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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 %
IIC
1401
Integrated Investment Consultants
Michigan
$3.56M +$2.15M +23,809 +152%
APF
1402
Alaska Permanent Fund
Alaska
$3.56M – – –
HIMS
1403
Hager Investment Management Services
New Hampshire
$3.56M +$3.56M +39,410 New
HVP
1404
Hudson Value Partners
Florida
$3.56M -$101K -1,120 -3%
AFA
1405
AllGen Financial Advisors
Florida
$3.54M -$372K -4,114 -9%
FFS
1406
Flavin Financial Services
Florida
$3.54M +$3.54M +39,174 New
HIC
1407
Holderness Investments Company
North Carolina
$3.53M +$15.2K +168 +0.4%
HVIA
1408
Hudson Valley Investment Advisors
New York
$3.53M -$127K -1,409 -3%
FDS
1409
Freedom Day Solutions
Texas
$3.53M -$289K -3,199 -8%
CVA
1410
Central Valley Advisors
California
$3.53M +$13.3K +147 +0.4%
A
1411
Argentarii
Ohio
$3.52M +$3.52M +39,007 New
SACTSONJ
1412
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.52M – – –
TFP
1413
Tilia Fiduciary Partners
North Carolina
$3.52M -$33.3K -369 -0.9%
DFG
1414
Demars Financial Group
Washington
$3.51M +$3.47M +313,637 +8,936%
CFA
1415
Capstone Financial Advisors
Illinois
$3.49M +$3.49M +38,655 New
WA
1416
Waddell & Associates
Tennessee
$3.48M +$54.2K +600 +2%
OHWP
1417
Oak Harbor Wealth Partners
North Carolina
$3.47M -$74.3K -822 -2%
CGL
1418
Clarius Group LLC
Washington
$3.47M +$176K +1,953 +5%
SS
1419
SBI Securities
Japan
$3.46M +$3.46M +38,314 New
EBWM
1420
Eagle Bluffs Wealth Management
Missouri
$3.45M -$270K -2,979 -7%
JGC
1421
J. Goldman & Co
New York
$3.44M +$3.1M +34,270 +891%
ACS
1422
Archford Capital Strategies
Illinois
$3.43M -$113K -1,253 -3%
RCM
1423
Ridgepath Capital Management
Tennessee
$3.43M +$783K +8,666 +30%
AWM
1424
Avior Wealth Management
Nebraska
$3.43M +$37.3K +413 +1%
SJIM
1425
St. Johns Investment Management
Florida
$3.43M -$123K -1,366 -3%
55 56
57
58 59