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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 %
BPCE
1676
Bank Pictet & Cie (Europe)
Germany
$1.37M – – –
WAM
1677
WNY Asset Management
New York
$1.37M -$26.3K -437 -2%
FPGK
1678
Financial Partners Group (Kansas)
Kansas
$1.37M +$103K +1,711 +8%
NCM
1679
Next Capital Management
New York
$1.37M +$70.4K +1,170 +5%
IMC Chicago
1680
IMC Chicago
Illinois
$1.37M +$1.37M +22,765 New
IP
1681
Investment Partners
Ohio
$1.36M -$40.4K -672 -3%
NRD
1682
Nebula Research & Development
New York
$1.36M -$472K -7,848 -26%
DIP
1683
DT Investment Partners
Pennsylvania
$1.36M -$89.7K -1,490 -6%
WFA
1684
WMG Financial Advisors
Tennessee
$1.35M +$55.3K +919 +4%
ESBC
1685
E.S. Barr & Co
Kentucky
$1.35M +$97.8K +1,625 +8%
HNWAG
1686
High Net Worth Advisory Group
Florida
$1.35M +$63.3K +1,052 +5%
EFH
1687
Eaton Financial Holdings
Florida
$1.35M +$55.4K +920 +4%
PFA
1688
Pure Financial Advisors
California
$1.35M +$183K +3,046 +16%
FFA
1689
First Foundation Advisors
California
$1.35M +$87.1K +1,447 +7%
B
1690
Birchbrook
Maine
$1.34M -$108K -1,799 -7%
QC
1691
Quent Capital
New York
$1.34M +$82.4K +1,370 +7%
AWS
1692
Aspen Wealth Strategies
Colorado
$1.34M -$20K -333 -1%
RWB
1693
RMR Wealth Builders
New Jersey
$1.34M +$310K +5,151 +30%
KWM
1694
Koa Wealth Management
California
$1.34M -$11.2K -186 -0.8%
AGP
1695
Autumn Glory Partners
Texas
$1.34M +$431K +7,164 +48%
UCI
1696
Uncommon Cents Investing
Wisconsin
$1.34M +$15.9K +265 +1%
CMANY
1697
Capital Management Associates (New York)
New York
$1.34M – – –
FWTB
1698
First Western Trust Bank
Colorado
$1.34M -$48.2K -801 -3%
UAG
1699
United Advisor Group
Ohio
$1.33M -$462K -7,670 -26%
KWM
1700
KFG Wealth Management
Indiana
$1.33M +$154K +2,560 +13%
66 67
68
69 70