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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 %
CL
601
Choreo LLC
Illinois
$16.5M +$66.4K +732 +0.4%
SBH
602
Segall Bryant & Hamill
Illinois
$16.2M -$1.81K -20 -0%
EWA
603
EP Wealth Advisors
California
$16.2M +$580K +6,419 +4%
FAB
604
First American Bank
Illinois
$16.1M +$156K +1,725 +1%
JMFC
605
J.M. Forbes & Co
Massachusetts
$16.1M -$4.72M -52,251 -23%
CG
606
CFO4Life Group
Texas
$16.1M -$397K -4,392 -2%
LWP
607
LMG Wealth Partners
Louisiana
$16M +$131K +1,446 +0.8%
SPG
608
Strategic Planning Group
Utah
$15.8M +$214K +2,366 +1%
CTA
609
Colonial Trust Advisors
South Carolina
$15.8M -$470K -5,202 -3%
SDIC
610
South Dakota Investment Council
South Dakota
$15.7M -$4.57M -50,581 -23%
WB
611
Webster Bank
Connecticut
$15.7M -$332K -3,680 -2%
GIA
612
GHP Investment Advisors
Colorado
$15.7M -$325K -3,592 -2%
TCOV
613
Trust Company of Vermont
Vermont
$15.7M +$181K +2,001 +1%
GAM
614
Gotham Asset Management
New York
$15.7M -$193K -2,131 -1%
HW
615
Hancock Whitney
Mississippi
$15.6M +$1.57M +17,327 +11%
WAS
616
WESPAC Advisors SoCal
California
$15.5M -$575K -6,360 -4%
OCM
617
One Capital Management
California
$15.4M -$1.48M -16,343 -9%
LFAS
618
Level Four Advisory Services
Texas
$15.4M -$680K -7,531 -4%
ECM
619
Empirical Capital Management
Tennessee
$15.4M – – –
CWM
620
Cornerstone Wealth Management
Missouri
$15.3M +$3.2M +35,386 +26%
SWM
621
Spire Wealth Management
Virginia
$15.3M +$888K +9,829 +6%
BHWM
622
Bar Harbor Wealth Management
New Hampshire
$15.2M +$243K +2,685 +2%
GFG
623
Greystone Financial Group
Michigan
$15.2M -$590K -6,535 -4%
LTI
624
Laffer Tengler Investments
Tennessee
$15.2M +$2.23M +24,679 +17%
LIA
625
LS Investment Advisors
Michigan
$15.1M -$235K -2,598 -2%
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