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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 %
SDAM
1776
Shulman DeMeo Asset Management
New York
$1.18M +$1.69K +28 +0.1%
GFP
1777
Gryphon Financial Partners
Ohio
$1.18M -$15.5K -257 -1%
FRM
1778
Foundation Resource Management
Arkansas
$1.18M – – –
MIS
1779
Morningstar Investment Services
Illinois
$1.18M +$111K +1,828 +10%
TCG
1780
Transcendent Capital Group
Oklahoma
$1.17M +$477K +7,923 +69%
IFWM
1781
Institute for Wealth Management
Colorado
$1.17M +$63.1K +1,049 +6%
CHA
1782
Carmichael Hill & Associates
Maryland
$1.17M +$5.54K +92 +0.5%
NEWAS
1783
N.E.W. Advisory Services
Wisconsin
$1.16M +$36.5K +607 +3%
BCG
1784
BayBridge Capital Group
California
$1.16M +$59.1K +982 +5%
AWC
1785
Adamsbrown Wealth Consultants
Kansas
$1.16M +$2.77K +46 +0.2%
FFG
1786
Fortem Financial Group
California
$1.16M +$44.8K +744 +4%
KFGK
1787
Keystone Financial Group (Kentucky)
Kentucky
$1.16M -$155K -2,570 -12%
STAS
1788
Strong Tower Advisory Services
Minnesota
$1.16M +$130K +2,164 +13%
SAI
1789
Savvy Advisors Inc
New York
$1.15M +$893K +14,836 +343%
MPAM
1790
Murphy Pohlad Asset Management
Minnesota
$1.15M – – –
CRC
1791
Curi RMB Capital
Illinois
$1.15M +$318K +5,292 +38%
FA
1792
Fiducient Advisors
Illinois
$1.14M +$214K +3,561 +23%
SFS
1793
Security Financial Services
Indiana
$1.14M +$27.4K +456 +2%
FDS
1794
First Dallas Securities
Texas
$1.14M +$120 +2 +0%
BMM
1795
Buffington Mohr McNeal
Idaho
$1.14M -$37.2K -618 -3%
TIM
1796
Tevis Investment Management
Texas
$1.14M -$12.8K -213 -1%
OA
1797
Oxbow Advisors
Texas
$1.14M +$48.6K +808 +4%
TCM
1798
Traynor Capital Management
Pennsylvania
$1.14M +$451K +7,490 +66%
CAM
1799
Costello Asset Management
Pennsylvania
$1.14M -$20.8K -345 -2%
PA
1800
PFW Advisors
Georgia
$1.13M +$28.6K +476 +3%
70 71
72
73 74