WMT icon

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 %
CWP
1276
CFM Wealth Partners
Texas
$4.3M +$321K +3,553 +8%
SBIA
1277
Sheaff Brock Investment Advisors
Indiana
$4.3M -$27.6K -306 -0.6%
CAM
1278
Cozad Asset Management
Illinois
$4.29M +$279K +3,091 +7%
CGI
1279
Comgest Global Investors
France
$4.29M -$594K -6,578 -12%
NAS
1280
Nicolet Advisory Services
Wisconsin
$4.28M +$69K +742 +2%
CS
1281
Cannell & Spears
New York
$4.28M +$5.78K +64 +0.1%
GLA
1282
Great Lakes Advisors
Illinois
$4.27M -$25.8K -286 -0.6%
MFGM
1283
Marshall Financial Group (Maryland)
Maryland
$4.26M -$402K -4,448 -9%
RWM
1284
Rockline Wealth Management
New York
$4.26M +$214K +2,369 +5%
SOAMC
1285
Spirit of America Management Corp
New York
$4.25M – – –
CWM
1286
Congress Wealth Management
Massachusetts
$4.25M +$118K +1,309 +3%
CFG
1287
Cooper Financial Group
California
$4.24M +$269K +2,980 +7%
HCM
1288
Harvey Capital Management
Florida
$4.24M -$271K -3,000 -6%
AP
1289
Arlington Partners
Alabama
$4.24M -$660K -7,307 -13%
WG
1290
Welch Group
Alabama
$4.23M -$71.1K -785 -2%
IAS
1291
Insigneo Advisory Services
Florida
$4.23M -$346K -3,825 -8%
WCM
1292
Weaver Capital Management
Georgia
$4.23M -$52.1K -577 -1%
SAG
1293
SageView Advisory Group
California
$4.22M +$76.3K +845 +2%
WWM
1294
WT Wealth Management
Arizona
$4.21M +$119K +1,320 +3%
Two Sigma Investments
1295
Two Sigma Investments
New York
$4.19M -$8.34M -92,341 -67%
CAG
1296
Crestwood Advisors Group
Massachusetts
$4.18M +$1.11M +12,298 +36%
RF
1297
Robbins Farley
New Hampshire
$4.17M -$23.5K -260 -0.6%
NAMP
1298
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.17M -$90 -1 -0%
BHBT
1299
Burke & Herbert Bank & Trust
Virginia
$4.17M -$14.4K -159 -0.3%
PWA
1300
Phoenix Wealth Advisors
North Carolina
$4.17M -$166K -1,841 -4%
50 51
52
53 54