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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
IWA
2526
Inspirion Wealth Advisors
Illinois
$408K -$24.7K -431 -6%
OBWG
2527
Onyx Bridge Wealth Group
New York
$407K +$69.6K +1,217 +22%
IAP
2528
Indie Asset Partners
Indiana
$407K +$26.7K +466 +7%
RCM
2529
Raleigh Capital Management
North Carolina
$406K -$559K -9,765 -59%
VST
2530
Van Strum & Towne
California
$406K
PCMF
2531
Private Capital Management (Florida)
Florida
$405K +$57 +1 +0%
LWM
2532
LJI Wealth Management
Indiana
$405K +$14.8K +258 +4%
HFM
2533
Harvest Fund Management
China
$405K +$385K +6,729 New
BA
2534
Ballast Advisors
Minnesota
$404K +$8.47K +148 +2%
MRCM
2535
M&R Capital Management
New Jersey
$404K -$16.1K -281 -4%
AC
2536
Apella Capital
Connecticut
$403K -$126K -2,197 -25%
MWP
2537
Meridian Wealth Partners
Pennsylvania
$402K +$64.8K +1,132 +20%
KBFS
2538
Kohmann Bosshard Financial Services
Ohio
$402K +$50K +873 +15%
KWM
2539
Kaydan Wealth Management
Michigan
$402K
WA
2540
Wealth Architects
California
$401K -$45.5K -795 -11%
ATWA
2541
Arbor Trust Wealth Advisors
Michigan
$400K +$34.3K +600 +10%
ACM
2542
Arcataur Capital Management
Wisconsin
$398K
AWM
2543
Allen Wealth Management
North Carolina
$398K +$48.6K +850 +15%
WFS
2544
Widmann Financial Services
Maryland
$397K -$68.5K -1,198 -15%
GSIAS
2545
Garden State Investment Advisory Services
New Jersey
$397K +$123K +2,151 +48%
PCS
2546
Private Client Services
Kentucky
$396K +$16.1K +282 +4%
WFA
2547
Wellspring Financial Advisors
Ohio
$396K +$110K +1,926 +41%
CWM
2548
Concentric Wealth Management
California
$396K -$28K -490 -7%
CFS
2549
Cannon Financial Strategists
Georgia
$395K
LKIM
2550
Lawson Kroeker Investment Management
Nebraska
$395K +$3.43K +60 +0.9%

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.