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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 %
NC
2026
Napatree Capital
Rhode Island
$1.47M +$170K +1,887 +13%
GSWM
2027
Golden State Wealth Management
California
$1.46M +$1.46M +16,204 New
PA
2028
Probity Advisors
Texas
$1.46M -$13.6K -150 -0.9%
TPW
2029
Transatlantique Private Wealth
New York
$1.46M -$20.9K -231 -1%
WLG
2030
Williamson Legacy Group
Indiana
$1.46M -$4.43K -49 -0.3%
FFA
2031
Fairfield Financial Advisors
Massachusetts
$1.46M +$1.14M +12,666 +366%
AGA
2032
Arkos Global Advisors
Texas
$1.46M -$40.4K -447 -3%
PPA
2033
Pacific Point Advisors
California
$1.46M +$1.46M +14,458 New
BAM
2034
Byrne Asset Management
New Jersey
$1.46M -$56.9K -630 -4%
HFM
2035
Hartford Financial Management
Connecticut
$1.46M -$1.08K -12 -0.1%
AIM
2036
Aigen Investment Management
New York
$1.45M +$1.45M +16,008 New
MCWS
2037
McKinley Carter Wealth Services
West Virginia
$1.44M -$21.9K -242 -1%
PFSC
2038
Peoples Financial Services Corp
Pennsylvania
$1.44M -$46.3K -512 -3%
DA
2039
Dillon & Associates
Michigan
$1.44M -$9K -100 -0.6%
ACA
2040
Atlas Capital Advisors
Wyoming
$1.44M -$60.8K -673 -4%
CFS
2041
Coordinated Financial Services
Colorado
$1.44M +$1.44M +15,891 New
FDCP
2042
Foster Dykema Cabot & Partners
Massachusetts
$1.43M +$259K +2,860 +22%
RZH
2043
Relyea Zuckerberg Hanson
Connecticut
$1.43M +$93.4K +1,034 +7%
WHCI
2044
W.H. Cornerstone Investments
Massachusetts
$1.43M -$247K -2,734 -15%
AFM
2045
Abbot Financial Management
Massachusetts
$1.42M – – –
ADIM
2046
Alpha DNA Investment Management
Maryland
$1.42M -$3.97M -43,931 -74%
BFAG
2047
Blackston Financial Advisory Group
Florida
$1.42M +$9.58K +106 +0.7%
BW
2048
Bison Wealth
Georgia
$1.42M -$3.5M -38,735 -71%
SC
2049
Summa Corp
Texas
$1.41M -$90.4K -1,000 -6%
PWM
2050
Prentice Wealth Management
New York
$1.41M +$28.9K +320 +2%
80 81
82
83 84