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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 %
WF
676
WoodTrust Financial
Wisconsin
$13.3M -$26.2K -290 -0.2%
PA
677
Parallel Advisors
California
$13.2M +$810K +8,968 +7%
WAS
678
Wesleyan Assurance Society
United Kingdom
$13.2M -$271K -3,000 -2%
LCS
679
Levin Capital Strategies
New York
$13.2M +$196K +2,166 +2%
MCM
680
Monarch Capital Management
Indiana
$13.2M -$472K -5,209 -3%
TW
681
TritonPoint Wealth
Maryland
$13.2M -$597K -6,587 -4%
NEI
682
Northwest & Ethical Investments
Ontario, Canada
$13.2M -$14.1M -155,986 -52%
DWP
683
Daymark Wealth Partners
Ohio
$13.2M -$350K -3,872 -3%
TNBTD
684
Trustmark National Bank Trust Department
Mississippi
$13.2M -$19.2K -213 -0.1%
MFG
685
Merit Financial Group
Georgia
$13.1M +$3.46M +38,285 +36%
CF
686
Clarity Financial
Texas
$13.1M -$3.47M -38,378 -21%
EF
687
Empirical Finance
Pennsylvania
$13.1M -$169K -1,868 -1%
AAM
688
Auxier Asset Management
Oregon
$13.1M -$255K -2,823 -2%
VFA
689
Valeo Financial Advisors
Indiana
$13M +$101K +1,120 +0.8%
BOC
690
Barbara Oil Co
Illinois
$13M – – –
SCM
691
Shelton Capital Management
Colorado
$13M -$1.19M -13,197 -8%
MM
692
Meridian Management
Arkansas
$13M -$325K -3,596 -2%
CDDEC
693
Caisse Des Depots Et Consignations
France
$12.9M +$12.9M +143,322 New
GFM
694
GF Fund Management
China
$12.9M +$12.9M +142,656 New
WTC
695
WhitTier Trust Company
Nevada
$12.8M +$216K +2,389 +2%
CCG
696
Cypress Capital Group
Florida
$12.8M +$232K +2,567 +2%
PFP
697
Pinnacle Financial Partners
Tennessee
$12.8M -$68.4K -762 -0.5%
PWM
698
Perigon Wealth Management
California
$12.7M +$131K +1,437 +1%
WC
699
Woodstock Corp
Massachusetts
$12.7M +$280K +3,098 +2%
HCM
700
Hodges Capital Management
Texas
$12.7M -$246K -2,720 -2%
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