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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 %
BTD
1776
BankPlus Trust Department
Mississippi
$2.08M +$2.08M +23,007 New
SI
1777
Saxon Interests
Texas
$2.08M +$37K +409 +2%
CCA
1778
Catalyst Capital Advisors
New York
$2.08M -$1.25M -13,819 -38%
IP
1779
Investment Partners
Ohio
$2.08M +$38.2K +423 +2%
FWM
1780
Focused Wealth Management
New York
$2.07M -$59.2K -655 -3%
NCM
1781
Next Capital Management
New York
$2.06M +$105K +1,161 +5%
PP
1782
Postrock Partners
Oregon
$2.06M +$2.06M +22,809 New
VCM
1783
Vivaldi Capital Management
Illinois
$2.06M +$660K +6,775 +47%
HCM
1784
HMS Capital Management
Tennessee
$2.06M +$8.31K +92 +0.4%
EW
1785
Evoke Wealth
California
$2.05M +$205K +2,267 +11%
SIM
1786
Sentry Investment Management
Wisconsin
$2.05M +$279K +3,092 +16%
PFA
1787
Professional Financial Advisors
Nebraska
$2.05M +$75.3K +833 +4%
RAM
1788
Redmond Asset Management
Virginia
$2.05M +$2.05M +22,666 New
RF
1789
Roxbury Financial
New Jersey
$2.05M +$2.05M +22,134 New
GH
1790
GAM Holding
Switzerland
$2.04M +$2.04M +22,574 New
PWPS
1791
Pinnacle Wealth Planning Services
Ohio
$2.04M -$256K -2,830 -11%
UCI
1792
Uncommon Cents Investing
Wisconsin
$2.04M -$59.6K -660 -3%
WFA
1793
WMG Financial Advisors
Tennessee
$2.04M +$7.05K +78 +0.3%
TBNY
1794
Trustco Bank (New York)
New York
$2.03M -$29.4K -325 -1%
DF
1795
Donoghue Forlines
Massachusetts
$2.03M +$275K +3,040 +16%
FCAS
1796
First Command Advisory Services
Texas
$2.03M -$21.2K -235 -1%
SQA
1797
Simon Quick Advisors
New Jersey
$2.03M +$271K +3,002 +15%
LWL
1798
Leo Wealth LLC
Texas
$2.03M +$67.3K +745 +3%
LOPW
1799
Live Oak Private Wealth
North Carolina
$2.03M -$12.6K -139 -0.6%
MBT
1800
Montecito Bank & Trust
California
$2.02M -$78.1K -864 -4%
70 71
72
73 74