WMT icon

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 %
DCM
1801
DGS Capital Management
New Jersey
$2.02M +$253K +2,801 +14%
CWM
1802
Centric Wealth Management
Illinois
$2.02M +$1.24M +13,724 +159%
AIM
1803
AHL Investment Management
Florida
$2.02M -$24.4K -270 -1%
AIS
1804
AM Investment Strategies
Tennessee
$2.02M +$18.1K +200 +0.9%
I
1805
InceptionR
California
$2.01M +$541K +5,983 +37%
OFS
1806
Orrstown Financial Services
Pennsylvania
$2.01M +$4.7K +52 +0.2%
VHAM
1807
Van Hulzen Asset Management
California
$2.01M -$32.8K -363 -2%
CMANY
1808
Capital Management Associates (New York)
New York
$2.01M – – –
MPIA
1809
Mountain Pacific Investment Advisers
Idaho
$2M -$88.1K -975 -4%
SW
1810
SMART Wealth
Nebraska
$2M +$1.73M +19,118 +630%
AF
1811
Aldebaran Financial
$2M -$16.2K -179 -0.8%
IWS
1812
Insight Wealth Strategies
California
$1.99M -$325K -3,601 -14%
FWA
1813
FOCUS Wealth Advisors
Texas
$1.98M +$1.75M +19,324 +733%
EFH
1814
Eaton Financial Holdings
Florida
$1.98M -$54.8K -607 -3%
FPGK
1815
Financial Partners Group (Kansas)
Kansas
$1.98M -$7.05K -78 -0.4%
IPW
1816
Inlet Private Wealth
Florida
$1.98M – – –
FWTB
1817
First Western Trust Bank
Colorado
$1.98M +$7.86K +87 +0.4%
MTIC
1818
Missouri Trust & Investment Company
Missouri
$1.98M +$50.1K +555 +3%
DIP
1819
DT Investment Partners
Pennsylvania
$1.97M -$95.3K -1,055 -5%
HNWAG
1820
High Net Worth Advisory Group
Florida
$1.97M -$197K -2,179 -9%
NL
1821
NWAM LLC
Washington
$1.96M -$95K -1,051 -5%
KFGK
1822
Keystone Financial Group (Kentucky)
Kentucky
$1.95M +$116K +1,285 +6%
RCWM
1823
Royal Capital Wealth Management
Indiana
$1.95M +$538K +5,957 +38%
NRW
1824
Nova R Wealth
Kansas
$1.95M +$361 +4 +0%
SFC
1825
SYM Financial Corp
Indiana
$1.94M +$316K +3,498 +19%
71 72
73
74 75