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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 %
TCG
1901
Transcendent Capital Group
Oklahoma
$1.76M – – –
FNB
1902
Farmers National Bank
Kentucky
$1.76M +$1.76M +19,461 New
KSB
1903
Kennebec Savings Bank
Maine
$1.75M -$92K -1,005 -5%
BFO
1904
Biltmore Family Office
North Carolina
$1.75M -$20.3K -224 -1%
FRM
1905
Foundation Resource Management
Arkansas
$1.75M -$13.6K -150 -0.8%
BCG
1906
BayBridge Capital Group
California
$1.75M -$55.1K -610 -3%
ISWM
1907
Independent Solutions Wealth Management
New York
$1.75M -$1.08K -12 -0.1%
BMC
1908
Benin Management Corp
Connecticut
$1.75M – – –
WBCM
1909
Wilson & Boucher Capital Management
California
$1.74M -$54.2K -600 -3%
RAG
1910
RIA Advisory Group
Iowa
$1.74M +$400K +4,429 +30%
TCM
1911
TD Capital Management
Tennessee
$1.74M -$282K -3,116 -14%
GCM
1912
Greenland Capital Management
New York
$1.74M +$1.39M +15,363 +399%
NEWAS
1913
N.E.W. Advisory Services
Wisconsin
$1.73M -$86.1K -953 -5%
CST
1914
Charles Schwab Trust
Nevada
$1.73M +$90.6K +1,003 +6%
TW
1915
Towerpoint Wealth
California
$1.73M – – –
APW
1916
Austin Private Wealth
Texas
$1.73M +$163K +1,800 +10%
MSWM
1917
McGlone Suttner Wealth Management
Wisconsin
$1.73M +$104K +1,150 +6%
NWMG
1918
Nicholson Wealth Management Group
South Carolina
$1.72M +$205K +2,264 +13%
B
1919
Birchbrook
Maine
$1.72M -$119K -1,316 -6%
CCWA
1920
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.72M +$146K +1,619 +9%
ELC
1921
Edgar Lomax Company
Virginia
$1.72M -$26.3M -290,745 -94%
SFO
1922
Stenger Family Office
Illinois
$1.72M +$1.72M +19,018 New
AIA
1923
Allied Investment Advisors
Montana
$1.72M +$182K +2,016 +12%
SA
1924
SRH Advisors
Kansas
$1.71M -$265K -2,936 -13%
ICM
1925
IMS Capital Management
Oregon
$1.71M +$6.78K +75 +0.4%
75 76
77
78 79