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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 %
AIM
1301
Aspen Investment Management
Michigan
$4.15M +$160K +1,767 +4%
AMBIA
1302
Allen Mooney & Barnes Investment Advisors
Georgia
$4.14M +$3.98K +44 +0.1%
S
1303
SimplyRich
California
$4.14M +$24.4K +270 +0.6%
PCG
1304
Prosperity Consulting Group
Maryland
$4.14M +$82.1K +909 +2%
ESB
1305
Essex Savings Bank
Connecticut
$4.14M +$28K +310 +0.7%
MCM
1306
Masterton Capital Management
New York
$4.13M -$6.71M -74,278 -62%
YDMI
1307
Y.D. More Investments
Israel
$4.13M +$423K +4,678 +11%
SFO
1308
Stokes Family Office
Louisiana
$4.11M +$71.5K +791 +2%
JAM
1309
JCIC Asset Management
Ontario, Canada
$4.09M +$56.9K +630 +1%
CNBT
1310
Canandaigua National Bank & Trust
New York
$4.09M -$98.3K -1,088 -2%
QPBE
1311
Quintet Private Bank (Europe)
Luxembourg
$4.08M -$845K -9,348 -17%
RLH
1312
RD Lewis Holdings
Florida
$4.07M +$4.07M +40,260 New
OP
1313
ORG Partners
Indiana
$4.07M -$179K -1,980 -4%
BPFA
1314
Barnes Pettey Financial Advisors
Mississippi
$4.07M -$39.1K -433 -1%
SJL
1315
Shayne & Jacobs LLC
Tennessee
$4.06M -$208K -2,300 -5%
AI
1316
Axecap Investments
Ohio
$4.06M +$209K +2,310 +5%
SPFA
1317
Summit Place Financial Advisors
New Jersey
$4.06M -$293K -3,240 -7%
IB
1318
Intrust Bank
Kansas
$4.05M +$145K +1,606 +4%
DBIA
1319
Dumont & Blake Investment Advisors
New Jersey
$4.05M -$46.3K -512 -1%
ACM
1320
Allred Capital Management
Texas
$4.04M -$813 -9 -0%
PFA
1321
Pathway Financial Advisers
Indiana
$4.04M -$78.2K -865 -2%
FHB
1322
First Hawaiian Bank
Hawaii
$4.04M -$591K -6,538 -13%
GAMC
1323
Garner Asset Management Corp
Texas
$4.03M -$64.5K -715 -2%
PA
1324
Profund Advisors
Maryland
$4.02M -$690K -7,633 -15%
NFA
1325
Northern Financial Advisors
Michigan
$4.02M -$290K -3,205 -7%
51 52
53
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