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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 %
CAAS
951
Capital Asset Advisory Services
Michigan
$7.18M -$87K -958 -1%
HC
952
Hourglass Capital
Texas
$7.18M -$20.3K -225 -0.3%
HWMO
953
Heritage Wealth Management (Ohio)
Ohio
$7.18M -$83.9K -929 -1%
GI
954
GAMMA Investing
California
$7.18M +$699K +7,738 +11%
HA
955
Herold Advisors
New York
$7.17M -$196K -2,169 -3%
TPCW
956
TD Private Client Wealth
New York
$7.17M -$1.21M -13,377 -14%
GI
957
GLOBALT Investments
Georgia
$7.17M -$98.8K -1,094 -1%
BP
958
BBR Partners
New York
$7.13M +$1.04M +11,533 +17%
SP
959
Stablepoint Partners
Massachusetts
$7.11M -$51K -564 -0.7%
ONB
960
Old National Bancorp
Indiana
$7.09M -$914K -10,120 -11%
FWP
961
FAS Wealth Partners
Kansas
$7.09M +$98.6K +1,091 +1%
NAS
962
NWF Advisory Services
California
$7.07M +$7.07M +78,040 New
FIA
963
Foundations Investment Advisors
Arizona
$7.02M +$841K +9,303 +14%
FWIA
964
Fort Washington Investment Advisors
Ohio
$7.01M +$457K +5,057 +7%
CC
965
Courier Capital
New York
$7.01M -$1.16M -12,796 -14%
SW
966
SlateStone Wealth
Florida
$6.98M -$46.8K -518 -0.7%
KP
967
Keel Point
Alabama
$6.94M -$239K -2,645 -3%
FNBOO
968
First National Bank of Omaha
Nebraska
$6.92M -$282K -3,126 -4%
VLKIM
969
Van Lanschot Kempen Investment Management
Netherlands
$6.91M +$6.91M +76,531 New
KC
970
Kadensa Capital
Hong Kong
$6.87M +$6.87M +75,986 New
NNPTE
971
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$6.86M -$28.7M -317,339 -81%
ST
972
Somerset Trust
Pennsylvania
$6.86M +$118K +1,303 +2%
Kayne Anderson Rudnick Investment Management
973
Kayne Anderson Rudnick Investment Management
California
$6.86M +$3.3M +36,475 +93%
NC
974
NovaPoint Capital
Georgia
$6.85M +$65.4K +724 +1%
EGM
975
Engineers Gate Manager
New York
$6.83M -$4.35M -48,188 -39%
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