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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 %
CWM
3126
Centricity Wealth Management
Ohio
$402K +$402K +4,449 New
MIFH
3127
Migdal Insurance & Financial Holdings
Israel
$401K +$13.5K +149 +3%
AA
3128
Aire Advisors
California
$401K – – –
CFGW
3129
Chancellor Financial Group WB
Pennsylvania
$400K +$400K +4,424 New
JCFM
3130
JBR Co Financial Management
Oklahoma
$400K -$904 -10 -0.2%
HBS
3131
Howard Bailey Securities
Indiana
$400K +$158K +1,748 +65%
CWA
3132
Core Wealth Advisors
Florida
$399K -$4.97K -55 -1%
OCM
3133
Objective Capital Management
Ohio
$399K -$94.1K -1,042 -19%
SAM
3134
Smith Asset Management
Florida
$398K +$398K +4,410 New
FFS
3135
Fischer Financial Services
Pennsylvania
$397K +$397K +4,398 New
CCM
3136
Chiron Capital Management
Florida
$397K +$126K +1,399 +47%
FWM
3137
Forza Wealth Management
Florida
$397K +$32.3K +357 +9%
TWG
3138
The Wealth Group
Minnesota
$397K – – –
ACM
3139
Armbruster Capital Management
New York
$397K +$16.1K +178 +4%
V
3140
VeraBank
Texas
$397K +$10.6K +117 +3%
GFL
3141
Granite FO LLC
New Hampshire
$397K – – –
SF
3142
SageOak Financial
Oklahoma
$396K +$396K +4,388 New
MW
3143
Members Wealth
Pennsylvania
$396K +$396K +3,823 New
A
3144
AlphaQuest
New York
$396K +$20.2K +224 +5%
PMFA
3145
Plante Moran Financial Advisors
Michigan
$396K -$20.5K -227 -5%
WFA
3146
Websterrogers Financial Advisors
South Carolina
$395K +$155K +1,710 +64%
RWA
3147
Rooted Wealth Advisors
Illinois
$394K +$9.98K +110 +3%
GA
3148
GSG Advisors
New Jersey
$394K +$5.96K +66 +2%
FFWM
3149
Future Financial Wealth Management
Ohio
$393K – – –
PC
3150
Promus Capital
Illinois
$393K +$393K +4,350 New
124 125
126
127 128