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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 %
AAG
2176
Armstrong Advisory Group
Massachusetts
$1.22M +$25.9K +287 +2%
PGF
2177
Plan Group Financial
Oklahoma
$1.22M – – –
PPWP
2178
Proquility Private Wealth Partners
Nevada
$1.22M -$18.2K -201 -1%
DE
2179
Diversified Enterprises
Delaware
$1.21M +$111K +1,234 +10%
RG
2180
Renaissance Group
Kentucky
$1.21M -$47.3K -523 -4%
EIG
2181
Ellenbecker Investment Group
Wisconsin
$1.21M -$28K -310 -2%
BOJHT
2182
Bank of Jackson Hole Trust
Wyoming
$1.21M +$1.21M +13,407 New
BOTPPF
2183
Board of the Pension Protection Fund
United Kingdom
$1.21M +$1.21M +13,400 New
NRI
2184
NFP Retirement Inc
California
$1.21M +$77.3K +856 +7%
OWP
2185
ORG Wealth Partners
Texas
$1.2M -$89.2K -987 -7%
WAG
2186
Wiser Advisor Group
Arizona
$1.2M -$5.6K -62 -0.5%
WAL
2187
W Advisors LLC
Tennessee
$1.2M +$6.14K +68 +0.5%
MPI
2188
Mairs & Power Inc
Minnesota
$1.2M +$27.6K +305 +2%
Members Trust
2189
Members Trust
Florida
$1.19M +$6.51K +72 +0.5%
GWCM
2190
Godshalk Welsh Capital Management
Pennsylvania
$1.19M -$4.52K -50 -0.4%
WIM
2191
Waycross Investment Management
Washington
$1.19M +$6.42K +71 +0.5%
6F
2192
626 Financial
Michigan
$1.19M +$34.2K +379 +3%
CB
2193
Centennial Bank
Arkansas
$1.19M -$24.1K -267 -2%
CSB
2194
City State Bank
Iowa
$1.19M +$36.8K +407 +3%
HP
2195
Hilltop Partners
Indiana
$1.18M +$246K +2,722 +26%
PWM
2196
Proathlete Wealth Management
Florida
$1.18M -$2.17K -24 -0.2%
NWAG
2197
Net Worth Advisory Group
Utah
$1.18M +$994 +11 +0.1%
KSWWM
2198
Keyes Stange & Wooten Wealth Management
Florida
$1.18M -$35.5K -393 -3%
AMG
2199
Asset Management Group
Connecticut
$1.17M – – –
WE
2200
Wealth Effects
Massachusetts
$1.17M -$90.7K -1,004 -7%
86 87
88
89 90