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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 %
MHR
2201
Matthew Hamilton Rosenberg
$623K +$10.6K +177 +2%
IIC
2202
Integrated Investment Consultants
Michigan
$621K +$116K +1,928 +23%
SWP
2203
Semus Wealth Partners
Florida
$619K +$2.53K +42 +0.4%
CC
2204
Capital Counsel
New York
$617K – – –
NPF
2205
Norris Perne & French
Michigan
$617K +$72.2K +1,200 +13%
GGS
2206
Galvin Gaustad & Stein
Arizona
$616K -$28.8K -479 -4%
NSAM
2207
North Star Asset Management
Wisconsin
$616K +$25.2K +419 +4%
HWMC
2208
Heritage Wealth Management (California)
California
$615K +$17.8K +296 +3%
CA
2209
Carson Advisory
Georgia
$610K +$12.9K +214 +2%
CG
2210
Corundum Group
Colorado
$610K -$18.4K -306 -3%
SHFA
2211
SC&H Financial Advisors
Maryland
$608K +$481 +8 +0.1%
ACA
2212
American Capital Advisory
Idaho
$608K -$1.67M -11,333 -73%
SWMG
2213
Signature Wealth Management Group
Georgia
$608K -$5.06K -85 -0.8%
SWM
2214
Selective Wealth Management
Virginia
$607K +$12.4K +205 +2%
MC
2215
Middleton & Co
Massachusetts
$606K – – –
FOA
2216
Five Oceans Advisors
California
$605K +$542 +9 +0.1%
LCM
2217
Lazari Capital Management
California
$605K – – –
PB
2218
Pinnacle Bancorp
Nebraska
$602K -$2.53K -42 -0.4%
JLBC
2219
J.L. Bainbridge & Co
Florida
$601K +$301 +5 +0.1%
BCM
2220
BluePath Capital Management
Georgia
$601K +$189K +3,145 +46%
SAG
2221
Spotlight Asset Group
Illinois
$601K +$122K +2,022 +25%
FPIS
2222
Financial Planning & Information Services
Wisconsin
$599K -$23.7K -394 -4%
WTB
2223
Washington Trust Bank
Washington
$599K -$110K -1,824 -15%
AIIMS
2224
Analyst IMS Investment Management Services
Israel
$597K +$344K +5,722 +136%
SFA
2225
Semmax Financial Advisors
North Carolina
$596K +$292K +4,826 +96%
87 88
89
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