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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 %
CPA
3526
Cathy Pareto & Associates
Florida
$243K +$243K +2,686 New
W
3527
WealthCollab
Washington
$242K – – –
MAM
3528
Madison Asset Management
Wisconsin
$242K -$45.2K -500 -16%
MIA
3529
Madison Investment Advisors
Wisconsin
$242K +$242K +2,676 New
IVP
3530
Intrinsic Value Partners
Arizona
$241K – – –
GBA
3531
Garrison Bradford & Associates
New York
$241K – – –
SWA
3532
Sightline Wealth Advisors
Connecticut
$241K – – –
CI
3533
Carroll Investors
South Carolina
$240K – – –
GCA
3534
Gradient Capital Advisors
California
$240K -$11.2K -124 -4%
BCM
3535
Blume Capital Management
California
$239K -$14.2K -157 -6%
CBOR
3536
Community Bank of Raymore
Missouri
$239K – – –
O3W
3537
Omni 360 Wealth
New Jersey
$239K +$4.79K +53 +2%
MWP
3538
Meredith Wealth Planning
Illinois
$237K +$237K +2,628 New
LAS
3539
LWM Advisory Services
Florida
$237K +$4.33K +48 +2%
E
3540
EntreWealth
Texas
$237K +$237K +2,911 New
HHGA
3541
Halbert Hargrove Global Advisors
California
$236K -$3.52K -39 -1%
HIGP
3542
Hill Investment Group Partners
Missouri
$236K +$236K +2,613 New
JFA
3543
JNBA Financial Advisors
Minnesota
$236K -$10.4K -115 -4%
NFTC
3544
North Forty Two & Co
Oregon
$235K +$235K +2,606 New
OAM
3545
Oberweis Asset Management
Illinois
$235K -$35.2K -390 -13%
CFA
3546
Cahill Financial Advisors
Minnesota
$235K -$97.3K -1,077 -29%
CP
3547
Camelot Portfolios
Ohio
$235K – – –
AIA
3548
Arbor Investment Advisors
North Carolina
$235K – – –
BF
3549
Baring Financial
Washington
$235K +$235K +2,603 New
WW
3550
Westshore Wealth
California
$234K +$452 +5 +0.2%
140 141
142
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