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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 %
VWM
1801
Vivid Wealth Management
Iowa
$1.13M -$37.4K -622 -3%
EA
1802
Eudaimonia Advisors
Tennessee
$1.13M +$19.4K +323 +2%
AC
1803
ASB Consultores
Florida
$1.13M +$270K +4,489 +31%
ACGA
1804
Atlanta Consulting Group Advisors
Georgia
$1.13M +$1.13M +18,834 New
IGWM
1805
ICA Group Wealth Management
Colorado
$1.13M -$9.81K -163 -0.9%
PP
1806
PDS Planning
Ohio
$1.13M +$93.1K +1,547 +9%
PWP
1807
Principle Wealth Partners
Connecticut
$1.12M +$7.94K +132 +0.7%
MW
1808
MBL Wealth
North Carolina
$1.12M -$83.3K -1,384 -7%
AAS
1809
Annex Advisory Services
Wisconsin
$1.12M +$78.6K +1,306 +8%
EAM
1810
Empirical Asset Management
Massachusetts
$1.12M +$786K +17,266 +233%
SA
1811
SRN Advisors
Pennsylvania
$1.12M +$139K +2,311 +14%
WMA
1812
Wealth Management Associates
New Jersey
$1.12M -$76K -1,123 -6%
TPW
1813
Transatlantique Private Wealth
New York
$1.11M +$119K +1,972 +12%
MSWM
1814
McGlone Suttner Wealth Management
Wisconsin
$1.11M +$16.1K +267 +1%
HCMT
1815
Highland Capital Management (Tennessee)
Tennessee
$1.11M – – –
WDC
1816
Woodward Diversified Capital
California
$1.11M +$85.6K +1,422 +8%
GBT
1817
Grove Bank & Trust
Florida
$1.11M -$15.5K -258 -1%
SLT
1818
St Louis Trust
Missouri
$1.11M +$205K +3,411 +23%
WHCI
1819
W.H. Cornerstone Investments
Massachusetts
$1.11M -$51.3K -853 -4%
BMC
1820
Beaton Management Company
Massachusetts
$1.11M – – –
V
1821
ViaWealth
Kansas
$1.1M +$14.6K +243 +1%
TWA
1822
TCI Wealth Advisors
Arizona
$1.1M +$40.5K +673 +4%
MLA
1823
My Legacy Advisors
Oregon
$1.1M -$16.5K -275 -1%
KFP
1824
KMG Fiduciary Partners
Ohio
$1.1M +$82.7K +1,374 +8%
HSG
1825
Helen Stephens Group
Texas
$1.1M +$3.73K +62 +0.3%
71 72
73
74 75