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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 %
LC
1826
Lincoln Capital
Nebraska
$1.94M +$81.6K +903 +4%
FAIM
1827
Financial Advocates Investment Management
Washington
$1.93M +$188K +2,082 +11%
LCM
1828
Liberty Capital Management
Michigan
$1.93M – – –
CCC
1829
Compass Capital Corp
Massachusetts
$1.93M +$1.93M +20,909 New
GCA
1830
Gallagher Capital Advisors
Texas
$1.93M +$1.93M +21,357 New
BFA
1831
Brown Financial Advisors
Ohio
$1.93M -$290K -3,211 -13%
MAM
1832
Milestone Asset Management
Pennsylvania
$1.92M +$858K +9,491 +80%
AF
1833
Apollon Financial
South Carolina
$1.92M +$1.3M +14,346 +207%
SFG
1834
Shum Financial Group
California
$1.92M +$61.2K +676 +3%
SPWG
1835
Syntegra Private Wealth Group
Missouri
$1.92M +$20.3K +225 +1%
WJWM
1836
Williams Jones Wealth Management
New York
$1.92M +$4.07K +45 +0.2%
LWM
1837
LongView Wealth Management
Georgia
$1.92M -$12.6K -140 -0.7%
FFBTD
1838
First Financial Bank - Trust Division
Ohio
$1.91M -$22.9K -254 -1%
IFWM
1839
Institute for Wealth Management
Colorado
$1.91M -$4.61K -51 -0.2%
NB
1840
Nicolet Bankshares
Wisconsin
$1.9M +$15.7K +174 +0.8%
BFIM
1841
Beese Fulmer Investment Management
Ohio
$1.9M -$123K -1,360 -6%
PTB
1842
Pioneer Trust Bank
Oregon
$1.9M +$592K +6,550 +45%
RDIA
1843
RE Dickinson Investment Advisors
Iowa
$1.9M – – –
GWI
1844
Grace & White Inc
New York
$1.9M -$136K -1,500 -7%
DAS
1845
Diversify Advisory Services
Utah
$1.89M +$107K +1,152 +6%
NCM
1846
Narwhal Capital Management
Georgia
$1.89M +$469K +5,194 +33%
CG
1847
Corundum Group
Colorado
$1.89M +$954K +10,564 +103%
MA
1848
MJP Associates
Connecticut
$1.89M +$15.5K +172 +0.8%
ACM
1849
Accent Capital Management
Ohio
$1.89M – – –
SSWM
1850
Sheets Smith Wealth Management
North Carolina
$1.88M -$11.2K -124 -0.6%
72 73
74
75 76