WMT icon

Walmart
WMT

Overview Fund Activity

3,864 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
3,864
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 %
FMN
3901
Financial Management Network
California
– -$421K -5,197 Closed
KOC
3902
Koss-Olinger Consulting
Florida
– -$407K -5,039 Closed
BMCM
3903
Bryn Mawr Capital Management
Pennsylvania
– -$399K -4,944 Closed
WI
3904
WJ Interests
Texas
– -$388K -4,800 Closed
BPAMU
3905
BTG Pactual Asset Management US
New York
– -$375K -4,640 Closed
GRA
3906
Golden Road Advisors
Florida
– -$363K -4,495 Closed
CAS
3907
CTC Alternative Strategies
Illinois
– -$360K -4,460 Closed
MPM
3908
MBB Public Markets
Illinois
– -$356K -4,410 Closed
Jacobs Levy Equity Management
3909
Jacobs Levy Equity Management
New Jersey
– -$336K -4,163 Closed
TWP
3910
Tower Wealth Partners
Pennsylvania
– -$308K -3,811 Closed
HWP
3911
Hibernia Wealth Partners
Louisiana
– -$298K -3,685 Closed
BAM
3912
Brave Asset Management
New Jersey
– -$277K -3,434 Closed
MAM
3913
Magellan Asset Management
Australia
– -$276K -3,414 Closed
TCMP
3914
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$271K -3,354 Closed
TIA
3915
Trust Investment Advisors
Indiana
– -$263K -3,261 Closed
CPP
3916
Capasso Planning Partners
South Carolina
– -$262K -3,243 Closed
RIS
3917
Retirement Income Solutions
Michigan
– -$239K -2,961 Closed
FF
3918
Francis Financial
– -$237K -2,939 Closed
VI
3919
Versor Investments
New York
– -$231K -2,866 Closed
EW
3920
Elyxium Wealth
California
– -$222K -2,746 Closed
MPW
3921
MGO Private Wealth
California
– -$221K -2,742 Closed
CCA
3922
Cadent Capital Advisors
Oklahoma
– -$210K -2,601 Closed
NPPM
3923
North Point Portfolio Managers
Ohio
– -$209K -2,589 Closed
GMFG
3924
Greater Midwest Financial Group
Minnesota
– -$205K -2,543 Closed
SHIM
3925
Stone House Investment Management
Pennsylvania
– -$159K -1,968 Closed
154 155 156
157
158