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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
GHA
2576
Granite Harbor Advisors
Texas
$381K +$13K +227 +4%
AGWCA
2577
Annis Gardner Whiting Capital Advisors
Florida
$381K +$73.6K +1,286 +26%
SRL
2578
Scientech Research LLC
New Jersey
$381K +$362K +6,324 New
UFF
2579
USA Financial Formulas
Michigan
$380K -$378K -6,609 -51%
C
2580
CEDRUS
Colorado
$380K -$52.9K -925 -13%
GJIA
2581
Glass Jacobson Investment Advisors
Maryland
$380K -$57 -1 -0%
AIA
2582
Alera Investment Advisors
Illinois
$379K +$16.8K +293 +5%
AWM
2583
Atticus Wealth Management
Florida
$379K -$74.3K -1,299 -17%
NPFS
2584
Novak & Powell Financial Services
Florida
$379K +$8.7K +152 +2%
IA
2585
Inspire Advisors
Idaho
$379K +$7.9K +138 +2%
SCM
2586
Sage Capital Management
New Jersey
$378K +$286 +5 +0.1%
BWM
2587
BlackDiamond Wealth Management
New York
$378K -$7.95K -139 -2%
EWM
2588
Evermay Wealth Management
Virginia
$376K -$1.89K -33 -0.5%
ECM
2589
Exchange Capital Management
Michigan
$375K +$10K +175 +3%
MWM
2590
MinichMacGregor Wealth Management
New York
$375K -$1.83K -32 -0.5%
GITFIT
2591
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$373K
HFAS
2592
Hummer Financial Advisory Services
Illinois
$372K
BWM
2593
BCS Wealth Management
Tennessee
$372K +$36.8K +644 +12%
LRWA
2594
Long Run Wealth Advisors
New York
$371K -$8.64K -151 -2%
PCI
2595
Planning Center Inc
Illinois
$370K +$973 +17 +0.3%
MS
2596
Maven Securities
Jersey
$370K +$352K +6,152 New
ACM
2597
AUA Capital Management
Pennsylvania
$370K -$9.61K -168 -3%
ACM
2598
Absolute Capital Management
Pennsylvania
$370K +$352K +6,146 New
RWMG
2599
Redwood Wealth Management Group
New Jersey
$370K +$6.98K +122 +2%
SAM
2600
Synergy Asset Management
Washington
$370K -$458 -8 -0.1%

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.