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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 %
EWM
1351
Empirical Wealth Management
Washington
$3.85M +$282K +3,120 +8%
GS
1352
GTS Securities
New York
$3.83M +$2.12M +23,445 +124%
SLC
1353
Second Line Capital
Louisiana
$3.83M -$378K -4,173 -9%
KA
1354
Kercheville Advisors
Texas
$3.82M -$813 -9 -0%
EHWM
1355
Eads & Heald Wealth Management
Georgia
$3.82M -$220K -2,431 -5%
CA
1356
Claro Advisors
Massachusetts
$3.82M -$44.9K -497 -1%
RHDIC
1357
R.H. Dinel Investment Counsel
California
$3.81M – – –
VIA
1358
Victrix Investment Advisors
Florida
$3.81M +$3.81M +42,139 New
AA
1359
Argent Advisors
Louisiana
$3.79M +$818K +9,052 +27%
MS
1360
Maven Securities
Jersey
$3.79M +$1.72M +19,083 +84%
TPW
1361
Turn8 Private Wealth
$3.78M +$3.78M +41,788 New
LM
1362
Lincluden Management
Ontario, Canada
$3.77M -$901K -9,969 -19%
MC
1363
Mirabaud & Cie
Switzerland
$3.77M -$615K -6,802 -14%
SS
1364
Sunbelt Securities
Texas
$3.76M +$133K +1,473 +4%
QCM
1365
Qsemble Capital Management
New York
$3.76M +$3.76M +41,642 New
OSNBOA
1366
Old Second National Bank of Aurora
Illinois
$3.76M -$325K -3,600 -8%
DIM
1367
Delta Investment Management
California
$3.76M +$813 +9 +0%
PAM
1368
Pegasus Asset Management
New York
$3.75M -$117K -1,292 -3%
AFP
1369
Ausdal Financial Partners
Iowa
$3.74M +$820K +9,077 +28%
WCA
1370
Westover Capital Advisors
Delaware
$3.74M -$116K -1,285 -3%
CSP
1371
Cary Street Partners
Virginia
$3.73M +$3.73M +41,319 New
WBC
1372
Westpac Banking Corp
Australia
$3.73M +$1.28M +14,129 +52%
AHC
1373
Anderson Hoagland & Co
Missouri
$3.73M – – –
ST
1374
Smithfield Trust
Pennsylvania
$3.73M -$122K -1,356 -3%
BCI
1375
Blue Capital Inc
Nebraska
$3.72M +$3.72M +41,135 New
53 54
55
56 57