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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 %
CIAS
1226
Capital Investment Advisory Services
North Carolina
$4.6M +$178K +1,972 +4%
BMA
1227
Brooks Moore & Associates
Tennessee
$4.59M -$183K -2,022 -4%
KLCM
1228
KG&L Capital Management
Louisiana
$4.59M -$60.8K -673 -1%
MMHP
1229
Murphy Middleton Hinkle & Parker
Georgia
$4.58M -$21.4K -237 -0.5%
CRWM
1230
Castle Rock Wealth Management
California
$4.57M +$122K +1,171 +3%
JWCA
1231
J.W. Coons Advisors
Ohio
$4.56M – – –
AUB
1232
Atlantic Union Bankshares
Virginia
$4.56M -$89K -985 -2%
GSEP
1233
Golden State Equity Partners
California
$4.56M +$3.54M +39,159 +348%
HA
1234
Huntleigh Advisors
Missouri
$4.54M +$4.54M +50,300 New
CIAS
1235
CFS Investment Advisory Services
New Jersey
$4.54M +$62.2K +689 +1%
VWMG
1236
Virginia Wealth Management Group
Virginia
$4.53M -$167K -1,853 -4%
MWM
1237
Mission Wealth Management
California
$4.52M +$111K +1,228 +3%
PS
1238
Pensionfund Sabic
Netherlands
$4.52M +$1.36M +15,000 +43%
EC
1239
Elequin Capital
New York
$4.52M +$4.47M +49,504 +9,981%
KRSITF
1240
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.51M -$5.61M -71,306 -55%
GFP
1241
Gryphon Financial Partners
Ohio
$4.51M +$452K +4,999 +11%
EFA
1242
Evernest Financial Advisors
Indiana
$4.51M +$76.1K +842 +2%
LMIM
1243
Lockheed Martin Investment Management
Maryland
$4.5M -$10.2M -112,770 -69%
SW
1244
SteelPeak Wealth
California
$4.5M -$90.7K -1,001 -2%
PCA
1245
Peddock Capital Advisors
Massachusetts
$4.49M -$103K -1,145 -2%
DI
1246
Diligent Investors
California
$4.47M -$35.4K -392 -0.8%
DSC
1247
Duncker Streett & Co
Missouri
$4.46M -$10.1K -112 -0.2%
LNB
1248
Ledyard National Bank
$4.45M -$18.6K -206 -0.4%
SAM
1249
Summit Asset Management
Tennessee
$4.45M -$54.9K -608 -1%
AIA
1250
AIMZ Investment Advisors
California
$4.44M -$56.6K -627 -1%
48 49
50
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