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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 %
CS
2326
Crescent Sterling
Louisiana
$1.02M +$29.2K +323 +3%
PB
2327
Pinnacle Bancorp
Nebraska
$1.02M +$24.3K +269 +2%
T
2328
Transce3nd
Texas
$1.02M +$1.02M +11,294 New
HGA
2329
Hobbs Group Advisors
South Carolina
$1.02M +$139K +1,534 +16%
KAS
2330
KPP Advisory Services
Kentucky
$1.02M -$5.33K -59 -0.5%
PSP
2331
Pacific Sage Partners
Washington
$1.02M -$181 -2 -0%
SCM
2332
Sirios Capital Management
Massachusetts
$1.02M +$214K +2,373 +27%
KLI
2333
Kelman-Lazarov Inc
Tennessee
$1.02M -$3.89K -43 -0.4%
SHFA
2334
SS&H Financial Advisors
Michigan
$1.02M -$5.43K -60 -0.5%
AA
2335
Auxano Advisors
Washington
$1.02M +$28K +310 +3%
WAM
2336
WNY Asset Management
New York
$1.02M -$130K -1,434 -11%
LPAM
2337
Lodestar Private Asset Management
California
$1.01M – – –
PCM
2338
Park Capital Management
Wisconsin
$1.01M +$1.01M +11,195 New
SFG
2339
Seamount Financial Group
Colorado
$1.01M -$41.1K -455 -4%
AWM
2340
Avondale Wealth Management
Texas
$1.01M +$40.7K +450 +4%
AT
2341
American Trust
Kentucky
$1M – – –
TW
2342
Traveka Wealth
California
$1M +$286K +3,160 +40%
SWM
2343
Silverlake Wealth Management
Vermont
$996K -$632 -7 -0.1%
UWM
2344
USAdvisors Wealth Management
Minnesota
$996K -$4.25K -47 -0.4%
BBA
2345
BLB&B Advisors
Pennsylvania
$994K -$169K -1,871 -15%
PPC
2346
Pennington Partners & Co
Maryland
$994K +$994K +10,975 New
CFG
2347
Carr Financial Group
Massachusetts
$993K -$123K -1,360 -11%
BB
2348
Bell Bank
North Dakota
$993K +$220K +2,433 +28%
ACM
2349
Ashford Capital Management
Delaware
$992K +$95.8K +1,060 +11%
ILI
2350
Invesco LLC (Illinois)
Illinois
$989K +$11.2K +124 +1%
92 93
94
95 96