WMT icon

Walmart
WMT

Overview Fund Activity

3,865 hedge funds and large institutions have $262B invested in Walmart in 2024 Q4 according to their latest regulatory filings, with 575 funds opening new positions, 1,380 increasing their positions, 1,461 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,865
Holders Change
+434
Holders Change %
+12.65%
% of All Funds
51.44%
Holding in Top 10
248
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+30.53%
% of All Funds
3.3%
New
575
Increased
1,380
Reduced
1,461
Closed
72
Calls
$6.18B
Puts
$7.34B
Net Calls
-$1.16B
Net Calls Change
-$2.16B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.04B
2
Jennison Associates
Jennison Associates
New York
+$620M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$355M
4
Northern Trust
Northern Trust
Illinois
+$321M
5
APG Asset Management
APG Asset Management
Netherlands
+$306M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$619M
2
Boston Partners
Boston Partners
Massachusetts
-$600M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$576M
4
CWP
Capital Wealth Planning
Florida
-$398M
5
GQG Partners
GQG Partners
Florida
-$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
2476
Eagle Ridge Investment Management
Connecticut
$848K -$3.98K -44 -0.5%
GAG
2477
GM Advisory Group
New York
$848K +$126K +1,399 +18%
CF
2478
Convergence Financial
Missouri
$848K -$50.4K -558 -6%
JHP
2479
James Hambro & Partners
United Kingdom
$847K – – –
LKIM
2480
Lawson Kroeker Investment Management
Nebraska
$846K – – –
FFIC
2481
First Fiduciary Investment Counsel
Ohio
$845K – – –
SIAM
2482
Sterling Investment Advisors (Missouri)
Missouri
$843K – – –
IRC
2483
Investors Research Corp
Georgia
$843K -$2.17K -24 -0.3%
TFM
2484
TFC Financial Management
Massachusetts
$842K -$86.6K -959 -9%
SIAG
2485
Safeguard Investment Advisory Group
California
$839K -$1.9K -21 -0.2%
HS
2486
Horan Securities
United States
$838K -$24.2K -268 -3%
SMG
2487
Smart Money Group
Texas
$838K – – –
BFWA
2488
Benchmark Financial Wealth Advisors
Florida
$838K -$69.8K -773 -8%
VCM
2489
Versant Capital Management
Arizona
$837K -$44.6K -494 -5%
VWM
2490
Vivid Wealth Management
Iowa
$837K +$286K +3,161 +52%
KFS
2491
Kurt F. Somerville
$836K – – –
LIA
2492
LBMC Investment Advisors
Tennessee
$834K +$67.8K +750 +9%
COCM
2493
Charter Oak Capital Management
New Hampshire
$832K -$36.7K -406 -4%
SWA
2494
SOA Wealth Advisors
New York
$831K +$12.8K +142 +2%
EAM
2495
Evanson Asset Management
California
$831K -$298K -3,300 -26%
OCPWS
2496
One Charles Private Wealth Services
Massachusetts
$829K -$15.5K -172 -2%
UB
2497
Umpqua Bank
Oregon
$829K +$105K +1,152 +14%
KA
2498
Klingman & Associates
New York
$828K +$23.7K +262 +3%
AMG
2499
Advisors Management Group
Wisconsin
$826K -$8.86K -98 -1%
YP
2500
YANKCOM Partnership
South Dakota
$826K +$826K +9,141 New
98 99
100
101 102