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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 %
MSR
2076
Main Street Research
Connecticut
$1.36M +$287K +3,172 +27%
OWA
2077
Outlook Wealth Advisors
Texas
$1.36M +$24.2K +268 +2%
AWM
2078
Apex Wealth Management
New Hampshire
$1.36M +$1.36M +15,028 New
BCG
2079
Breakwater Capital Group
New Jersey
$1.36M +$17.8K +197 +1%
MFS
2080
Monetta Financial Services
Illinois
$1.36M – – –
SLT
2081
St Louis Trust
Missouri
$1.36M – – –
FFA
2082
Florida Financial Advisors
Florida
$1.35M +$282K +3,125 +26%
DFG
2083
Delta Financial Group
New Jersey
$1.35M +$1.35M +14,976 New
BMM
2084
Buffington Mohr McNeal
Idaho
$1.35M -$5.06K -56 -0.4%
MAG
2085
MRA Advisory Group
New Jersey
$1.35M -$29.9K -331 -2%
MCA
2086
MSH Capital Advisors
Arizona
$1.35M -$1.46M -16,132 -52%
V
2087
ViaWealth
Kansas
$1.35M -$146K -1,616 -10%
SLWA
2088
San Luis Wealth Advisors
California
$1.35M – – –
ICM
2089
Intrepid Capital Management
Florida
$1.35M +$59.9K +663 +5%
AI
2090
Accredited Investors
Minnesota
$1.35M -$56.7K -627 -4%
TWM
2091
Trueblood Wealth Management
Ohio
$1.34M +$197K +2,177 +17%
UWPG
2092
Ullmann Wealth Partners Group
Florida
$1.34M +$163K +1,805 +14%
ACA
2093
American Capital Advisory
Idaho
$1.34M -$59.2K -655 -4%
BTW
2094
Boston Trust Walden
Massachusetts
$1.34M -$10.5K -116 -0.8%
SMH
2095
Sanders Morris Harris
Texas
$1.34M – – –
CE
2096
Cornerstone Enterprises
Wisconsin
$1.34M +$1.34M +14,782 New
BCM
2097
BluePath Capital Management
Georgia
$1.33M +$145K +1,580 +12%
CIM
2098
Corda Investment Management
Texas
$1.33M +$30.7K +340 +2%
OTPPB
2099
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.33M +$892K +9,877 +205%
EFG
2100
Ethos Financial Group
Pennsylvania
$1.33M -$42.4K -467 -3%
82 83
84
85 86