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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 %
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$42.9M -$447K -4,944 -1%
NMIFOAC
352
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$42.7M – – –
SRIM
353
Saratoga Research & Investment Management
California
$42.3M -$1.9M -21,025 -4%
MBI
354
Montrusco Bolton Investments
Quebec, Canada
$42.1M -$11M -121,496 -21%
JSSH
355
J. Safra Sarasin Holding
$42.1M +$34.6M +383,063 +461%
FHA
356
First Horizon Advisors
Tennessee
$41.2M -$1.33M -14,763 -3%
BPA
357
Beacon Pointe Advisors
California
$41.2M -$2.06M -22,795 -5%
VI
358
Vestcor Inc
New Brunswick, Canada
$40.9M -$1.46M -16,178 -3%
Massachusetts Financial Services
359
Massachusetts Financial Services
Massachusetts
$40.2M +$472K +5,221 +1%
William Blair Investment Management
360
William Blair Investment Management
Illinois
$40.1M -$1.32M -14,564 -3%
BP
361
BNP Paribas
France
$39.6M +$4.4M +48,650 +13%
AF
362
Avanza Fonder
Sweden
$38.8M +$38.8M +429,481 New
TRSOTSOK
363
Teachers Retirement System of the State of Kentucky
Kentucky
$37.8M +$8.29M +91,792 +28%
Kovitz Investment Group Partners
364
Kovitz Investment Group Partners
Illinois
$37.7M +$664K +7,347 +2%
BCWM
365
Bartlett & Co Wealth Management
Ohio
$37.3M -$126K -1,395 -0.3%
PGFC
366
Peapack-Gladstone Financial Corp
New Jersey
$37.2M -$1.5M -16,631 -4%
MSU
367
Mizuho Securities USA
New York
$37.2M +$11.7M +129,742 +46%
SC
368
Sapient Capital
Indiana
$37.1M +$786K +8,683 +2%
Macquarie Group
369
Macquarie Group
Australia
$37.1M -$142M -2,212,890 -79%
MFAM
370
Motley Fool Asset Management
Virginia
$36.8M +$4.75M +52,547 +15%
ADEF
371
Adams Diversified Equity Fund
Maryland
$36.8M -$506K -5,600 -1%
PWP
372
Perfromance Wealth Partners
Illinois
$36.8M +$730K +8,084 +2%
OC
373
Oakworth Capital
Alabama
$36.6M +$281K +3,113 +0.8%
EMPI
374
Elo Mutual Pension Insurance
Finland
$36.5M -$1.53M -16,935 -4%
BPWM
375
Badgley Phelps Wealth Managers
Washington
$36.4M +$626K +6,912 +2%
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