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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 %
RCM
1701
RMR Capital Management
California
$2.26M -$521K -5,765 -19%
BCMLT
1702
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.26M +$4.52K +50 +0.2%
FFA
1703
Founders Financial Alliance
North Carolina
$2.26M +$777K +8,596 +52%
MUAMU
1704
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.26M +$904K +10,000 +67%
UOC
1705
UBS O'Connor
Illinois
$2.26M +$452K +5,000 +25%
TCOTS
1706
Trust Company of the South
North Carolina
$2.26M -$60.4K -669 -3%
WA
1707
WBH Advisory
Maryland
$2.26M -$24.3K -269 -1%
CCM
1708
Chilton Capital Management
Texas
$2.26M +$112K +1,243 +5%
KWM
1709
Keebeck Wealth Management
Illinois
$2.25M +$63.5K +701 +3%
JSW
1710
Journey Strategic Wealth
New Jersey
$2.25M -$41.5K -459 -2%
EFSCE
1711
Enterprise Financial Services Corp (EFSC)
Missouri
$2.25M +$325K +3,593 +17%
CWP
1712
Cyndeo Wealth Partners
Florida
$2.24M -$71.9K -796 -3%
IP
1713
Ignite Planners
California
$2.24M -$91 -1 -0%
DA
1714
Doliver Advisors
Texas
$2.24M -$462K -5,118 -17%
P
1715
Pitcairn
Pennsylvania
$2.23M +$45K +498 +2%
QWP
1716
Quotient Wealth Partners
Texas
$2.23M -$22.1K -245 -1%
WAG
1717
Winthrop Advisory Group
Massachusetts
$2.23M -$9.4K -104 -0.4%
SP
1718
SWS Partners
Ohio
$2.23M +$34.2K +378 +2%
HNB
1719
Hilltop National Bank
Wyoming
$2.23M -$40.2K -445 -2%
ATC
1720
Adirondack Trust Company
New York
$2.23M -$994 -11 -0%
CC
1721
Centiva Capital
New York
$2.23M +$2.05M +22,733 +1,198%
GA
1722
GoalVest Advisory
New York
$2.22M -$62.6K -693 -3%
KNW
1723
Kesler Norman & Wride
Utah
$2.22M -$83.9K -929 -4%
TWP
1724
Tempus Wealth Planning
California
$2.21M +$38.7K +428 +2%
RA
1725
RoundAngle Advisors
New Jersey
$2.21M +$2.21M +24,468 New
67 68
69
70 71