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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 %
IAM
726
Infusive Asset Management
New York
$11.8M +$3.26M +36,113 +38%
JWM
727
JGP Wealth Management
Oregon
$11.8M +$84.5K +935 +0.7%
O
728
Ossiam
France
$11.7M -$170K -1,881 -1%
TMAM
729
Tokio Marine Asset Management
Japan
$11.7M +$597K +6,606 +5%
WAM
730
Walker Asset Management
Missouri
$11.7M +$156K +1,725 +1%
PWMAG
731
Pinnacle Wealth Management Advisory Group
New Jersey
$11.6M -$157K -1,733 -1%
EA
732
Enclave Advisors
Texas
$11.6M +$2.43M +26,866 +26%
CIA
733
Capital Investment Advisors
Georgia
$11.6M +$151K +1,667 +1%
BFG
734
Bleakley Financial Group
New Jersey
$11.6M -$415K -4,589 -3%
GA
735
GFS Advisors
Texas
$11.6M – – –
IB
736
Iyo Bank
Japan
$11.5M – – –
AG
737
Ascent Group
Virginia
$11.5M -$40.3K -446 -0.3%
LPT
738
Legacy Private Trust
Wisconsin
$11.5M +$338K +3,741 +3%
KWMG
739
King Wealth Management Group
Florida
$11.5M +$604K +6,681 +6%
SFI
740
Siemens Fonds Invest
Germany
$11.5M +$6.27M +69,282 +121%
RC
741
Roundview Capital
New Jersey
$11.4M +$238K +2,636 +2%
HFS
742
Hantz Financial Services
Michigan
$11.4M -$638K -7,059 -5%
FTWA
743
Fifth Third Wealth Advisors
Ohio
$11.4M +$1.78M +19,732 +19%
FFA
744
Farther Finance Advisors
California
$11.4M +$255K +2,825 +2%
TL
745
Tradewinds LLC
North Carolina
$11.3M +$201K +1,962 +2%
HKIM
746
Hayek Kallen Investment Management
Alabama
$11.3M -$186K -2,055 -2%
CJL
747
Cyrus J. Lawrence
New York
$11.2M -$181K -1,998 -2%
VCM
748
Voleon Capital Management
California
$11.2M +$11.2M +124,188 New
AWP
749
Ascent Wealth Partners
New York
$11.2M -$21.5K -238 -0.2%
VVP
750
Venture Visionary Partners
Ohio
$11.2M -$5.51K -61 -0%
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