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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 %
MG
1251
Mather Group
Illinois
$4.44M -$309K -3,423 -7%
Loomis, Sayles & Company
1252
Loomis, Sayles & Company
Massachusetts
$4.43M -$3.57M -39,494 -45%
NHT
1253
New Hampshire Trust
New Hampshire
$4.42M +$24.9K +276 +0.6%
CCG
1254
Ceeto Capital Group
Florida
$4.41M – – –
TSMHT
1255
Thurston Springer Miller Herd & Titak
Indiana
$4.41M +$1.34M +14,824 +44%
SFP
1256
Shepherd Financial Partners
Massachusetts
$4.4M +$33.6K +372 +0.8%
MWM
1257
Mattern Wealth Management
Kansas
$4.4M -$534K -5,910 -11%
PVI
1258
Pine Valley Investments
New Jersey
$4.4M +$76.7K +848 +2%
PWM
1259
Peterson Wealth Management
Nevada
$4.39M +$183K +2,030 +4%
MIA
1260
MainStreet Investment Advisors
Illinois
$4.38M -$86.4K -956 -2%
MECA
1261
Miller Equity Capital Advisors
Texas
$4.38M – – –
MIM
1262
Miller Investment Management
Pennsylvania
$4.38M – – –
SIAP
1263
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.37M -$150K -1,663 -3%
DAC
1264
Dividend Assets Capital
South Carolina
$4.36M -$56.9K -630 -1%
GCC
1265
Game Creek Capital
Massachusetts
$4.36M -$452K -5,000 -9%
WAM
1266
Weatherly Asset Management
California
$4.35M +$1.01M +11,210 +30%
AI
1267
Arvest Investments
Arkansas
$4.35M +$64.6K +715 +2%
FWM
1268
Finer Wealth Management
Massachusetts
$4.35M +$80.4K +890 +2%
SNBOSD
1269
Security National Bank of So Dak
Iowa
$4.34M +$35.9K +397 +0.8%
BONH
1270
Bank of New Hampshire
New Hampshire
$4.33M +$523K +5,786 +14%
OWA
1271
Octavia Wealth Advisors
Ohio
$4.32M -$65.7K -726 -1%
MS
1272
Madden Securities
Texas
$4.32M -$442K -4,897 -9%
IGGA
1273
Iron Gate Global Advisors
Utah
$4.32M +$7.86K +87 +0.2%
NGA
1274
Naples Global Advisors
Florida
$4.3M -$51.6K -570 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
1275
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.3M -$239K -2,649 -5%
49 50
51
52 53