -4%
ISWM
1660
Independent Solutions Wealth Management
New York
$1.4M -$19.3K -320 -1%
LI
1661
Louisbourg Investments
New Brunswick, Canada
$1.4M – – –
RGI
1662
River Global Investors
United Kingdom
$1.39M -$16.1K -267 -1%
ECM
1663
Elgethun Capital Management
South Dakota
$1.39M +$178K +2,938 +15%
LIG
1664
Lokken Investment Group
Delaware
$1.39M +$48.7K +810 +4%
TBNY
1665
Trustco Bank (New York)
New York
$1.39M -$98.6K -1,638 -7%
BWM
1666
BKM Wealth Management
Wisconsin
$1.38M -$48.8K -811 -3%
BFM
1667
Boothbay Fund Management
New York
$1.38M +$803K +13,345 +138%
DI
1668
Disciplined Investments
Oklahoma
$1.38M +$11.1K +184 +0.8%
FCT
1669
First Community Trust
Iowa
$1.38M – – –
TWP
1670
Tempus Wealth Planning
California
$1.38M +$19K +316 +1%
PIA
1671
Pinion Investment Advisors
Kansas
$1.38M -$3.67K -61 -0.3%
MSFS
1672
Main Street Financial Solutions
Pennsylvania
$1.38M -$666K -11,066 -33%
WJWM
1673
Williams Jones Wealth Management
New York
$1.37M +$36.5K +606 +3%
PPC
1674
Park Place Capital
Alabama
$1.37M +$190K +3,153 +16%
TWM
1675
Tradition Wealth Management
Minnesota
$1.37M -$15.8K -263 -1%
65 66
67
68 69