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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 %
ACM
426
Aquatic Capital Management
Illinois
$28.6M +$28.6M +316,829 New
NWWA
427
New Wave Wealth Advisors
Arkansas
$28.5M -$313K -3,461 -1%
BMO
428
Beck Mack & Oliver
New York
$28.3M -$413K -4,576 -1%
BFS
429
Bard Financial Services
Connecticut
$28.2M +$99.4K +1,100 +0.4%
SIMG
430
Sonora Investment Management Group
Arizona
$28.2M +$120K +1,326 +0.4%
CB
431
Cadence Bank
Mississippi
$28.1M +$11.6M +128,893 +71%
FNT
432
First National Trust
Pennsylvania
$28M -$465K -5,144 -2%
LIM
433
Lathrop Investment Management
Arkansas
$27.9M -$1.44M -15,969 -5%
GHA
434
GW Henssler & Associates
Georgia
$27.8M -$323K -3,994 -1%
RCW
435
Rheos Capital Works
Japan
$27.7M – – –
AAIM
436
Asset Advisors Investment Management
Georgia
$27.7M -$872K -9,653 -3%
MAM
437
Meeder Asset Management
Ohio
$27.7M +$12.1M +134,149 +78%
Hudson Bay Capital Management
438
Hudson Bay Capital Management
Connecticut
$27.6M +$26.1M +288,985 +1,700%
WC
439
Waterloo Capital
Texas
$27.5M +$4.26M +47,140 +18%
WA
440
Waverly Advisors
Alabama
$27.5M +$9.52M +105,342 +53%
HIP
441
HUB Investment Partners
Texas
$27.3M -$849K -9,394 -3%
CIA
442
Choate Investment Advisors
Massachusetts
$27.2M +$2.08M +22,961 +8%
CICI
443
Capital Investment Counsel Inc
North Carolina
$27.2M -$2.52M -27,894 -8%
KRS
444
Kentucky Retirement Systems
Kentucky
$27M -$372K -4,112 -1%
CBUSF
445
Construction & Building Unions Superannuation Fund
Australia
$26.9M +$5.94M +65,760 +28%
ECG
446
Edge Capital Group
Georgia
$26.8M -$67.3K -745 -0.3%
WT
447
Washington Trust
Rhode Island
$26.7M -$601K -6,657 -2%
WB
448
WesBanco Bank
West Virginia
$26.4M -$1.02M -11,330 -4%
TS
449
Triglav Skladi
Slovenia
$26.3M +$26.3M +291,406 New
AWS
450
Atria Wealth Solutions
New York
$26.3M +$886K +9,794 +3%
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