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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 %
ACM
1901
AlphaStar Capital Management
North Carolina
$985K +$305K +5,076 +45%
LFA
1902
Laraway Financial Advisors
Minnesota
$979K -$11.9K -197 -1%
DA
1903
Dillon & Associates
Michigan
$975K -$63K -1,050 -6%
MAG
1904
MRA Advisory Group
New Jersey
$972K +$124K +2,060 +15%
VAS
1905
Vestmark Advisory Solutions
Massachusetts
$971K +$281K +4,672 +41%
MCWS
1906
McKinley Carter Wealth Services
West Virginia
$970K +$11.6K +193 +1%
FFO
1907
Fiduciary Family Office
Florida
$968K -$177K -2,936 -15%
DWM
1908
Drive Wealth Management
Utah
$967K +$7.43K +123 +0.8%
DCM
1909
DGS Capital Management
New Jersey
$965K +$236K +3,930 +32%
BEAM
1910
Baker Ellis Asset Management
Washington
$961K – – –
PA
1911
Probity Advisors
Texas
$957K +$30.5K +507 +3%
MJP
1912
Michael J. Puzo
$957K +$957K +15,897 New
AFM
1913
Abbot Financial Management
Massachusetts
$956K – – –
CCG
1914
Catalina Capital Group
California
$953K +$609K +10,127 +177%
SWK
1915
Stephen W. Kidder
$949K -$776K -12,900 -45%
FFC
1916
First Financial Corp
Indiana
$949K -$39.9K -663 -4%
CL
1917
COWA LLC
Oklahoma
$948K – – –
PWM
1918
Prentice Wealth Management
New York
$947K +$41.3K +686 +5%
CWA
1919
Clearview Wealth Advisors
Oregon
$947K +$291K +4,844 +44%
CWP
1920
Concord Wealth Partners
Virginia
$942K +$107K +1,776 +13%
CFS
1921
CRA Financial Services
New Jersey
$941K +$5.9K +98 +0.6%
LC
1922
LCNB Corp
Ohio
$940K +$6.08K +101 +0.7%
NRW
1923
Nova R Wealth
Kansas
$937K +$361 +6 +0%
CFS
1924
Coordinated Financial Services
Colorado
$935K +$935K +15,540 New
Fuller & Thaler Asset Management
1925
Fuller & Thaler Asset Management
California
$935K – – –
75 76
77
78 79