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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 %
SWA
1201
Stratos Wealth Advisors
Ohio
$4.73M -$318K -3,522 -6%
ACG
1202
Allen Capital Group
Nebraska
$4.72M -$336K -3,716 -7%
UF
1203
Univest Financial
Pennsylvania
$4.72M -$117K -1,290 -2%
NSIM
1204
North Star Investment Management
Illinois
$4.71M +$37K +409 +0.8%
SP
1205
Successful Portfolios
Florida
$4.71M -$24.8K -275 -0.5%
WA
1206
Wambolt & Associates
Colorado
$4.71M -$1.04M -11,546 -18%
WG
1207
Wealth Group
North Carolina
$4.7M -$90.8K -1,005 -2%
CCM
1208
Cullen Capital Management
New York
$4.7M -$242K -2,679 -5%
SAM
1209
Smartleaf Asset Management
Massachusetts
$4.7M +$1.15M +12,738 +33%
EFS
1210
Essex Financial Services
Connecticut
$4.69M -$50.1K -554 -1%
IBOK
1211
Independence Bank of Kentucky
Kentucky
$4.69M +$1.13M +12,559 +32%
HIA
1212
Harbor Investment Advisory
Maryland
$4.68M +$339K +3,749 +8%
BFM
1213
Boothbay Fund Management
New York
$4.68M -$4.54M -50,202 -49%
FSA
1214
Financial Security Advisor
Virginia
$4.68M -$98.3K -1,085 -2%
AFWM
1215
AMJ Financial Wealth Management
Virginia
$4.67M -$12.8K -142 -0.3%
PFGIA
1216
Patriot Financial Group Insurance Agency
Massachusetts
$4.67M -$235K -2,604 -5%
PC
1217
Permanens Capital
New York
$4.67M – – –
WG
1218
Winton Group
United Kingdom
$4.66M -$1.64M -18,147 -26%
GS
1219
GWN Securities
Florida
$4.66M +$4.66M +49,321 New
DWT
1220
Dorsey & Whitney Trust
South Dakota
$4.65M +$152K +1,680 +3%
DWA
1221
Delos Wealth Advisors
Texas
$4.65M +$122K +1,346 +3%
PTC
1222
Private Trust Company
Ohio
$4.65M -$140K -1,546 -3%
SCP
1223
Silverleafe Capital Partners
Tennessee
$4.61M -$77.9K -862 -2%
CK
1224
Cohen Klingenstein
New York
$4.61M -$6.32M -69,900 -58%
MMPW
1225
Mitchell McLeod Pugh & Williams
Alabama
$4.6M -$792K -8,762 -15%
47 48
49
50 51