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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 %
SGM
1026
Scalar Gauge Management
Texas
$6.23M +$2.71M +30,000 +77%
HCA
1027
Horan Capital Advisors
Ohio
$6.23M -$695K -7,696 -10%
PIM
1028
Penobscot Investment Management
Massachusetts
$6.22M +$1.39M +15,372 +29%
AG
1029
AIA Group
Hong Kong
$6.22M +$2.06M +22,807 +50%
SAW
1030
Signal Advisors Wealth
Michigan
$6.21M +$76.8K +848 +1%
SG Americas Securities
1031
SG Americas Securities
New York
$6.18M -$17.9M -198,117 -74%
SL
1032
Sentry LLC
Tennessee
$6.18M -$418K -4,627 -6%
FLI
1033
Family Legacy Inc
South Carolina
$6.16M -$20.5K -223 -0.3%
RHIG
1034
R.H. Investment Group
Arizona
$6.16M +$6.16M +68,174 New
AAIS
1035
ABN AMRO Investment Solutions
$6.12M +$124K +1,377 +2%
CCIA
1036
Cherry Creek Investment Advisors
Colorado
$6.11M -$132K -1,466 -2%
ET
1037
Equitable Trust
Tennessee
$6.1M +$474K +5,250 +8%
PCM
1038
Pinnbrook Capital Management
New York
$6.09M -$3.92M -43,426 -39%
SAM
1039
Sompo Asset Management
Japan
$6.07M -$490K -5,420 -7%
Primecap Management
1040
Primecap Management
California
$6.07M +$6.07M +67,200 New
GGHC
1041
Gilder Gagnon Howe & Co
New York
$6.07M +$1.09M +12,059 +22%
KF
1042
Krilogy Financial
Missouri
$6.06M +$1.37M +15,190 +29%
WI
1043
Westbourne Investments
Virginia
$6.05M +$6.05M +66,955 New
Two Sigma Advisers
1044
Two Sigma Advisers
New York
$6.04M +$1.56M +17,300 +35%
RSWM
1045
Robertson Stephens Wealth Management
California
$6.04M +$403K +4,447 +7%
DIS
1046
Diversified Investment Strategies
Louisiana
$6.04M -$98.9K -1,095 -2%
TW
1047
TrinityPoint Wealth
Connecticut
$6.03M -$514K -5,687 -8%
BTI
1048
Blue Trust Inc
Georgia
$6.01M -$1.37M -15,169 -19%
SCM
1049
Sterling Capital Management
North Carolina
$6M -$1.12M -12,447 -16%
IAN
1050
Integrated Advisors Network
Texas
$5.99M -$49.6K -549 -0.8%
40 41
42
43 44