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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 %
HCM
651
Hilton Capital Management
New York
$14.2M -$1.95M -21,564 -12%
TI
652
Tidal Investments
Wisconsin
$14.1M -$3.04M -33,629 -18%
MHIC
653
Marble Harbor Investment Counsel
Massachusetts
$14.1M -$196K -2,174 -1%
IWM
654
IHT Wealth Management
Illinois
$14M -$1.36M -15,004 -9%
RC
655
RBF Capital
California
$14M – – –
WM
656
WS Management
Florida
$14M – – –
EH
657
Equitable Holdings
New York
$13.9M +$793K +8,780 +6%
TG
658
TCW Group
California
$13.8M +$123K +1,360 +0.9%
MCM
659
Mattern Capital Management
Colorado
$13.8M -$1.2M -13,240 -8%
MIG
660
McGuire Investment Group
Rhode Island
$13.8M +$93.6K +1,036 +0.7%
NW
661
NewEdge Wealth
Pennsylvania
$13.8M +$654K +7,244 +5%
MWM
662
Meridian Wealth Management
Kentucky
$13.7M +$613K +6,780 +5%
M
663
MOTCO
Texas
$13.7M -$1.1M -12,219 -7%
PAI
664
Pittenger & Anderson Inc
Nebraska
$13.6M +$354K +3,918 +3%
MWM
665
Marietta Wealth Management
Georgia
$13.6M -$377K -4,169 -3%
MMA
666
Mizuho Markets Americas
New York
$13.6M +$6.39M +70,747 +88%
OPCM
667
Osborne Partners Capital Management
California
$13.6M -$33.9K -375 -0.2%
MASUI
668
MIRAE ASSET SECURITIES (USA) INC.
New York
$13.6M +$13.6M +150,427 New
SFS
669
Sowell Financial Services
Arkansas
$13.6M +$2.32M +25,700 +21%
GP
670
Guardian Partners
Canada
$13.6M +$13.6M +147,631 New
KAM
671
KEB Asset Management
Illinois
$13.5M -$134K -1,485 -1%
First Manhattan
672
First Manhattan
New York
$13.5M +$363K +3,900 +3%
S
673
SignatureFD
Georgia
$13.5M +$107K +1,187 +0.8%
WPC
674
Waters Parkerson & Co
Louisiana
$13.5M +$90.4K +1,000 +0.7%
RFM
675
Royal Fund Management
Florida
$13.4M +$179K +1,968 +1%
25 26
27
28 29