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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 %
PEA
1676
Park Edge Advisors
Ohio
$2.33M +$505K +5,587 +28%
TCOT
1677
Trust Company of Toledo
Ohio
$2.33M +$72.3K +800 +3%
PA
1678
Prossimo Advisors
California
$2.32M +$249K +2,754 +12%
BAAM
1679
Baker Avenue Asset Management
California
$2.32M +$177K +1,962 +8%
MFWP
1680
Mosaic Family Wealth Partners
Missouri
$2.32M +$185K +2,047 +9%
CCWM
1681
Cassaday & Co Wealth Management
Virginia
$2.32M +$11.1K +123 +0.5%
CRI
1682
Colonial River Investments
Virginia
$2.31M -$1.9K -21 -0.1%
GWSG
1683
GPS Wealth Strategies Group
Colorado
$2.31M -$44.9K -497 -2%
DC
1684
DeDora Capital
California
$2.3M +$25.9K +287 +1%
RFN
1685
RDA Financial Network
Iowa
$2.3M +$129K +1,433 +6%
CFS
1686
Commonwealth Financial Services
West Virginia
$2.3M -$68K -753 -3%
SFWA
1687
Summit Financial Wealth Advisors
Louisiana
$2.3M -$63.8K -641 -3%
SWP
1688
Strategic Wealth Partners
Ohio
$2.3M +$158K +1,508 +7%
QP
1689
Quilter Plc
United Kingdom
$2.3M -$1.05M -11,632 -31%
SAM
1690
Shell Asset Management
Netherlands
$2.29M -$48K -531 -2%
TWM
1691
Triton Wealth Management
Arizona
$2.29M +$154K +1,843 +7%
BFPW
1692
BOK Financial Private Wealth
Colorado
$2.29M -$62.4K -689 -3%
CWM
1693
Chesapeake Wealth Management
Virginia
$2.28M -$42.8K -474 -2%
SGM
1694
Skye Global Management
Florida
$2.28M -$7.12M -78,800 -76%
PWG
1695
Portside Wealth Group
Utah
$2.28M -$43.1K -477 -2%
CC
1696
Callan Capital
California
$2.27M -$14.7K -163 -0.6%
EP
1697
Edgestream Partners
New Jersey
$2.27M -$186K -2,063 -8%
LIG
1698
Lokken Investment Group
Delaware
$2.27M -$144K -1,595 -6%
BI
1699
Ballast Inc
Kentucky
$2.27M -$205K -2,270 -8%
PHIMC
1700
Private Harbour Investment Management & Counsel
Ohio
$2.26M -$108K -1,200 -5%
66 67
68
69 70