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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 %
EAM
576
Erste Asset Management
Austria
$17.7M -$2.02M -22,150 -10%
FG
577
Fiduciary Group
Georgia
$17.7M -$190K -2,106 -1%
WCM
578
Whitener Capital Management
North Carolina
$17.6M -$637K -7,052 -3%
JIR
579
James Investment Research
Ohio
$17.6M -$882K -9,760 -5%
RCYC
580
Richard C. Young & Co
Rhode Island
$17.5M -$237K -2,627 -1%
AIM
581
Allen Investment Management
New York
$17.5M +$14.7K +163 +0.1%
SF
582
Summit Financial
New Jersey
$17.5M +$862K +9,517 +5%
TC
583
TownSquare Capital
Utah
$17.5M +$1.07M +11,862 +7%
JC
584
JB Capital
Connecticut
$17.4M +$188K +2,079 +1%
ECM
585
ExodusPoint Capital Management
New York
$17.3M +$4.97K +55 +0%
RP
586
Rowlandmiller & Partners
Georgia
$17.3M -$39K -432 -0.2%
OCBCO
587
Oversea-Chinese Banking Corp (OCBC)
Singapore
$17.3M +$4.57M +50,578 +36%
JCM
588
Janney Capital Management
Pennsylvania
$17.2M -$4.87M -53,906 -22%
HAG
589
HighPoint Advisor Group
Illinois
$17.2M -$158K -1,563 -0.9%
CHC
590
City Holding Co
West Virginia
$17.2M +$32.8K +363 +0.2%
WIM
591
WealthPlan Investment Management
Nebraska
$17.2M -$1.69M -18,684 -9%
M1FG
592
Mach-1 Financial Group
Arkansas
$17.1M +$1.94M +21,429 +13%
AWM
593
AE Wealth Management
Kansas
$17.1M -$799K -8,842 -4%
ZDA
594
Zweig-DiMenna Associates
New York
$17M +$2.21M +24,511 +15%
CFG
595
Citizens Financial Group
Rhode Island
$17M +$1.78M +19,697 +12%
OHIS
596
Oak Harvest Investment Services
Texas
$16.8M +$349K +3,862 +2%
HIC
597
Hartline Investment Corp
Illinois
$16.7M -$1.62M -17,900 -9%
GC
598
Guggenheim Capital
Illinois
$16.6M -$12.7M -140,375 -43%
Dodge & Cox
599
Dodge & Cox
California
$16.6M -$1.25M -13,800 -7%
DJSG
600
D.J. St. Germain
Massachusetts
$16.6M +$216K +2,394 +1%
22 23
24
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