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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 %
MCM
326
MAI Capital Management
Ohio
$47.1M +$6.18M +68,455 +15%
DAM
327
Delta Asset Management
Tennessee
$47M -$1.79M -19,828 -4%
FCM
328
Fourpath Capital Management
Oklahoma
$46.9M -$36.3K -402 -0.1%
AAMU
329
AEGON Asset Management (UK)
United Kingdom
$46.8M -$5.7M -63,088 -11%
WF
330
Welch & Forbes
Massachusetts
$46.3M +$278K +3,074 +0.6%
LCWP
331
Legacy Capital Wealth Partners
Arkansas
$46.1M +$1.39M +15,381 +3%
SCP
332
Seizert Capital Partners
Michigan
$46.1M -$6.73M -74,477 -13%
VA
333
Vident Advisory
Georgia
$46M +$20.2M +223,914 +79%
Lazard Asset Management
334
Lazard Asset Management
New York
$45.9M +$18.1M +199,931 +65%
UCFA
335
United Capital Financial Advisors
Texas
$45.9M -$14.7M -162,554 -24%
FFB
336
First Financial Bankshares
Texas
$45.4M -$629K -6,966 -1%
HWA
337
Heritage Wealth Advisors
Virginia
$45.2M -$4.59M -50,838 -9%
SFI
338
Susquehanna Fundamental Investments
Pennsylvania
$45M +$45M +497,899 New
TI
339
Trexquant Investment
Connecticut
$44.7M +$39.2M +433,983 +710%
PA
340
Paralel Advisors
Colorado
$44.7M – – –
MAM
341
Martingale Asset Management
Massachusetts
$44.6M -$6.56M -72,647 -13%
Wealthfront Advisers
342
Wealthfront Advisers
California
$44.5M +$2.74M +30,292 +7%
Pathstone Holdings
343
Pathstone Holdings
New Jersey
$44.4M -$1.09M -12,009 -2%
OC
344
Oppenheimer & Co
New York
$44.3M +$1.42M +15,672 +3%
DP
345
Dearborn Partners
Illinois
$44.2M -$719K -7,956 -2%
CTB
346
Country Trust Bank
Illinois
$44.1M -$6.46M -71,514 -13%
IGAM
347
iA Global Asset Management
Quebec, Canada
$44M +$3.42M +37,850 +8%
CFB
348
Cullen/Frost Bankers
Texas
$43.9M +$2.08M +23,040 +5%
AAF
349
Andra AP-fonden
Sweden
$43.6M +$9.32M +103,100 +27%
ATC
350
Argent Trust Co
Tennessee
$43.5M -$568K -6,285 -1%
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