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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 %
PNAA
3426
Pictet North America Advisors
Switzerland
$271K – – –
TWA
3427
Trace Wealth Advisors
California
$271K +$271K +3,000 New
ADBIC
3428
A.D. Beadell Investment Counsel
Wisconsin
$271K -$67.8K -750 -20%
BI
3429
Bolthouse Investments
California
$271K +$271K +2,999 New
VCM
3430
Vision Capital Management
Oregon
$271K +$271K +2,998 New
IWS
3431
Integrity Wealth Solutions
Colorado
$271K +$271K +2,989 New
NFG
3432
Northeast Financial Group
Pennsylvania
$270K +$2.62K +29 +1%
DC
3433
Dahring Cusmano
Michigan
$270K +$270K +2,989 New
AWP
3434
Atlas Wealth Partners
Pennsylvania
$270K – – –
WF
3435
Warner Financial
Maryland
$270K – – –
SWMG
3436
Sard Wealth Management Group
Georgia
$270K -$9.04K -100 -3%
SO
3437
Sierra Ocean
California
$270K +$270K +2,984 New
SSWG
3438
Seven Springs Wealth Group
Tennessee
$269K +$269K +2,976 New
FCG
3439
Fielder Capital Group
Tennessee
$269K -$632 -7 -0.2%
AWM
3440
Avaii Wealth Management
Wisconsin
$268K -$54.3K -601 -17%
LWA
3441
LifeGoal Wealth Advisors
New York
$267K +$267K +2,955 New
PCA
3442
Providence Capital Advisors
North Carolina
$267K +$156K +1,730 +141%
PBF
3443
Petix & Botte Financial
California
$266K – – –
RC
3444
Rovin Capital
Arizona
$266K +$90 +1 +0%
SNB
3445
Security National Bank
Nebraska
$266K +$54.2K +600 +26%
CWA
3446
Centennial Wealth Advisory
Michigan
$266K -$90 -1 -0%
CIAS
3447
CBIZ Investment Advisory Services
Ohio
$266K -$46K -508 -15%
AC
3448
Asio Capital
Kentucky
$266K -$9.06K -100 -3%
MWM
3449
Mascagni Wealth Management
Mississippi
$265K +$265K +3,018 New
AFS
3450
Access Financial Services
Minnesota
$264K +$264K +2,925 New
136 137
138
139 140