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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 %
SFG
1876
Sunburst Financial Group
Alabama
$1.03M -$96.9K -1,615 -9%
CRI
1877
Colonial River Investments
Virginia
$1.03M -$197K -3,276 -16%
CM
1878
Columbus Macro
Pennsylvania
$1.02M -$41.7K -692 -4%
WJA
1879
Willis Johnson & Associates
Texas
$1.02M -$45.2K -751 -4%
CCWA
1880
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.02M +$1.02M +17,003 New
ACA
1881
Atlas Capital Advisors
Wyoming
$1.02M – – –
PCS
1882
Personal CFO Solutions
New Jersey
$1.02M -$151K -2,513 -13%
HFM
1883
Hartford Financial Management
Connecticut
$1.02M – – –
RPWA
1884
Regent Peak Wealth Advisors
Georgia
$1.01M +$27.7K +461 +3%
DAS
1885
Diversify Advisory Services
Utah
$1.01M +$1.01M +16,886 New
FIM
1886
Fernwood Investment Management
Massachusetts
$1.01M -$1.63M -18,273 -62%
GCS
1887
Gordian Capital (Singapore)
Singapore
$1.01M – – –
PFSC
1888
Peoples Financial Services Corp
Pennsylvania
$1.01M -$96.3K -1,600 -9%
BFO
1889
Biltmore Family Office
North Carolina
$1.01M -$60 -1 -0%
GLR
1890
Great Lakes Retirement
Ohio
$1.01M +$50.9K +846 +5%
BAAM
1891
Baker Avenue Asset Management
California
$1.01M -$123K -2,039 -11%
LRPA
1892
L. Roy Papp & Associates
Arizona
$1M +$4.69K +78 +0.5%
FMLI
1893
Fukoku Mutual Life Insurance
Japan
$1M -$812K -13,500 -45%
JGIA
1894
Jackson Grant Investment Advisers
Connecticut
$1M -$20.7K -344 -2%
EB
1895
Emprise Bank
Kansas
$1M +$1M +16,657 New
NG
1896
Norden Group
Utah
$998K +$123K +2,052 +14%
HFA
1897
Harbert Fund Advisors
Alabama
$996K -$493K -8,200 -33%
SC
1898
Summa Corp
Texas
$995K +$1.14K +19 +0.1%
ACM
1899
Alta Capital Management
Utah
$993K -$812K -13,500 -45%
SW
1900
SteelPeak Wealth
California
$986K -$1.27M -21,040 -56%
74 75
76
77 78