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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 %
JHCP
901
Jackson Hole Capital Partners
Oklahoma
$7.8M +$46K +509 +0.6%
CW
902
CreativeOne Wealth
Kansas
$7.8M +$1.34M +14,817 +21%
AC
903
Annandale Capital
Texas
$7.78M – – –
CCT
904
Capital City Trust
Florida
$7.73M +$92K +1,018 +1%
NSEDCP
905
NJ State Employees Deferred Compensation Plan
New Jersey
$7.72M -$3.12M -34,500 -29%
BA
906
Birinyi Associates
Connecticut
$7.7M -$56.9K -630 -0.7%
MAS
907
Meeder Advisory Services
Ohio
$7.69M +$384K +4,248 +5%
SFS
908
Summit Financial Strategies
Ohio
$7.66M -$64.2K -711 -0.8%
PD
909
Point72 (DIFC)
United Arab Emirates
$7.6M +$7.6M +84,138 New
ANB
910
Amarillo National Bank
Texas
$7.6M -$81.3K -900 -1%
FTA
911
Financial & Tax Architects
Missouri
$7.59M -$943K -10,440 -11%
GCM
912
Graham Capital Management
Connecticut
$7.57M -$17.8M -197,199 -70%
GIM
913
Goelzer Investment Management
Indiana
$7.55M -$3.31M -36,609 -30%
WTA
914
Washington Trust Advisors
Massachusetts
$7.55M -$18.5K -205 -0.2%
EWM
915
Evercore Wealth Management
New York
$7.55M -$87.7K -971 -1%
MOS
916
MGO One Seven
Ohio
$7.53M +$1.2M +13,230 +19%
CI
917
CX Institutional
Indiana
$7.51M +$583K +6,451 +8%
EIP
918
Easterly Investment Partners
Massachusetts
$7.51M -$1.33M -14,738 -15%
LC
919
Legacy CG
Texas
$7.49M +$77.2K +854 +1%
GCA
920
Greenwood Capital Associates
South Carolina
$7.49M -$1.25M -13,840 -14%
WAC
921
William Allan Corp
Colorado
$7.49M -$2.44K -27 -0%
MBTD
922
Mechanics Bank - Trust Department
California
$7.48M -$102K -1,131 -1%
IAIM
923
International Assets Investment Management
Florida
$7.46M -$619M -6,880,295 -99%
AW
924
Alteri Wealth
California
$7.43M +$7.43M +82,273 New
YIA
925
YHB Investment Advisors
Connecticut
$7.42M -$325K -3,600 -4%
35 36
37
38 39