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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
AIFAIM
2551
American Institute for Advanced Investment Management
Arizona
$395K -$13.4K -235 -3%
NCM
2552
Northside Capital Management
Oregon
$395K
IIM
2553
InTrack Investment Management
Vermont
$395K +$97.6K +1,706 +35%
ACM
2554
Advance Capital Management
Michigan
$394K -$35.6K -622 -9%
FZCM
2555
Flynn Zito Capital Management
New York
$394K +$93.6K +1,636 +33%
EFL
2556
ERn Financial LLC
Wisconsin
$394K -$6.92K -121 -2%
SFG
2557
Sovereign Financial Group
Connecticut
$392K +$5.26K +92 +1%
MSRI
2558
Michael S. Ryan Inc
New York
$392K -$9.78K -171 -3%
FA
2559
FDx Advisors
Illinois
$391K -$669K -11,692 -64%
SWS
2560
SYSTM Wealth Solutions
Illinois
$390K -$8.13K -142 -2%
SB
2561
Sunflower Bank
Texas
$389K +$3.43K +60 +0.9%
PFM
2562
Phillips Financial Management
Indiana
$389K +$6.01K +105 +2%
BWP
2563
Bernardo Wealth Planning
Pennsylvania
$388K -$4.23K -74 -1%
SIP
2564
Stoneridge Investment Partners
Pennsylvania
$388K -$2.41M -42,195 -87%
BMWM
2565
Brown Miller Wealth Management
Virginia
$388K +$57 +1 +0%
GPFA
2566
Game Plan Financial Advisors
Ohio
$387K -$178K -3,116 -33%
CASC
2567
Coppell Advisory Solutions Corp
Texas
$387K +$368K +6,426 New
PWM
2568
Paulson Wealth Management
Illinois
$386K -$11K -192 -3%
SC
2569
Stephens Consulting
Michigan
$385K -$8.64K -151 -2%
CA
2570
Centerpoint Advisors
Massachusetts
$384K
GAM
2571
Gemmer Asset Management
California
$383K +$401 +7 +0.1%
CW
2572
Channel Wealth
California
$383K -$2.4K -42 -0.7%
SIA
2573
Strategic Investment Advisors
Michigan
$383K +$139K +2,433 +62%
BSSFA
2574
Baron Silver Stevens Financial Advisors
Florida
$383K -$70.7K -1,236 -16%
LWMG
2575
Levy Wealth Management Group
Pennsylvania
$382K -$277K -4,846 -67%

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.