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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 %
CP
1501
Canopy Partners
Ohio
$3.01M +$136K +1,503 +5%
FGA
1502
Fortis Group Advisors
New Jersey
$3M +$137K +1,516 +5%
SAF
1503
Smith Anglin Financial
Texas
$3M +$38.9K +430 +1%
MWA
1504
Midland Wealth Advisors
Illinois
$3M -$137K -1,520 -4%
WWM
1505
Wolff Wiese Magana
California
$3M +$15.4K +170 +0.5%
UAG
1506
United Advisor Group
Ohio
$3M +$180K +1,988 +6%
BHCM
1507
Brevan Howard Capital Management
Jersey
$2.99M +$2.99M +33,144 New
SCA
1508
Southern Capital Advisors
Tennessee
$2.99M -$1.08K -12 -0%
PA
1509
Procyon Advisors
Connecticut
$2.99M +$8.95K +99 +0.3%
3IP
1510
3Chopt Investment Partners
Virginia
$2.99M +$30.7K +339 +1%
NWM
1511
Napa Wealth Management
California
$2.98M +$404K +4,467 +16%
HA
1512
Harbor Advisors
Florida
$2.98M – – –
MFWM
1513
Motley Fool Wealth Management
Virginia
$2.98M -$315K -3,487 -10%
SWMG
1514
Stillwater Wealth Management Group
Florida
$2.98M +$2.98M +32,955 New
RPGK
1515
Retirement Planning Group (Kansas)
Kansas
$2.97M -$253K -2,801 -8%
TCM
1516
Teza Capital Management
Illinois
$2.97M +$2.97M +32,863 New
CWAG
1517
Compton Wealth Advisory Group
Virginia
$2.96M +$87.6K +970 +3%
DBRC
1518
D.B. Root & Company
Pennsylvania
$2.95M -$128K -1,413 -4%
NG
1519
Norden Group
Utah
$2.95M -$26.7K -295 -0.9%
AWM
1520
Accurate Wealth Management
Florida
$2.95M +$189K +2,036 +7%
AC
1521
Avestar Capital
New York
$2.94M +$283K +3,124 +11%
FNFDCM
1522
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.94M -$64.2K -711 -2%
OFS
1523
OMC Financial Services
New York
$2.94M +$101K +1,122 +4%
EWA
1524
Etesian Wealth Advisors
Oregon
$2.94M -$127K -1,408 -4%
PWAM
1525
Pinnacle West Asset Management
Wyoming
$2.92M +$31.6K +350 +1%
59 60
61
62 63