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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 %
SSWM
1726
Sheets Smith Wealth Management
North Carolina
$1.27M +$26.4K +439 +2%
HCM
1727
HMS Capital Management
Tennessee
$1.27M +$1.27M +21,131 New
VFPI
1728
Vantage Financial Partners (Illinois)
Illinois
$1.27M +$18.1K +300 +1%
LJAC
1729
L.J. Altfest & Co
New York
$1.27M -$72.9K -1,211 -5%
KIG
1730
Kowal Investment Group
Wisconsin
$1.27M +$146K +2,419 +13%
LCM
1731
Liberty Capital Management
Michigan
$1.26M – – –
ALAM
1732
Asahi Life Asset Management
Japan
$1.26M -$2.26M -37,560 -64%
GPI
1733
General Partner Inc
Pennsylvania
$1.26M +$194K +3,231 +18%
KW
1734
KWB Wealth
California
$1.26M -$84.7K -1,408 -6%
AB
1735
Atlas Brown
Kentucky
$1.25M +$16K +266 +1%
FMTC
1736
Farmers & Merchants Trust Company
California
$1.25M -$29K -482 -2%
SIG
1737
Sky Investment Group
Connecticut
$1.25M +$4.69K +78 +0.4%
BWA
1738
Beam Wealth Advisors
Louisiana
$1.25M -$23.3K -388 -2%
HWMG
1739
Hurlow Wealth Management Group
Indiana
$1.25M – – –
C
1740
Certuity
Florida
$1.24M -$234K -3,719 -16%
BO
1741
Bank OZK
Arkansas
$1.24M -$47.3K -786 -4%
RB
1742
Renasant Bank
Mississippi
$1.24M -$21.5K -357 -2%
GAA
1743
Guardian Asset Advisors
Pennsylvania
$1.24M +$197K +3,271 +19%
LC
1744
Lincoln Capital
Nebraska
$1.24M – – –
LCGC
1745
Legacy Capital Group California
California
$1.24M -$23.1K -384 -2%
AGA
1746
Arkos Global Advisors
Texas
$1.24M +$2.11K +35 +0.2%
WBCM
1747
Wilson & Boucher Capital Management
California
$1.24M -$2.83K -47 -0.2%
FBT
1748
First Bankers Trust
Kentucky
$1.24M +$87.1K +1,447 +8%
AT
1749
Arlington Trust
Alabama
$1.24M -$4.87K -81 -0.4%
SPWG
1750
Syntegra Private Wealth Group
Missouri
$1.24M +$96.8K +1,609 +9%
68 69
70
71 72