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Walmart Inc
WMT

3,910 hedge funds and large institutions have $263B invested in Walmart Inc in 2024 Q4 according to their latest regulatory filings, with 596 funds opening new positions, 1,390 increasing their positions, 1,469 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

728% more first-time investments, than exits

New positions opened: 596 | Existing positions closed: 72

32% more funds holding in top 10

Funds holding in top 10: 193 → 254 (+61)

17% more capital invested

Capital invested by funds: $225B → $263B (+$37.7B)

13% more funds holding

Funds holding: 3,455 → 3,910 (+455)

0.42% more ownership

Funds ownership: 34.75% → 35.17% (+0.42%)

5% less repeat investments, than reductions

Existing positions increased: 1,390 | Existing positions reduced: 1,469

16% less call options, than puts

Call options by funds: $6.18B | Put options by funds: $7.34B

Holders
3,910
Holders Change
+455
Holders Change %
+13.17%
% of All Funds
51.49%
Holding in Top 10
254
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+31.61%
% of All Funds
3.35%
New
596
Increased
1,390
Reduced
1,469
Closed
72
Calls
$6.18B
Puts
$7.34B
Net Calls
-$1.16B
Net Calls Change
-$2.16B

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.96B
2
Jennison Associates
Jennison Associates
New York
+$595M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$341M
4
Northern Trust
Northern Trust
Illinois
+$308M
5
APG Asset Management
APG Asset Management
Netherlands
+$305M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$597M
2
Boston Partners
Boston Partners
Massachusetts
-$576M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$553M
4
CWP
Capital Wealth Planning
Florida
-$382M
5
GQG Partners
GQG Partners
Florida
-$382M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3501
Saybrook Capital
North Carolina
$260K +$249K +2,875 New
EWA
3502
Elevate Wealth Advisory
Georgia
$260K +$3.04K +35 +1%
CWM
3503
Cherrydale Wealth Management
New Jersey
$260K – – –
CPC
3504
Cookson Peirce & Co
Pennsylvania
$259K +$249K +2,868 New
AA
3505
Alesco Advisors
New York
$259K -$5.55K -64 -2%
HBCM
3506
Heron Bay Capital Management
Michigan
$259K -$8.42K -97 -3%
EPP
3507
ETF Portfolio Partners
Kansas
$258K – – –
AA
3508
Apriem Advisors
California
$258K +$18.8K +217 +8%
MSFP
3509
Mark Sheptoff Financial Planning
Connecticut
$257K +$65.1K +750 +36%
PAYA
3510
Phil A. Younker & Associates
Alaska
$257K +$247K +2,850 New
PC
3511
Prairiewood Capital
North Dakota
$257K – – –
FFG
3512
Fiduciary Financial Group
California
$257K -$8.33K -96 -3%
BAS
3513
Brueske Advisory Services
Washington
$257K +$247K +2,847 New
CG
3514
Clifford Group
Massachusetts
$257K +$1.04K +12 +0.4%
MAM
3515
Montchanin Asset Management
Delaware
$257K – – –
PAS
3516
Professional Advisory Services
Florida
$257K – – –
WCM
3517
Washburn Capital Management
Florida
$256K +$246K +2,836 New
WAM
3518
Wallington Asset Management
Indiana
$256K -$15.5K -179 -6%
GKIM
3519
GW&K Investment Management
Massachusetts
$256K +$2.26K +26 +0.9%
VFA
3520
Voya Financial Advisors
Connecticut
$256K +$9.11K +105 +4%
NMG
3521
New Millennium Group
Utah
$256K +$6.42K +74 +3%
QP
3522
Quartz Partners
New York
$255K +$607 +7 +0.2%
ODG
3523
O'Dell Group
Ohio
$255K – – –
LFP
3524
Lakeshore Financial Planning
Michigan
$255K – – –
AF
3525
Affiance Financial
Minnesota
$255K – – –
139 140
141
142 143

WMT Hedge Fund Activity: Q4 2024 in Review

3,910 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2024, worth a combined $263B — up 17% from $225B a quarter earlier.

Buyers outnumbered sellers: 596 funds opened new WMT positions and 72 closed out — a net gain of 524 holders — while 1,390 added to existing stakes and 1,469 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.96B. The largest seller was International Assets Investment Management, cutting an estimated $597M.

  • 3,910 institutional investors held Walmart Inc (WMT) as of Q4 2024, up from 3,455 in Q3 2024.
  • Funds reported $263B of Walmart Inc stock for Q4 2024, up 17% quarter-over-quarter.
  • 596 funds opened new Walmart Inc positions in Q4 2024 and 72 closed out, a net change of +524 holders.
  • The largest Walmart Inc buyer in Q4 2024 was JP Morgan Chase, an estimated $1.96B added.
  • The largest Walmart Inc seller in Q4 2024 was International Assets Investment Management, an estimated $597M sold.

Based on aggregated 13F filings for Q4 2024.