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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 %
FGC
1551
Financial Gravity Companies
Texas
$2.79M +$78.1K +864 +3%
BF
1552
Brucke Financial
Indiana
$2.78M +$2.78M +28,341 New
HCP
1553
Holt Capital Partners
Texas
$2.78M -$63.1K -698 -2%
PWM
1554
PBMares Wealth Management
Virginia
$2.78M +$15.4K +170 +0.6%
TBT
1555
Texas Bank & Trust
Texas
$2.77M +$2.77M +30,637 New
CBT
1556
Central Bank & Trust
Kentucky
$2.76M -$545K -6,033 -16%
BFM
1557
Boston Financial Management
Massachusetts
$2.76M +$112K +1,245 +4%
CHJWM
1558
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.75M -$16.8K -164 -0.6%
CPC
1559
Congress Park Capital
New York
$2.75M -$181K -2,007 -6%
CCP
1560
Clough Capital Partners
Massachusetts
$2.74M -$47.7K -528 -2%
RGF
1561
Retirement Guys Formula
Ohio
$2.74M +$35.9K +397 +1%
LCM
1562
LCM Capital Management
Illinois
$2.74M +$7.32K +81 +0.3%
DA
1563
Detalus Advisors
Missouri
$2.74M -$18.4K -204 -0.7%
CLA
1564
Carnegie Lake Advisors
New Jersey
$2.72M – – –
ACI
1565
Alpha Cubed Investments
California
$2.72M +$55.1K +610 +2%
STAS
1566
Strong Tower Advisory Services
Minnesota
$2.71M +$89.6K +992 +3%
AG
1567
Advocate Group
Minnesota
$2.71M -$564K -6,242 -17%
OA
1568
Oxbow Advisors
Texas
$2.7M +$130K +1,444 +5%
ACP
1569
Aviance Capital Partners
Florida
$2.7M -$275K -3,040 -9%
BO
1570
Bank OZK
Arkansas
$2.7M +$691K +7,652 +34%
RWB
1571
RMR Wealth Builders
New Jersey
$2.7M +$200K +2,215 +8%
JIC
1572
Joel Isaacson & Co
New York
$2.68M +$30.7K +340 +1%
WPP
1573
Whalerock Point Partners
Rhode Island
$2.68M – – –
NEAM
1574
New England Asset Management
Connecticut
$2.67M -$515K -5,700 -16%
VIP
1575
Vista Investment Partners
Oklahoma
$2.67M -$35.4K -392 -1%
61 62
63
64 65