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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 %
PCM
1376
Parsons Capital Management
Rhode Island
$3.72M -$129K -1,426 -3%
CAMV
1377
Concord Asset Management (Virginia)
Virginia
$3.72M +$1.88M +20,820 +103%
MWM
1378
MOKAN Wealth Management
Kansas
$3.71M +$3.71M +41,022 New
AM
1379
AGF Management
Ontario, Canada
$3.69M +$707K +7,820 +24%
CPIG
1380
Chicago Partners Investment Group
Illinois
$3.69M +$228K +2,485 +7%
MHS
1381
M Holdings Securities
Oregon
$3.68M +$3.68M +40,769 New
WPC
1382
White Pine Capital
Minnesota
$3.68M -$452 -5 -0%
OF
1383
Outfitter Financial
Maine
$3.67M -$99.5K -1,101 -3%
AWE
1384
Avidian Wealth Enterprises
Texas
$3.66M +$94K +1,040 +3%
KCFA
1385
Key Client Fiduciary Advisors
New Jersey
$3.66M +$351K +3,882 +11%
HP
1386
Haven Private
Florida
$3.66M +$3.66M +40,475 New
GIM
1387
Gold Investment Management
Alberta, Canada
$3.65M -$211K -2,331 -5%
IIA
1388
ICW Investment Advisors
Arizona
$3.65M -$349K -3,859 -9%
NFSG
1389
Newbridge Financial Services Group
Florida
$3.64M +$831K +9,203 +30%
RGC
1390
Roberts, Glore & Co
Illinois
$3.63M -$177K -1,960 -5%
CPRC
1391
Consolidated Portfolio Review Corp
New York
$3.63M +$3.2M +35,397 +739%
ZIG
1392
Zullo Investment Group
Pennsylvania
$3.63M +$1.54K +17 +0%
DACG
1393
Donor Advised Charitable Giving
California
$3.61M – – –
LTAS
1394
Linden Thomas Advisory Services
North Carolina
$3.61M +$454K +5,029 +14%
BOS
1395
Bank of Stockton
California
$3.6M -$19.3K -214 -0.5%
I
1396
INVST
Indiana
$3.6M -$17.3K -192 -0.5%
FFN
1397
Focus Financial Network
Minnesota
$3.6M +$411K +4,540 +13%
OL
1398
Owen LaRue
Kentucky
$3.59M -$35.2K -390 -1%
TCA
1399
Transcend Capital Advisors
New Jersey
$3.59M -$539K -5,962 -13%
FIM
1400
FWL Investment Management
Texas
$3.57M -$39.9K -442 -1%
54 55
56
57 58