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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 %
RHP
3276
Royal Harbor Partners
Texas
$329K -$181 -2 -0.1%
BWP
3277
Barlow Wealth Partners
Kentucky
$329K – – –
EF
3278
Elite Financial
Idaho
$327K +$327K +3,612 New
CWM
3279
Crowley Wealth Management
Delaware
$326K +$326K +3,604 New
SWA
3280
Strata Wealth Advisors
Texas
$325K +$2.62K +29 +0.8%
AC
3281
Avenir Corporation
Virginia
$324K – – –
SFCL
3282
Strengthening Families & Communities LLC
Massachusetts
$324K -$3.52M -38,912 -92%
KFC
3283
Klingenstein Fields & Co
New York
$324K – – –
ME
3284
McIlrath & Eck
Washington
$324K -$97.8K -1,083 -23%
HAS
3285
HBW Advisory Services
California
$322K -$33.4K -370 -9%
KFA
3286
Kapstone Financial Advisors
Ohio
$321K – – –
FA
3287
Fiducient Advisors
Illinois
$321K – – –
SCM
3288
Sterneck Capital Management
Missouri
$320K – – –
HIS
3289
Horizon Investment Services
Indiana
$319K +$70.9K +785 +29%
LC
3290
Landaas & Company
Wisconsin
$319K -$22K -244 -6%
HFS
3291
Hopwood Financial Services
Virginia
$318K +$318K +3,525 New
TFCP
3292
Twin Focus Capital Partners
Massachusetts
$318K – – –
IA
3293
IFG Advisors
Missouri
$317K +$903 +10 +0.3%
DWS
3294
Dynamic Wealth Strategies
California
$317K -$1.63K -18 -0.5%
MIM
3295
Merrion Investment Management
New Jersey
$317K – – –
HWA
3296
HMV Wealth Advisors
Louisiana
$317K +$317K +3,505 New
MAM
3297
MMA Asset Management
Pennsylvania
$317K +$45.3K +501 +17%
TLCM
3298
Twin Lakes Capital Management
California
$316K – – –
SFP
3299
Sandbox Financial Partners
Maryland
$316K -$4.79K -53 -1%
API
3300
Asset Planning Inc
California
$316K +$316K +3,495 New
130 131
132
133 134