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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 %
SC
2326
Sepio Capital
Utah
$529K -$113K -1,881 -18%
TCWA
2327
Turtle Creek Wealth Advisors
Texas
$528K +$68.5K +1,138 +15%
CFA
2328
CWS Financial Advisors
Michigan
$528K +$2.53K +42 +0.5%
EDRIA
2329
Edmonds Duncan Registered Investment Advisors
Kansas
$528K -$60 -1 -0%
CCA
2330
Childress Capital Advisors
Texas
$527K -$60K -998 -10%
FPCG
2331
Fort Pitt Capital Group
Pennsylvania
$526K -$71.7K -1,192 -12%
RIM
2332
Redwood Investment Management
Arizona
$526K -$188K -3,123 -26%
WIM
2333
Westside Investment Management
California
$526K +$180 +3 +0%
WIM
2334
Warwick Investment Management
Texas
$525K +$84.3K +1,401 +19%
NI
2335
NDVR Inc
Massachusetts
$525K +$43.8K +728 +9%
MWM
2336
Maripau Wealth Management
Indiana
$522K +$54.4K +904 +12%
WH
2337
Willner & Heller
California
$521K -$20.5K -340 -4%
SWA
2338
SOA Wealth Advisors
New York
$521K +$1.02K +17 +0.2%
FWM
2339
Foguth Wealth Management
Michigan
$520K +$520K +8,645 New
BST
2340
Bath Savings Trust
Maine
$520K +$4.51K +75 +0.9%
KCIC
2341
Kuhn & Co Investment Counsel
Illinois
$520K – – –
JWM
2342
Jackson Wealth Management
Florida
$518K +$39.2K +651 +8%
TA
2343
TFG Advisers
Michigan
$517K +$13.6K +226 +3%
CSC
2344
Caldwell Sutter Capital
California
$517K -$47.7K -793 -8%
FRM
2345
Fox Run Management
Connecticut
$517K +$517K +8,588 New
CWM
2346
Centric Wealth Management
Illinois
$516K +$91.8K +1,547 +22%
WFAG
2347
Worth Financial Advisory Group
North Carolina
$515K +$11K +182 +2%
RCWM
2348
Royal Capital Wealth Management
Indiana
$514K +$241 +4 +0%
BB
2349
Bell Bank
North Dakota
$512K -$4.75K -79 -0.9%
GWSA
2350
Global Wealth Strategies & Associates
Colorado
$510K +$15.1K +251 +3%
92 93
94
95 96