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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 %
MWM
1626
Massachusetts Wealth Management
Massachusetts
$2.49M +$72.3K +800 +3%
WOC
1627
West Oak Capital
California
$2.49M – – –
NL
1628
Navalign LLC
California
$2.48M -$21.7K -240 -0.9%
CGH
1629
CMG Global Holdings
Texas
$2.48M -$41K -440 -2%
FWM
1630
FLP Wealth Management
Arkansas
$2.48M +$2.48M +27,456 New
OIA
1631
Optimum Investment Advisors
Illinois
$2.48M -$144K -1,590 -5%
KTC
1632
Kentucky Trust Company
Kentucky
$2.48M +$2.48M +27,446 New
MCWA
1633
Meadow Creek Wealth Advisors
Georgia
$2.47M +$11.5K +127 +0.5%
PG
1634
Patten Group
Tennessee
$2.47M -$59.3K -656 -2%
PPWP
1635
Premier Path Wealth Partners
New Jersey
$2.47M +$204K +2,254 +9%
WP
1636
WMS Partners
Maryland
$2.46M +$273K +3,020 +12%
BIP
1637
Blueprint Investment Partners
North Carolina
$2.46M +$526K +5,826 +27%
EWA
1638
Exencial Wealth Advisors
Oklahoma
$2.46M +$485K +5,369 +25%
LI
1639
LRI Investments
Florida
$2.45M +$59.5K +659 +2%
RFA
1640
Register Financial Advisors
Georgia
$2.43M +$24.8K +275 +1%
WA
1641
Wealth Alliance
New York
$2.43M +$211K +2,335 +9%
SICM
1642
Sustainable Insight Capital Management
New York
$2.43M -$237K -2,627 -9%
ISB
1643
Iowa State Bank
Iowa
$2.42M +$1.65M +18,263 +214%
DWAM
1644
Duncan Williams Asset Management
Tennessee
$2.42M +$1.45M +15,999 +148%
AB
1645
ANB Bank
Colorado
$2.42M +$2.42M +26,749 New
AF
1646
Atala Financial
California
$2.42M +$2.42M +26,740 New
PPA
1647
Painted Porch Advisors
California
$2.41M -$36.8K -407 -2%
FFA
1648
Fragasso Financial Advisors
Pennsylvania
$2.41M -$40.6K -449 -2%
VBCG
1649
Valley Brook Capital Group
Pennsylvania
$2.4M +$9.04K +100 +0.4%
XF
1650
XML Financial
Maryland
$2.4M +$185K +2,053 +8%
64 65
66
67 68