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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
PCMK
2501
Paragon Capital Management (Kansas)
Kansas
$424K +$22K +384 +6%
HAS
2502
Holland Advisory Services
Florida
$423K +$1.54K +27 +0.4%
SBWIC
2503
Schaper Benz & Wise Investment Counsel
Wisconsin
$423K +$51.5K +900 +15%
CIS
2504
Custom Index Systems
New York
$422K +$402K +7,021 New
DI
2505
DDFG Inc
California
$421K +$114 +2 +0%
TWM
2506
Thrive Wealth Management
Pennsylvania
$421K +$66.5K +1,162 +20%
PA
2507
Pineridge Advisors
Missouri
$420K -$1.03K -18 -0.3%
KWS
2508
Keystone Wealth Services
California
$419K -$19K -332 -5%
TWP
2509
Tower Wealth Partners
Pennsylvania
$419K +$25.5K +445 +7%
MWA
2510
Monograph Wealth Advisors
California
$419K +$397K +6,932 New
BWM
2511
Baron Wealth Management
Michigan
$418K +$67.5K +1,180 +20%
CHAM
2512
Clear Harbor Asset Management
Connecticut
$417K
UBG
2513
United Bank (Georgia)
Georgia
$416K +$396K +6,921 New
TCM
2514
Tufton Capital Management
Maryland
$416K -$4.29K -75 -1%
SN
2515
Sittner & Nelson
Oregon
$416K -$57 -1 -0%
BBA
2516
Braun-Bostich & Associates
Pennsylvania
$416K +$66.3K +1,158 +20%
ACM
2517
Accent Capital Management
Ohio
$413K
KDA
2518
Kraft Davis & Associates
Missouri
$412K -$7.95K -139 -2%
SWA
2519
Sax Wealth Advisors
New Jersey
$412K +$392K +6,851 New
CIA
2520
Compass Ion Advisors
Pennsylvania
$412K +$57 +1 +0%
AWG
2521
Altus Wealth Group
Colorado
$412K -$47K -822 -11%
AT
2522
Arden Trust
Delaware
$412K
4WM
2523
49 Wealth Management
Texas
$411K -$12K -210 -3%
FGA
2524
Fortis Group Advisors
New Jersey
$411K +$38.2K +667 +11%
GWAG
2525
Garrett Wealth Advisory Group
Texas
$410K +$5.04K +88 +1%

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.