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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 %
SSA
376
Schonfeld Strategic Advisors
New York
$36M +$25.8M +285,647 +253%
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$36M -$670K -7,420 -2%
Brown Advisory
378
Brown Advisory
Maryland
$35.9M +$317K +3,514 +0.9%
DILIC
379
Dai-ichi Life Insurance Company
Japan
$35.6M -$2.99M -33,060 -8%
WIC
380
Willis Investment Counsel
Georgia
$34.8M +$4.52K +50 +0%
Twin Tree Management
381
Twin Tree Management
Texas
$34.8M -$304K -3,369 -0.9%
CA
382
Clearstead Advisors
Ohio
$34.7M -$485K -5,371 -1%
CCB
383
Country Club Bank
Missouri
$34.5M -$107K -1,176 -0.3%
Rafferty Asset Management
384
Rafferty Asset Management
New York
$34.4M +$3.66M +40,547 +12%
KPWS
385
Kestra Private Wealth Services
Texas
$34.2M +$3.09M +34,239 +10%
NCM
386
Novare Capital Management
North Carolina
$34.1M -$1.32M -14,582 -4%
CIC
387
Crawford Investment Counsel
Georgia
$33.9M -$3.17M -35,136 -9%
Lido Advisors
388
Lido Advisors
California
$33.9M -$338K -3,731 -1%
Canada Life
389
Canada Life
Manitoba, Canada
$33.7M -$8.16M -90,352 -19%
OPERF
390
Oregon Public Employees Retirement Fund
Oregon
$33.6M +$18.1K +200 +0.1%
Pacer Advisors
391
Pacer Advisors
Pennsylvania
$33.5M -$1.48M -16,422 -4%
OWP
392
Obermeyer Wealth Partners
Colorado
$33.5M -$40.3K -446 -0.1%
DADC
393
D.A. Davidson & Co
Montana
$33.5M +$1.22M +13,488 +4%
BGIM
394
Brandywine Global Investment Management
Pennsylvania
$33.4M -$164K -1,812 -0.5%
BCM
395
Benchstone Capital Management
New York
$33.4M +$33.4M +369,864 New
GCM
396
Gladstone Capital Management
United Kingdom
$33.3M +$33.3M +368,974 New
AP
397
Americana Partners
Texas
$33.3M +$31.6M +349,739 +1,891%
PA
398
Pinnacle Associates
New York
$33M +$21.4M +237,035 +185%
HF
399
HRT Financial
New York
$33M +$33M +365,436 New
CA
400
Cornerstone Advisors
North Carolina
$32.6M -$1.11M -12,300 -3%
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