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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 %
PWP
2376
Precedent Wealth Partners
Texas
$493K +$29.8K +495 +6%
HFS
2377
Howard Financial Services
Texas
$491K -$5.36K -89 -1%
BFWA
2378
Benchmark Financial Wealth Advisors
Florida
$490K +$61.5K +1,022 +14%
CWMGP
2379
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$489K +$108K +1,793 +28%
KS
2380
Karpas Strategies
Connecticut
$489K +$1.26K +21 +0.3%
GPA
2381
Garrison Point Advisors
California
$488K -$7.4K -123 -1%
AAM
2382
Austin Asset Management
Texas
$488K -$14.6K -243 -3%
HSWM
2383
Hubbell Strickland Wealth Management
Louisiana
$488K -$662 -11 -0.1%
FSC
2384
Full Sail Capital
Oklahoma
$488K -$12.4K -206 -2%
NECFA
2385
New England Capital Financial Advisors
Connecticut
$483K +$6.74K +112 +1%
GA
2386
Geller Advisors
New York
$482K +$195K +3,225 +68%
JCM
2387
Jacobsen Capital Management
Utah
$481K +$3.07K +51 +0.6%
CS
2388
Capital Square
Tennessee
$480K +$39.8K +661 +9%
RA
2389
Ruggaard & Associates
Ohio
$480K – – –
MA
2390
MKT Advisors
California
$479K -$968K -15,968 -67%
MFC
2391
Mechanics Financial Corp
Ohio
$479K +$62K +1,031 +15%
LF
2392
LifeSteps Financial
California
$478K +$6.08K +101 +1%
NERM
2393
New England Research & Management
Illinois
$477K -$72.2K -1,200 -13%
FBFS
2394
First Business Financial Services
Wisconsin
$474K – – –
VC
2395
Vicus Capital
Pennsylvania
$473K +$29.8K +495 +7%
HWA
2396
HHM Wealth Advisors
Tennessee
$472K -$301 -5 -0.1%
BA
2397
Bristlecone Advisors
Washington
$472K -$60 -1 -0%
AIM
2398
Avity Investment Management
Connecticut
$470K – – –
WCM
2399
Wedge Capital Management
North Carolina
$467K -$25.3K -421 -5%
EW
2400
Element Wealth
Mississippi
$467K +$782 +13 +0.2%
94 95
96
97 98