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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 %
FDS
1576
First Dallas Securities
Texas
$2.67M +$11.3K +125 +0.4%
RWM
1577
RKL Wealth Management
Pennsylvania
$2.67M +$12.8K +142 +0.5%
VDI
1578
Vaughan David Investments
Illinois
$2.67M +$26.4K +292 +1%
FNBOH
1579
First National Bank of Hutchinson
Kansas
$2.66M +$1.13M +12,496 +74%
AA
1580
Advisory Alpha
Michigan
$2.66M +$89.3K +988 +3%
RLWM
1581
RF&L Wealth Management
Massachusetts
$2.66M – – –
QT
1582
Quantbot Technologies
New York
$2.65M +$2.35M +26,016 +778%
MAM
1583
Mystic Asset Management
Rhode Island
$2.65M +$1.66M +18,353 +168%
WWP
1584
WR Wealth Planners
Missouri
$2.65M -$118K -1,308 -4%
BSB
1585
Bangor Savings Bank
Maine
$2.65M -$1.44M -15,923 -35%
BFC
1586
Bedel Financial Consulting
Indiana
$2.64M -$103K -1,010 -4%
JWM
1587
Jeppson Wealth Management
California
$2.64M -$15.4K -170 -0.6%
FAG
1588
Fortitude Advisory Group
Washington
$2.64M +$13K +144 +0.5%
LCC
1589
Lincoln Capital Corp
Rhode Island
$2.64M -$75.7K -838 -3%
MPM
1590
Meritage Portfolio Management
Kansas
$2.64M -$2.73M -30,191 -51%
GGI
1591
Godsey & Gibb Inc
Virginia
$2.63M -$67.6K -748 -3%
MIM
1592
Marshall Investment Management
Colorado
$2.63M +$2.63M +32,530 New
AIC
1593
Archer Investment Corporation
Indiana
$2.62M +$3.8K +42 +0.1%
WSCM
1594
Wellington Shields Capital Management
New York
$2.61M -$18.1K -200 -0.7%
PBK
1595
Peoples Bank (Kansas)
Kansas
$2.61M -$452 -5 -0%
CA
1596
CV Advisors
Florida
$2.61M +$10.8K +120 +0.4%
SWM
1597
SFG Wealth Management
Maryland
$2.61M +$2.15M +23,757 +466%
OFS
1598
OneAscent Financial Services
Alabama
$2.61M +$1.09M +12,099 +72%
AAP
1599
Arax Advisory Partners
Colorado
$2.6M +$1.63M +18,009 +167%
NHC
1600
Nicholas Hoffman & Company
Georgia
$2.6M -$81.5K -902 -3%
62 63
64
65 66