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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 %
FFG
3476
Fiduciary Financial Group
California
$257K -$8.93K -96 -3%
BAS
3477
Brueske Advisory Services
Washington
$257K +$257K +2,847 New
CG
3478
Clifford Group
Massachusetts
$257K +$1.08K +12 +0.4%
MAM
3479
Montchanin Asset Management
Delaware
$257K – – –
PAS
3480
Professional Advisory Services
Florida
$257K – – –
WCM
3481
Washburn Capital Management
Florida
$256K +$256K +2,836 New
WAM
3482
Wallington Asset Management
Indiana
$256K -$16.2K -179 -6%
GKIM
3483
GW&K Investment Management
Massachusetts
$256K +$2.35K +26 +0.9%
VFA
3484
Voya Financial Advisors
Connecticut
$256K +$9.51K +105 +4%
NMG
3485
New Millennium Group
Utah
$256K +$6.69K +74 +3%
QP
3486
Quartz Partners
New York
$255K +$632 +7 +0.2%
ODG
3487
O'Dell Group
Ohio
$255K – – –
LFP
3488
Lakeshore Financial Planning
Michigan
$255K – – –
AF
3489
Affiance Financial
Minnesota
$255K – – –
SSI
3490
Scott & Selber Inc
Texas
$254K – – –
SC
3491
Searle & Co
Connecticut
$254K +$254K +2,811 New
SFSG
3492
Sound Financial Strategies Group
Mississippi
$254K -$20.5K -227 -7%
WFPG
3493
Waller Financial Planning Group
Ohio
$253K – – –
VCWM
3494
Vista Cima Wealth Management
Arizona
$253K +$253K +2,804 New
DP
3495
Denver PWM
Colorado
$253K -$22K -244 -8%
WIP
3496
WealthCare Investment Partners
Rhode Island
$253K +$253K +2,808 New
RWP
3497
Ridgeline Wealth Planning
Ohio
$253K +$253K +2,795 New
RCM
3498
Requisite Capital Management
Texas
$252K +$252K +2,785 New
PRTG
3499
Post Resch Tallon Group
New York
$252K +$252K +2,800 New
TKP
3500
Tallon Kerry Patrick
$252K +$252K +2,800 New
138 139
140
141 142