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 %
BW
1976
BIP Wealth
Georgia
$1.58M +$116K +1,281 +8%
TCM
1977
Tang Capital Management
California
$1.57M +$424K +4,698 +37%
FFG
1978
Floyd Financial Group
Missouri
$1.57M +$1.57M +16,919 New
LFA
1979
Laraway Financial Advisors
Minnesota
$1.57M +$103K +1,140 +7%
LC
1980
Lavaca Capital
Texas
$1.57M – – –
IA
1981
Insight Advisors
Pennsylvania
$1.57M -$247K -2,731 -14%
SC
1982
Savoie Capital
Illinois
$1.57M – – –
RPWA
1983
Regent Peak Wealth Advisors
Georgia
$1.57M +$20.4K +226 +1%
CWA
1984
Crux Wealth Advisors
California
$1.56M +$1.56M +17,289 New
AIA
1985
Armor Investment Advisors
North Carolina
$1.56M -$78K -863 -5%
PG
1986
Prostatis Group
Maryland
$1.56M -$308K -3,406 -17%
AMCA
1987
Arthur M. Cohen & Associates
Illinois
$1.56M – – –
RWI
1988
Red Wave Investments
Pennsylvania
$1.55M – – –
AWS
1989
Aspen Wealth Strategies
Colorado
$1.55M -$9.67K -107 -0.6%
LI
1990
Louisbourg Investments
New Brunswick, Canada
$1.55M – – –
APG
1991
Abacus Planning Group
South Carolina
$1.55M +$59.6K +660 +4%
S
1992
Sunpointe
Missouri
$1.54M +$3.53K +39 +0.2%
BEAM
1993
Baker Ellis Asset Management
Washington
$1.54M -$2.26K -25 -0.1%
WJA
1994
Willis Johnson & Associates
Texas
$1.54M -$135K -1,499 -8%
LRPA
1995
L. Roy Papp & Associates
Arizona
$1.54M -$90.4K -1,000 -6%
SA
1996
Sovran Advisors
California
$1.54M +$1.54M +16,914 New
DWA
1997
Delap Wealth Advisory
Oregon
$1.53M +$84.8K +939 +6%
GCP
1998
GSA Capital Partners
United Kingdom
$1.53M +$1.53M +16,967 New
LWA
1999
Lineweaver Wealth Advisors
Ohio
$1.53M -$11.9K -132 -0.8%
DWM
2000
Drive Wealth Management
Utah
$1.53M +$33.3K +368 +2%
78 79
80
81 82