WMT icon

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 %
CFP
1701
Catalyst Financial Partners
Massachusetts
$1.33M +$127K +2,133 +11%
AIS
1702
AM Investment Strategies
Tennessee
$1.33M +$18.9K +314 +1%
BCM
1703
Boltwood Capital Management
California
$1.33M -$10.8K -180 -0.8%
SAM
1704
Smartleaf Asset Management
Massachusetts
$1.32M +$467K +7,687 +54%
AAIS
1705
ABN AMRO Investment Solutions
$1.32M -$36K -599 -3%
CC
1706
Callan Capital
California
$1.32M +$271K +4,499 +26%
BIP
1707
Blueprint Investment Partners
North Carolina
$1.32M +$538K +8,936 +69%
PG
1708
Prostatis Group
Maryland
$1.32M +$176K +2,918 +15%
NB
1709
Nicolet Bankshares
Wisconsin
$1.31M +$56.3K +936 +5%
MTIC
1710
Missouri Trust & Investment Company
Missouri
$1.31M +$19.3K +320 +1%
BWG
1711
Boomfish Wealth Group
Georgia
$1.31M +$6.62K +110 +0.5%
EWA
1712
Exencial Wealth Advisors
Oklahoma
$1.31M -$11.3K -187 -0.9%
PMG
1713
ProVise Management Group
Florida
$1.3M -$86.2K -1,432 -6%
RPGK
1714
Retirement Planning Group (Kansas)
Kansas
$1.3M +$72.1K +1,199 +6%
IPW
1715
Inlet Private Wealth
Florida
$1.3M – – –
HT
1716
Headlands Technologies
Illinois
$1.3M +$1.3M +21,598 New
BFW
1717
Brady Family Wealth
Missouri
$1.3M -$109K -1,813 -8%
MCCP
1718
Mission Creek Capital Partners
California
$1.3M +$259K +4,297 +25%
CST
1719
Charles Schwab Trust
Nevada
$1.3M -$197K -3,267 -13%
JWM
1720
Janiczek Wealth Management
Colorado
$1.29M +$79.2K +1,315 +7%
EFSCE
1721
Enterprise Financial Services Corp (EFSC)
Missouri
$1.29M -$30.1K -501 -2%
PFA
1722
Professional Financial Advisors
Nebraska
$1.29M -$6.08K -101 -0.5%
TNA
1723
True North Advisors
Texas
$1.28M -$409K -6,792 -24%
SWP
1724
Strategic Wealth Partners
Ohio
$1.27M -$1.19M -19,817 -48%
BFO
1725
Boston Family Office
Massachusetts
$1.27M -$8.96K -149 -0.7%
67 68
69
70 71