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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 %
TCM
3076
Tradewinds Capital Management
Washington
$423K – – –
AWA
3077
Aletheian Wealth Advisors
Washington
$422K +$24K +266 +6%
RS
3078
Rakuten Securities
Japan
$421K +$198K +2,186 +88%
OIC
3079
Orion Investment Company
Missouri
$421K – – –
CWA
3080
Consilio Wealth Advisors
Washington
$421K +$13.6K +151 +3%
MAWAG
3081
Mid-American Wealth Advisory Group
Missouri
$420K -$19.2K -213 -4%
BWFA
3082
Baltimore-Washington Financial Advisors
Maryland
$418K +$12.7K +141 +3%
HFA
3083
Harbert Fund Advisors
Alabama
$418K -$147K -1,625 -26%
CNC
3084
Citizens & Northern Corp
Pennsylvania
$417K +$174K +1,925 +72%
SPWM
3085
Schrum Private Wealth Management
Florida
$417K -$186K -2,056 -31%
CW
3086
Curio Wealth
Maryland
$416K +$416K +4,609 New
RPCA
3087
Running Point Capital Advisors
California
$416K +$130K +1,443 +46%
LCM
3088
LVM Capital Management
Michigan
$416K -$43.5K -482 -9%
DWM
3089
Dechtman Wealth Management
Colorado
$416K – – –
OLVIG
3090
Oliver Lagore Vanvalin Investment Group
Michigan
$416K – – –
OFW
3091
Omnia Family Wealth
Florida
$416K +$11.4K +126 +3%
TS
3092
Tamar Securities
California
$415K -$903 -10 -0.2%
BAM
3093
Blueshift Asset Management
New Jersey
$413K +$413K +4,576 New
IAG
3094
Investment Advisory Group
Massachusetts
$413K -$145K -1,608 -26%
VWA
3095
VSM Wealth Advisory
Maryland
$413K +$413K +4,572 New
AC
3096
Anson Capital
Georgia
$413K – – –
EM
3097
ELCO Management
New York
$412K – – –
PCP
3098
Panoramic Capital Partners
Oregon
$412K +$412K +4,558 New
IF
3099
IRON Financial
Illinois
$411K +$18.3K +203 +5%
PTC
3100
Petrus Trust Company
Texas
$411K +$411K +4,545 New
122 123
124
125 126