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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 %
AIMCA
1751
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.15M +$334K +3,700 +18%
FW
1752
FullCircle Wealth
Texas
$2.15M -$155K -1,475 -7%
TGAM
1753
TBH Global Asset Management
Tennessee
$2.14M +$452 +5 +0%
NWM
1754
Northwest Wealth Management
Iowa
$2.14M +$70.2K +777 +3%
VWM
1755
Vigilare Wealth Management
Arizona
$2.14M -$53.6K -593 -2%
SIS
1756
Sound Income Strategies
Florida
$2.14M +$7.23K +80 +0.3%
IP
1757
Intellectus Partners
California
$2.14M +$222K +2,450 +12%
LA
1758
LVW Advisors
New York
$2.14M -$94.1K -1,042 -4%
TWM
1759
Tradition Wealth Management
Minnesota
$2.14M -$13.4K -148 -0.6%
DLA
1760
Douglas Lane & Associates
New York
$2.13M +$77.3K +856 +4%
PIA
1761
Pinion Investment Advisors
Kansas
$2.13M -$27K -299 -1%
QC
1762
Quent Capital
New York
$2.13M +$2.35K +26 +0.1%
BWM
1763
Bernard Wealth Management
Michigan
$2.13M +$2.13M +23,529 New
FCT
1764
First Community Trust
Iowa
$2.12M +$42.1K +466 +2%
GCM
1765
Generation Capital Management
New York
$2.12M +$2.12M +23,411 New
CFP
1766
Catalyst Financial Partners
Massachusetts
$2.11M +$46.6K +516 +2%
DCM
1767
Davis Capital Management
Florida
$2.11M -$46.8K -518 -2%
CFA
1768
CWS Financial Advisors
Michigan
$2.11M -$5.96K -66 -0.3%
FIM
1769
Freedom Investment Management
Connecticut
$2.11M -$18.6K -206 -0.9%
CWA
1770
Consilium Wealth Advisory
Texas
$2.11M +$44.5K +492 +2%
WC
1771
Wexford Capital
Florida
$2.1M -$2.03M -22,494 -49%
AF
1772
Advisornet Financial
Minnesota
$2.1M +$8.13K +90 +0.4%
ZI
1773
ZEGA Investments
Florida
$2.09M +$2.09M +22,078 New
FNBTCON
1774
First National Bank & Trust Co of Newtown
Pennsylvania
$2.09M -$411K -4,550 -16%
MW
1775
Marcum Wealth
Ohio
$2.09M -$217K -2,405 -9%
69 70
71
72 73