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Walmart
WMT

Overview Fund Activity

3,181 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, 1,230 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,181
Holders Change
+124
Holders Change %
+4.06%
% of All Funds
46.11%
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
1,230
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$24.8B -$48.2M -800,764 -0.2%
BlackRock
2
BlackRock
New York
$17.7B +$129M +2,147,593 +0.7%
State Street
3
State Street
Massachusetts
$11.1B +$166M +2,744,779 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5B +$150M +2,494,923 +3%
Morgan Stanley
5
Morgan Stanley
New York
$4.79B -$4.38B -72,716,915 -48%
Norges Bank
6
Norges Bank
Norway
$4.19B -$18.5M -307,896 -0.4%
Bank of America
7
Bank of America
North Carolina
$4.03B +$253M +4,206,728 +7%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$3.42B -$231M -3,846,526 -6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.35B -$171M -2,845,375 -5%
Fisher Asset Management
10
Fisher Asset Management
Washington
$2.6B +$877M +14,577,038 +51%
Northern Trust
11
Northern Trust
Illinois
$2.43B -$138M -2,293,916 -5%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$2.36B – – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$2.28B -$406M -6,748,790 -15%
Franklin Resources
14
Franklin Resources
California
$2.26B +$1.41B +23,369,836 +165%
Ameriprise
15
Ameriprise
Minnesota
$2.13B -$226M -3,760,668 -10%
Charles Schwab
16
Charles Schwab
California
$1.9B +$14.1M +235,886 +0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.76B -$105M -1,749,518 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.73B -$44.1M -732,465 -2%
Invesco
19
Invesco
Georgia
$1.67B +$1.15M +19,129 +0.1%
Wells Fargo
20
Wells Fargo
California
$1.64B +$5.25M +87,188 +0.3%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$1.64B -$42M -697,126 -3%
Goldman Sachs
22
Goldman Sachs
New York
$1.46B -$344M -5,723,850 -19%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.4B -$351M -2,999,794 -20%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.3B +$13.6M +225,758 +1%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.26B -$28.2M -468,545 -2%
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