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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 %
NCM
3601
Noesis Capital Mangement
Florida
$223K +$223K +2,469 New
BAMG
3602
Brand Asset Management Group
Missouri
$223K +$223K +2,465 New
IW
3603
Instrumental Wealth
Florida
$223K +$223K +2,350 New
LWM
3604
Lighthouse Wealth Management
Ohio
$223K +$223K +2,464 New
CCMI
3605
Creative Capital Management Investments
California
$222K – – –
MC
3606
Miramar Capital
Illinois
$221K +$221K +2,442 New
FCA
3607
Fortis Capital Advisors
Kansas
$220K -$45.2K -585 -17%
CCFCSB
3608
Cape Cod Five Cents Savings Bank
Massachusetts
$220K – – –
GBWM
3609
Granite Bay Wealth Management
New Hampshire
$220K +$220K +2,436 New
VSQM
3610
V-Square Quantitative Management
Illinois
$220K -$68.5K -758 -24%
MWM
3611
Momentous Wealth Management
Washington
$219K +$219K +2,429 New
OPPS
3612
Obsidian Personal Planning Solutions
Maryland
$219K +$219K +2,235 New
HAM
3613
Harmony Asset Management
Arizona
$219K +$219K +2,428 New
RFA
3614
RTD Financial Advisors
Pennsylvania
$219K +$219K +2,426 New
DFP
3615
Defined Financial Planning
California
$219K +$219K +2,423 New
GFA
3616
Grunden Financial Advisory
Texas
$219K +$219K +2,421 New
Aristotle Capital Management
3617
Aristotle Capital Management
California
$218K +$218K +2,415 New
OA
3618
Oceanside Advisors
South Carolina
$218K +$218K +2,410 New
PFA
3619
Plotkin Financial Advisors
Maryland
$218K +$218K +2,408 New
TPBG
3620
Turning Point Benefit Group
Maryland
$217K +$217K +2,372 New
CWM
3621
Cranbrook Wealth Management
Michigan
$217K – – –
MWA
3622
Martel Wealth Advisors
Washington
$217K +$217K +2,400 New
MFG
3623
Midwest Financial Group
Kansas
$217K +$217K +2,398 New
MMM
3624
Mendel Money Management
Illinois
$217K +$217K +2,397 New
LSWM
3625
Lorne Steinberg Wealth Management
Canada
$216K +$216K +2,394 New
143 144
145
146 147