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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 %
MFG
1601
MidWestOne Financial Group
Iowa
$2.59M -$131K -1,455 -5%
GIM
1602
Generali Investments Management
Slovenia
$2.59M +$2.59M +28,642 New
CAGAS
1603
Capital Advisory Group Advisory Services
Minnesota
$2.59M -$10.7K -118 -0.4%
FPB
1604
First PREMIER Bank
South Dakota
$2.57M – – –
GKWIM
1605
Gerber Kawasaki Wealth & Investment Management
California
$2.56M +$1.66M +18,341 +183%
AWP
1606
Accretive Wealth Partners
New Jersey
$2.56M -$66K -730 -3%
MCM
1607
Monument Capital Management
Virginia
$2.56M -$2.62K -29 -0.1%
JE
1608
JMAC Enterprises
Pennsylvania
$2.55M -$2.44K -27 -0.1%
WFI
1609
West Family Investments
California
$2.55M -$57.6K -638 -2%
CFO
1610
CVA Family Office
Colorado
$2.55M +$77.2K +855 +3%
MWA
1611
Meridian Wealth Advisors
Texas
$2.55M -$22.1K -245 -0.9%
PPC
1612
Park Place Capital
Alabama
$2.54M +$47.5K +526 +2%
ZIC
1613
ZWJ Investment Counsel
Georgia
$2.54M +$96.4K +1,067 +4%
CBA
1614
Coastal Bridge Advisors
Connecticut
$2.54M +$3.61K +40 +0.1%
RFG
1615
RFP Financial Group
Georgia
$2.54M -$2.65M -29,301 -51%
LMKC
1616
L.M. Kohn & Company
Ohio
$2.54M -$276K -3,055 -10%
MCI
1617
MRP Capital Investments
Georgia
$2.53M -$45.2K -500 -2%
VWM
1618
VCI Wealth Management
Missouri
$2.53M +$175K +1,942 +7%
QCIG
1619
Quad-Cities Investment Group
Iowa
$2.52M -$193K -2,134 -7%
IFS
1620
Ifrah Financial Services
Arkansas
$2.51M -$192K -2,127 -7%
CP
1621
Cornerstone Planning
North Carolina
$2.5M +$2.5M +27,680 New
CPBTD
1622
Central Pacific Bank - Trust Division
Hawaii
$2.5M +$379K +4,200 +18%
HCM
1623
Howard Capital Management
Georgia
$2.5M +$126K +1,397 +5%
WC
1624
Wynn Capital
Georgia
$2.5M +$20.1K +222 +0.8%
PWMG
1625
Prestige Wealth Management Group
New Jersey
$2.49M +$67.4K +744 +3%
63 64
65
66 67