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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 %
AWM
3651
Abound Wealth Management
Tennessee
$208K +$12.6K +139 +6%
VFP
3652
Verus Financial Partners
Virginia
$208K +$208K +2,235 New
APC
3653
Asset Planning Corporation
Tennessee
$208K +$208K +2,298 New
TAM
3654
Trillium Asset Management
Massachusetts
$207K -$20.1K -222 -9%
KCP
3655
Kera Capital Partners
California
$206K +$206K +2,284 New
CWM
3656
ClientFirst Wealth Management
Arkansas
$206K +$206K +2,280 New
CFO
3657
Custos Family Office
Texas
$205K +$205K +2,274 New
FFA
3658
Frazier Financial Advisors
Ohio
$205K -$5.98K -66 -3%
SWM
3659
Stockman Wealth Management
Montana
$205K +$205K +2,270 New
FA
3660
Fagan Associates
New York
$205K +$205K +2,269 New
SIA
3661
Summit Investment Advisors
Maryland
$205K +$205K +1,949 New
IIM
3662
Ipswich Investment Management
Massachusetts
$204K +$204K +2,259 New
BBP
3663
Banco BTG Pactual
Brazil
$204K +$204K +2,265 New
BMWS
3664
Brady Martz Wealth Solutions
North Dakota
$204K +$204K +2,243 New
FC
3665
Financial Council
Maryland
$204K +$204K +2,253 New
PWA
3666
Principia Wealth Advisory
Texas
$203K +$203K +2,251 New
SI
3667
Sava Infond
Slovenia
$203K +$203K +2,250 New
GWSA
3668
Global Wealth Strategies & Associates
Colorado
$203K – – –
JBA
3669
Johnson Bixby & Associates
Washington
$203K +$203K +2,247 New
SA
3670
Skyline Advisors
Washington
$203K +$203K +2,246 New
DQRIM
3671
Dale Q Rice Investment Management
Washington
$202K +$202K +2,235 New
GLLW
3672
Graves Light Lenhart Wealth
Virginia
$202K +$202K +2,232 New
CWA
3673
Carolina Wealth Advisors
South Carolina
$201K -$48.8K -540 -20%
IPA
3674
Investment Planning Advisors
Georgia
$201K +$201K +2,224 New
SP
3675
SIH Partners
Delaware
$200K +$200K +2,219 New
145 146
147
148 149