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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 %
FCM
1926
Fire Capital Management
California
$1.71M +$1.71M +18,932 New
MAWA
1927
Moss Adams Wealth Advisors
Washington
$1.71M +$94.7K +1,046 +6%
CAM
1928
Costello Asset Management
Pennsylvania
$1.71M – – –
SSWM
1929
Strait & Sound Wealth Management
California
$1.71M +$21.2K +235 +1%
IAG
1930
Ipsen Advisor Group
Arkansas
$1.7M +$1.7M +18,842 New
ACGA
1931
Atlanta Consulting Group Advisors
Georgia
$1.7M -$12.8K -142 -0.7%
HI
1932
Humankind Investments
New York
$1.7M -$182K -2,013 -10%
MSCM
1933
McElhenny Sheffield Capital Management
Texas
$1.7M -$1.54K -17 -0.1%
TIM
1934
Total Investment Management
Arizona
$1.7M +$1.34M +14,846 +378%
CSA
1935
Cornerstone Select Advisors
Missouri
$1.69M +$1.69M +18,735 New
CPWA
1936
Cerro Pacific Wealth Advisors
California
$1.69M -$12.3K -152 -0.7%
GBT
1937
Grove Bank & Trust
Florida
$1.69M +$1.45K +16 +0.1%
AGP
1938
Autumn Glory Partners
Texas
$1.69M -$56K -620 -3%
PWP
1939
Private Wealth Partners
California
$1.69M – – –
YIM
1940
Yoffe Investment Management
Pennsylvania
$1.69M +$1.69M +18,683 New
BFA
1941
Bill Few Associates
Pennsylvania
$1.69M -$33.4K -370 -2%
FPCP
1942
Fort Point Capital Partners
California
$1.69M +$50.3K +557 +3%
AIM
1943
Advyzon Investment Management
Illinois
$1.68M +$1.68M +18,602 New
ITIM
1944
Indiana Trust & Investment Management
Indiana
$1.68M +$307K +3,400 +22%
BMC
1945
Beaton Management Company
Massachusetts
$1.68M – – –
TIA
1946
Tandem Investment Advisors
South Carolina
$1.68M +$113K +1,249 +7%
RB
1947
Renasant Bank
Mississippi
$1.67M -$22.6K -250 -1%
HWA
1948
HHM Wealth Advisors
Tennessee
$1.67M +$462K +5,119 +38%
STA
1949
Smith Thornton Advisors
Alabama
$1.67M +$165K +1,828 +11%
MAM
1950
MWA Asset Management
Massachusetts
$1.66M +$39.3K +435 +2%
76 77
78
79 80