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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 %
SAM
1651
Secure Asset Management
Michigan
$2.4M +$161K +1,784 +7%
PNC
1652
Park National Corp
Ohio
$2.39M +$14K +155 +0.6%
SFC
1653
Strategic Financial Concepts
Texas
$2.39M +$640K +7,079 +37%
VV
1654
Verity & Verity
South Carolina
$2.39M +$1.13M +12,550 +90%
DAM
1655
Diamant Asset Management
Connecticut
$2.39M – – –
PP
1656
PDS Planning
Ohio
$2.39M +$312K +3,452 +15%
KWM
1657
KFG Wealth Management
Indiana
$2.38M +$230K +2,543 +11%
BWA
1658
Beam Wealth Advisors
Louisiana
$2.38M -$141K -1,562 -6%
PL
1659
Perpetual Ltd
Australia
$2.38M +$1.22M +13,541 +106%
LFA
1660
Legacy Financial Advisors
Kentucky
$2.37M +$108K +1,191 +5%
HFBOT
1661
Home Federal Bank of Tennessee
Tennessee
$2.37M -$128K -1,420 -5%
CBT
1662
CoreFirst Bank & Trust
Kansas
$2.37M -$258K -2,856 -10%
DRS
1663
Deane Retirement Strategies
Louisiana
$2.37M -$2.6M -28,776 -52%
KCPT
1664
Kingstone Capital Partners Texas
Texas
$2.37M +$2.37M +26,200 New
Simplex Trading
1665
Simplex Trading
Illinois
$2.37M +$2.37M +26,186 New
LA
1666
Legacy Advisors
Pennsylvania
$2.36M +$137K +1,517 +6%
ESBC
1667
E.S. Barr & Co
Kentucky
$2.36M +$321K +3,553 +16%
GCM
1668
Geneva Capital Management
Wisconsin
$2.36M -$169K -1,865 -7%
GAM
1669
Grandview Asset Management
Pennsylvania
$2.35M +$2.35M +25,974 New
C
1670
Certuity
Florida
$2.34M +$262K +2,896 +13%
SM
1671
Samjo Management
New York
$2.34M – – –
PW
1672
PUREfi Wealth
Massachusetts
$2.34M +$2.34M +25,860 New
PCA
1673
Prosperity Capital Advisors
Ohio
$2.34M -$224K -2,478 -9%
BAM
1674
Beaumont Asset Management
Texas
$2.33M -$63.2K -699 -3%
OCM
1675
Orser Capital Management
Texas
$2.33M -$19.4K -215 -0.8%
65 66
67
68 69