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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 %
ACA
526
Anchor Capital Advisors
Massachusetts
$20.7M -$1.35M -14,922 -6%
HPG
527
Harvest Portfolios Group
Ontario, Canada
$20.4M -$2.62M -28,982 -11%
MAP
528
Managed Asset Portfolios
Michigan
$20.3M -$8.27M -91,510 -29%
AF
529
Allworth Financial
California
$20.2M +$3.34M +35,810 +20%
BCM
530
BTC Capital Management
Iowa
$20.2M -$1.53M -16,960 -7%
BFS
531
Bradley Foster & Sargent
Connecticut
$20.1M +$734K +8,125 +4%
VIM
532
Vinva Investment Management
Australia
$20.1M +$1.45M +15,980 +8%
BC
533
Burney Company
Virginia
$20M +$2.86M +31,664 +17%
IWC
534
Integrated Wealth Concepts
Massachusetts
$20M +$1.58M +17,434 +9%
GVAG
535
Great Valley Advisor Group
Delaware
$20M +$344K +3,802 +2%
SW
536
SVB Wealth
Massachusetts
$20M +$20M +220,832 New
SI
537
Symmetry Investments
Jersey
$19.9M +$19.9M +220,705 New
OIA
538
OneDigital Investment Advisors
Kansas
$19.9M -$2.41M -26,684 -11%
TW
539
Transform Wealth
Colorado
$19.8M +$2.04M +22,556 +12%
EWM
540
Edge Wealth Management
New York
$19.7M -$257K -2,844 -1%
CC
541
Cadinha & Co
Hawaii
$19.6M +$18.3M +202,558 +1,452%
DCM
542
Dupont Capital Management
Delaware
$19.5M -$1.26M -13,918 -6%
CIC
543
Carnegie Investment Counsel
Ohio
$19.4M +$87.1K +964 +0.5%
FSA
544
Franklin Street Advisors
North Carolina
$19.4M -$516K -5,716 -3%
CAS
545
Coppell Advisory Solutions
Texas
$19.2M -$5.89M -64,843 -23%
TW
546
Trajan Wealth
Arizona
$19.2M +$1.15M +12,732 +6%
MGP
547
Metis Global Partners
California
$19.2M +$643K +7,117 +3%
CPCPP
548
Canada Post Corporation Pension Plan
Canada
$19.1M +$19.1M +211,051 New
BMSSC
549
B. Metzler seel. Sohn & Co
Germany
$19M -$4.65M -51,441 -20%
SC
550
Shellback Capital
Massachusetts
$19M -$3.61M -40,000 -16%
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