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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 %
FMWA
551
Forvis Mazars Wealth Advisors
Missouri
$18.8M -$46.1K -510 -0.2%
PP
552
Prudential plc
United Kingdom
$18.7M -$12.8M -141,856 -41%
BRWA
553
B. Riley Wealth Advisors
Florida
$18.7M -$1.96M -21,651 -9%
LA
554
Lynch & Associates
Indiana
$18.7M -$348K -3,850 -2%
NMERB
555
New Mexico Educational Retirement Board
New Mexico
$18.7M -$163K -1,800 -0.9%
AHB
556
Abner Herrman & Brock
New Jersey
$18.6M -$10.8K -119 -0.1%
CLOS
557
Compagnie Lombard Odier SCmA
Switzerland
$18.5M -$298K -3,302 -2%
RWM
558
Ritholtz Wealth Management
New York
$18.5M +$975K +10,786 +6%
AWA
559
Arkadios Wealth Advisors
Georgia
$18.4M +$844K +9,336 +5%
BBHC
560
Brown Brothers Harriman & Co
New York
$18.4M +$830K +9,185 +5%
HA
561
Hamel Associates
New Jersey
$18.4M -$959K -10,610 -5%
MWM
562
Modera Wealth Management
New Jersey
$18.4M +$840K +9,292 +5%
BCM
563
Bridgeway Capital Management
Texas
$18.4M -$5.53M -61,175 -23%
CA
564
Callahan Advisors
Texas
$18.3M -$391K -4,329 -2%
ABTD
565
Arvest Bank Trust Division
Oklahoma
$18.3M +$142K +1,572 +0.8%
FMC
566
First Merchants Corp
Indiana
$18.3M -$2.43M -26,873 -12%
CIA
567
CCM Investment Advisers
South Carolina
$18.2M -$255K -2,822 -1%
SWP
568
Stratos Wealth Partners
Ohio
$18.1M -$673K -7,444 -4%
PAS
569
Park Avenue Securities
New York
$18.1M +$2.08M +23,008 +13%
FAT
570
First American Trust
California
$18M +$285K +3,159 +2%
LIM
571
Leavell Investment Management
Alabama
$18M +$314K +3,467 +2%
NPT
572
Nixon Peabody Trust
Massachusetts
$18M +$249K +2,761 +1%
NB
573
Norinchukin Bank
Japan
$17.9M +$1.11M +12,314 +7%
MMA
574
Miracle Mile Advisors
California
$17.9M +$14M +154,770 +355%
CA
575
CSM Advisors
Pennsylvania
$17.8M -$444K -4,920 -2%
21 22
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