WMT icon

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 %
CCM
701
Coldstream Capital Management
Washington
$12.6M +$226K +2,506 +2%
GT
702
Greenleaf Trust
Michigan
$12.6M +$42.2K +467 +0.3%
FVWA
703
Foster Victor Wealth Advisors
South Carolina
$12.6M -$86.2K -938 -0.7%
VAS
704
Valicenti Advisory Services
New York
$12.6M -$223K -2,470 -2%
WSFS
705
Wilmington Savings Fund Society
Delaware
$12.5M +$970K +10,741 +8%
FFWA
706
FRG Family Wealth Advisors
Washington
$12.5M -$183K -2,020 -1%
VT
707
Vise Technologies
New York
$12.5M +$2.95M +32,665 +31%
TFA
708
Toth Financial Advisory
Virginia
$12.5M -$170K -1,877 -1%
NMIMC
709
Northwestern Mutual Investment Management Company
Wisconsin
$12.5M +$14.3K +158 +0.1%
AG
710
AlTi Global
New York
$12.4M +$200K +2,202 +2%
IPW
711
Invictus Private Wealth
Colorado
$12.4M -$247K -2,733 -2%
RDWM
712
Red Door Wealth Management
Tennessee
$12.4M +$522K +5,783 +4%
JWCA
713
J.W. Cole Advisors
Florida
$12.3M +$342K +3,781 +3%
RA
714
RFG Advisory
Alabama
$12.1M +$3.61M +39,937 +42%
LI
715
LMCG Investments
Massachusetts
$12.1M -$5.65M -62,488 -32%
BRM
716
Boston Research & Management
Massachusetts
$12.1M -$257K -2,849 -2%
NB
717
NBT Bank
New York
$12.1M +$95K +1,052 +0.8%
FTC
718
Farmers Trust Company
Ohio
$12.1M -$342K -3,789 -3%
ABC
719
Associated Banc-Corp
Wisconsin
$12M -$211K -2,333 -2%
AssetMark Inc
720
AssetMark Inc
California
$12M +$80.4K +890 +0.7%
FT
721
Fiduciary Trust
Massachusetts
$12M +$457K +5,059 +4%
QIM
722
Quantitative Investment Management
Virginia
$12M +$12M +132,857 New
KCG
723
Kinsale Capital Group
Virginia
$11.9M +$994K +11,002 +9%
AC
724
Allstate Corporation
Illinois
$11.9M +$11.5M +127,410 +3,209%
AA
725
Ancora Advisors
Ohio
$11.8M -$66.3K -734 -0.6%
27 28
29
30 31