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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 %
TCM
1726
Traynor Capital Management
Pennsylvania
$2.21M +$134K +1,485 +6%
FCFC
1727
First Commonwealth Financial Corp
Pennsylvania
$2.21M +$271 +3 +0%
PCM
1728
Penserra Capital Management
California
$2.21M +$1.02M +11,320 +86%
BB
1729
Burford Brothers
Texas
$2.2M +$7.77K +86 +0.4%
WGC
1730
Watts Gwilliam & Co
Arizona
$2.2M +$436K +4,806 +25%
PCM
1731
Prelude Capital Management
New York
$2.2M +$2.2M +24,376 New
HCM
1732
Hollencrest Capital Management
California
$2.2M -$90 -1 -0%
OPA
1733
Old Port Advisors
Maine
$2.2M -$11.3K -125 -0.5%
LCM
1734
Logan Capital Management
Pennsylvania
$2.2M -$27.1K -300 -1%
BCM
1735
Birmingham Capital Management
Alabama
$2.19M -$104K -1,150 -5%
PTP
1736
Platform Technology Partners
New York
$2.19M -$110K -1,212 -5%
AT
1737
Arlington Trust
Alabama
$2.19M +$299K +3,306 +16%
CAM
1738
Congress Asset Management
Massachusetts
$2.19M +$2.19M +24,189 New
SCM
1739
Sunbeam Capital Management
Georgia
$2.19M +$2.19M +24,153 New
KJWM
1740
Kiley Juergens Wealth Management
Washington
$2.18M +$8.49K +94 +0.4%
CM
1741
Crestline Management
Texas
$2.18M +$950K +10,510 +77%
AWS
1742
Arkfeld Wealth Strategies
Nebraska
$2.18M +$268K +2,923 +14%
CAC
1743
Certified Advisory Corp
Florida
$2.18M +$18.9K +209 +0.9%
BV
1744
Boxwood Ventures
Illinois
$2.17M – – –
BCP
1745
Blue Chip Partners
Michigan
$2.17M -$26.9K -298 -1%
GC
1746
Gilbert & Cook
Iowa
$2.17M -$101K -1,121 -4%
RFA
1747
Resurgent Financial Advisors
Georgia
$2.17M -$136K -1,504 -6%
HBT
1748
Heartland Bank & Trust
Illinois
$2.17M -$47.8K -529 -2%
4WM
1749
44 Wealth Management
Oregon
$2.16M – – –
ECM
1750
Elgethun Capital Management
South Dakota
$2.15M +$72.6K +804 +3%
68 69
70
71 72