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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 %
CWG
2951
Crown Wealth Group
North Carolina
$489K +$3.79K +42 +0.8%
SSCM
2952
Sovereign's Capital Management
Georgia
$488K +$488K +5,400 New
RCP
2953
Rothschild Capital Partners
New York
$488K +$488K +5,399 New
BIAS
2954
Beacon Investment Advisory Services
New Jersey
$488K +$20.2K +224 +4%
EA
2955
Eclectic Associates
California
$488K +$49.5K +548 +11%
AWM
2956
Aviso Wealth Management
Washington
$488K +$488K +5,396 New
FA
2957
FDx Advisors
Illinois
$487K -$68.8K -761 -12%
IWP
2958
Invenio Wealth Partners
Florida
$487K -$31.7K -351 -6%
GC
2959
Garde Capital
Washington
$486K +$298K +3,302 +159%
GFG
2960
Goldstone Financial Group
Illinois
$486K +$75.3K +834 +18%
HPM
2961
Hoxton Planning & Management
West Virginia
$486K +$542 +6 +0.1%
GPWM
2962
Grant Private Wealth Management
California
$484K +$484K +5,362 New
SWM
2963
SilverOak Wealth Management
Minnesota
$484K -$7.59K -84 -2%
IJWM
2964
Inman Jager Wealth Management
Mississippi
$484K +$484K +5,353 New
LAS
2965
Lloyd Advisory Services
Georgia
$483K +$10.6K +117 +2%
KWM
2966
Kolinsky Wealth Management
New Jersey
$482K +$28.7K +318 +6%
IPAM
2967
Investment Partners Asset Management
New Jersey
$481K -$37K -409 -7%
FWA
2968
FSM Wealth Advisors
Ohio
$480K +$106K +1,159 +28%
MHWM
2969
Montz Harcus Wealth Management
Louisiana
$480K +$2.53K +28 +0.5%
SA
2970
Sylvest Advisors
Texas
$480K +$480K +5,312 New
PF
2971
Prosperitas Financial
California
$480K -$4.97K -55 -1%
CT
2972
Clearstead Trust
Maine
$479K – – –
BFA
2973
Bright Financial Advisors
Michigan
$476K – – –
PCM
2974
Permanent Capital Management
Illinois
$475K +$475K +5,243 New
RPGNY
2975
Retirement Planning Group (New York)
New York
$475K +$475K +5,254 New
117 118
119
120 121