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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 %
SWIM
3551
Smallwood Wealth Investment Management
New Jersey
$234K -$6.78K -75 -3%
CFS
3552
Compass Financial Services
Iowa
$234K +$234K +2,589 New
BZWA
3553
Blue Zone Wealth Advisors
California
$234K +$234K +2,589 New
MWAM
3554
Manhattan West Asset Management
California
$234K +$234K +2,588 New
MIM
3555
Macroview Investment Management
Maryland
$233K – – –
OCG
3556
Opus Capital Group
Ohio
$233K – – –
ONSWM
3557
Old North State Wealth Management
North Carolina
$233K -$42.8K -473 -16%
AC
3558
Avant Capital
Louisiana
$233K +$233K +2,578 New
CGA
3559
Crescent Grove Advisors
Illinois
$232K -$88.1K -973 -27%
CWMS
3560
Cannon Wealth Management Services
North Carolina
$232K +$232K +2,335 New
WA
3561
Whipplewood Advisors
Colorado
$232K +$232K +2,570 New
RA
3562
Riverstone Advisors
Texas
$231K – – –
GSC
3563
G&S Capital
Colorado
$231K +$2.17K +24 +0.9%
CIR
3564
Clear Investment Research
Georgia
$231K -$542 -6 -0.2%
MFS
3565
Miller Financial Services
Michigan
$231K +$231K +2,559 New
NAG
3566
Northstar Advisory Group
New Jersey
$231K +$4.52K +50 +2%
AL
3567
ADE LLC
Maryland
$231K – – –
LPFG
3568
Landing Point Financial Group
Ohio
$231K +$231K +2,229 New
TSS
3569
Two Sigma Securities
New York
$231K -$3.61M -39,932 -94%
CWM
3570
Consultiva Wealth Management
Puerto Rico
$231K +$231K +2,553 New
HA
3571
Hanover Advisors
South Carolina
$230K – – –
VIA
3572
Virtus Investment Advisers
Connecticut
$230K – – –
BIM
3573
Barton Investment Management
Pennsylvania
$229K – – –
TFP
3574
Traction Financial Partners
Wyoming
$229K -$28.1K -311 -11%
MFA
3575
Millington Financial Advisors
Illinois
$229K +$229K +2,299 New
141 142
143
144 145