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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 %
IHL
776
Investment House LLC
California
$10.6M -$2.26K -25 -0%
SH
777
SeaTown Holdings
Singapore
$10.6M -$5.95M -65,910 -36%
BG
778
Bahl & Gaynor
Ohio
$10.5M -$260K -2,883 -2%
LSA
779
L & S Advisors
California
$10.5M -$99.4K -1,100 -0.9%
CFSG
780
Community Financial Services Group
Vermont
$10.5M +$252K +2,791 +2%
Parallax Volatility Advisers
781
Parallax Volatility Advisers
California
$10.5M +$10.5M +116,600 New
TSW
782
Thompson Siegel & Walmsley
Virginia
$10.5M -$208K -2,303 -2%
MA
783
Mutual Advisors
Nebraska
$10.5M -$2.38M -26,082 -19%
RT
784
Rockland Trust
Massachusetts
$10.4M -$481K -5,329 -4%
SWA
785
SFMG Wealth Advisors
Texas
$10.4M -$269K -2,977 -3%
LNWWM
786
Laird Norton Wetherby Wealth Management
California
$10.3M -$438K -4,844 -4%
SCM
787
Sitrin Capital Management
California
$10.2M +$85.8K +948 +0.9%
AAMA
788
Advanced Asset Management Advisors
Ohio
$10.1M -$47.5K -526 -0.5%
AAS
789
Ameritas Advisory Services
Nebraska
$10.1M +$1.61M +17,799 +19%
SIM
790
Seaview Investment Managers
Florida
$10.1M -$1.69M -18,701 -14%
BCPWM
791
Bradley & Co Private Wealth Management
Florida
$10.1M +$10.1M +111,524 New
BWL
792
Bogart Wealth LLC
Virginia
$10M -$174K -1,930 -2%
CMP
793
Coston McIsaac & Partners
Maine
$9.97M -$1.58M -17,529 -14%
FNBOMD
794
First National Bank of Mount Dora
Florida
$9.92M -$204K -2,253 -2%
PAMG
795
Patton Albertson Miller Group
Tennessee
$9.91M -$5.78K -64 -0.1%
BFG
796
Berger Financial Group
Minnesota
$9.9M -$15.6K -173 -0.2%
CB
797
Community Bank
New York
$9.88M -$379K -4,195 -4%
SPC
798
Sigma Planning Corp
Michigan
$9.8M -$1.92M -21,280 -16%
LHC
799
Little House Capital
Massachusetts
$9.76M +$71.3K +789 +0.7%
LOAMS
800
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.73M +$1.64M +18,105 +20%
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