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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 %
RCAG
1001
Rehmann Capital Advisory Group
Michigan
$6.48M -$49.8K -551 -0.8%
NG
1002
Novem Group
New York
$6.47M +$6.47M +71,645 New
NFG
1003
Nations Financial Group
Iowa
$6.44M -$227K -2,508 -3%
HH
1004
Hilltop Holdings
Texas
$6.44M +$343K +3,791 +6%
SCM
1005
Silvant Capital Management
Georgia
$6.44M – – –
TPA
1006
Trivium Point Advisory
Connecticut
$6.42M +$739K +8,178 +13%
WBWA
1007
William B. Walkup & Associates
South Carolina
$6.41M +$10.8K +120 +0.2%
WIC
1008
Woodmont Investment Counsel
Tennessee
$6.4M -$66.6K -737 -1%
RCM
1009
Radnor Capital Management
Pennsylvania
$6.4M -$319K -3,535 -5%
AF
1010
Alerus Financial
North Dakota
$6.39M -$431K -4,766 -6%
FLPIM
1011
F.L. Putnam Investment Management
Massachusetts
$6.38M -$162K -1,796 -2%
JPWM
1012
Jamison Private Wealth Management
Georgia
$6.36M +$78.9K +873 +1%
SFG
1013
Stonebridge Financial Group
Pennsylvania
$6.35M +$6.35M +70,292 New
GM
1014
GeoWealth Management
Illinois
$6.34M -$37.9K -419 -0.6%
OAM
1015
Occidental Asset Management
California
$6.33M +$87.8K +972 +1%
WBC
1016
West Branch Capital
Massachusetts
$6.32M +$274K +3,034 +5%
CPA
1017
Capital Planning Advisors
California
$6.3M +$431K +4,768 +7%
VRM
1018
Vectors Research Management
New York
$6.3M -$523K -5,789 -8%
1WA
1019
180 Wealth Advisors
Washington
$6.29M +$437K +4,832 +7%
LG
1020
LaFleur & Godfrey
Michigan
$6.28M +$89.6K +992 +1%
SSWM
1021
Smith Salley Wealth Management
North Carolina
$6.28M -$54.8K -607 -0.9%
GI
1022
GAMCO Investors
Connecticut
$6.28M -$174K -1,926 -3%
MIC
1023
Means Investment Company
Maine
$6.27M -$42.3K -468 -0.7%
WEG
1024
World Equity Group
Illinois
$6.26M +$3.11M +34,389 +98%
RBI
1025
Raiffeisen Bank International
Austria
$6.25M +$6.25M +69,041 New
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