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Walmart Inc

3,206 hedge funds and large institutions have $166B invested in Walmart Inc in 2024 Q1 according to their latest regulatory filings, with 269 funds opening new positions, 1,428 increasing their positions, 1,243 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 269 | Existing positions closed: 105

20% more call options, than puts

Call options by funds: $3.38B | Put options by funds: $2.83B

15% more funds holding in top 10

Funds holding in top 10: 94108 (+14)

15% more repeat investments, than reductions

Existing positions increased: 1,428 | Existing positions reduced: 1,243

11% more capital invested

Capital invested by funds: $149B → $166B (+$17.1B)

4% more funds holding

Funds holding: 3,0833,206 (+123)

71.24% less ownership

Funds ownership: 105.38%34.14% (-71%)

Holders
3,206
Holders Change
+123
Holders Change %
+3.99%
% of All Funds
46.18%
Holding in Top 10
108
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.89%
% of All Funds
1.56%
New
269
Increased
1,428
Reduced
1,243
Closed
105
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2476
Gibbs Wealth Management
Georgia
$435K +$414K +7,235 New
1IA
2477
1620 Investment Advisors
Massachusetts
$435K -$2.06K -36 -0.5%
NRC
2478
New Republic Capital
North Carolina
$434K -$286 -5 -0.1%
NA
2479
Navellier & Associates
Nevada
$434K -$129K -2,250 -24%
CSI
2480
Cross Staff Investments
New York
$432K
E
2481
ETFidea
New York
$432K -$575K -10,046 -58%
UAML
2482
US Asset Management LLC
Pennsylvania
$431K -$11.3K -197 -3%
AOWM
2483
Alpha Omega Wealth Management
Virginia
$431K -$23.7K -414 -5%
BWM
2484
Blossom Wealth Management
California
$430K +$858 +15 +0.2%
WLG
2485
Williamson Legacy Group
Indiana
$430K +$39.1K +684 +11%
Legacy Financial Group (Iowa)
2486
Legacy Financial Group (Iowa)
Iowa
$429K +$408K +7,136 New
EWM
2487
EPG Wealth Management
Georgia
$429K -$11.3K -198 -3%
OWA
2488
One Wealth Advisors
California
$429K +$114K +1,991 +39%
BSHC
2489
Breed's Hill Capital
Massachusetts
$429K -$15.8K -276 -4%
2L
2490
25 LLC
Missouri
$429K +$8.41K +147 +2%
SPC
2491
Stewart & Patten Company
California
$429K
SHFP
2492
Second Half Financial Partners
Florida
$429K +$51.6K +901 +14%
KFS
2493
Keynote Financial Services
Connecticut
$429K +$408K +7,122 New
HFRG
2494
Houlihan Financial Resource Group
Virginia
$428K -$7.61K -133 -2%
BBPWM
2495
Blue Bell Private Wealth Management
Pennsylvania
$428K +$687 +12 +0.2%
FFA
2496
Fi3 Financial Advisors
Indiana
$428K +$39.8K +696 +11%
SM
2497
Sweeney & Michel
California
$427K +$408K +7,134 New
NFA
2498
Northwest Financial Advisors
Virginia
$426K +$915 +16 +0.2%
LL
2499
LWMG LLC
Minnesota
$425K +$52.2K +912 +15%
SFC
2500
Swisher Financial Concepts
Ohio
$424K +$57 +1 +0%

WMT Hedge Fund Activity: Q1 2024 in Review

3,206 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2024, worth a combined $166B — up 11% from $149B a quarter earlier.

Buyers outnumbered sellers: 269 funds opened new WMT positions and 105 closed out — a net gain of 164 holders — while 1,428 added to existing stakes and 1,243 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.34B. The largest seller was Morgan Stanley, cutting an estimated $4.16B.

  • 3,206 institutional investors held Walmart Inc (WMT) as of Q1 2024, up from 3,083 in Q4 2023.
  • Funds reported $166B of Walmart Inc stock for Q1 2024, up 11% quarter-over-quarter.
  • 269 funds opened new Walmart Inc positions in Q1 2024 and 105 closed out, a net change of +164 holders.
  • The largest Walmart Inc buyer in Q1 2024 was Franklin Resources, an estimated $1.34B added.
  • The largest Walmart Inc seller in Q1 2024 was Morgan Stanley, an estimated $4.16B sold.

Based on aggregated 13F filings for Q1 2024.