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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 %
LC
1526
Lindbrook Capital
California
$2.92M +$32.3K +357 +1%
BTC
1527
Bank & Trust Company
Illinois
$2.92M -$11.6K -128 -0.4%
FAM
1528
Formidable Asset Management
Ohio
$2.92M +$1.27K +14 +0%
WSC
1529
Wellington Shields & Co
New York
$2.91M – – –
DCM
1530
Dudley Capital Management
Virginia
$2.91M – – –
GAA
1531
Guardian Asset Advisors
Pennsylvania
$2.88M +$152K +1,686 +6%
PFA
1532
Pure Financial Advisors
California
$2.87M +$350K +3,875 +14%
LSAG
1533
Lake Street Advisors Group
New Hampshire
$2.87M +$3.08K +34 +0.1%
SIM
1534
Sterling Investment Management
Arizona
$2.87M -$39.8K -440 -1%
ACM
1535
Argent Capital Management
Missouri
$2.87M – – –
AO
1536
Advisor OS
Illinois
$2.86M +$59.8K +662 +2%
IIC
1537
Ironwood Investment Counsel
Arizona
$2.86M -$243K -2,688 -8%
AA
1538
Armis Advisers
Georgia
$2.86M +$2.86M +31,639 New
MCM
1539
Manchester Capital Management
Vermont
$2.85M -$4.25K -47 -0.1%
EFG
1540
Everhart Financial Group
Ohio
$2.85M +$153K +1,690 +6%
B
1541
Bailard
California
$2.84M -$9.76K -108 -0.3%
PA
1542
PFG Advisors
Arizona
$2.83M -$294K -3,255 -9%
MIM
1543
MTM Investment Management
South Carolina
$2.83M -$11.7K -129 -0.4%
GIP
1544
Greatmark Investment Partners
Georgia
$2.83M -$2.26K -25 -0.1%
FFS
1545
Founders Financial Securities
Maryland
$2.82M +$69.6K +770 +3%
GCM
1546
Gladius Capital Management
Illinois
$2.81M +$933K +10,322 +50%
NL
1547
NVWM LLC
Pennsylvania
$2.8M -$70.4K -779 -2%
MP
1548
McDonald Partners
Ohio
$2.8M -$29.7K -329 -1%
MCC
1549
Money Concepts Capital
Florida
$2.8M +$32.8K +363 +1%
CC
1550
Chicago Capital
Illinois
$2.79M +$110K +1,214 +4%
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62
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