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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
SL
2601
Summitry LLC
California
$369K +$22K +384 +7%
NRA
2602
NSI Retail Advisors
Pennsylvania
$369K -$97.3K -1,700 -22%
PIFP
2603
Partners in Financial Planning
Virginia
$368K
FH
2604
FWG Holdings
Florida
$367K -$1.54K -27 -0.4%
GC
2605
Gibson Capital
Pennsylvania
$367K
ZF
2606
Zega Financial
Florida
$367K -$1.03K -18 -0.3%
PFA
2607
Pettinga Financial Advisors
Indiana
$367K +$458 +8 +0.1%
LCWP
2608
Legacy Capital Wealth Partners
Arkansas
$366K -$26.3M -459,821 -99%
PCA
2609
Pallas Capital Advisors
Massachusetts
$366K -$4K -70 -1%
EA
2610
Echo45 Advisors
California
$366K -$3.78K -66 -1%
JFA
2611
JNBA Financial Advisors
Minnesota
$365K -$7.15K -125 -2%
MCM
2612
Magnolia Capital Management
New York
$365K
BFA
2613
Beacon Financial Advisory
Ohio
$364K -$3.72K -65 -1%
ETIA
2614
Epic Trust Investment Advisors
Washington
$364K +$80.7K +1,411 +30%
RFA
2615
Rollins Financial Advisors
New York
$363K -$20.1K -352 -6%
OPWM
2616
Oakwell Private Wealth Management
Texas
$363K -$22.1K -387 -6%
GAG
2617
GM Advisory Group
New York
$363K +$8.07K +141 +2%
CFG
2618
CKW Financial Group
Hawaii
$363K
CW
2619
Connectus Wealth
Ohio
$362K -$2.61M -45,684 -88%
MKC
2620
M. Kraus & Co
Vermont
$362K +$1.72K +30 +0.5%
PJSIMP
2621
P.J. Schmidt Investment Management (PJS)
Wisconsin
$362K +$20K +349 +6%
PWM
2622
Prosperity Wealth Management
California
$361K +$27.1K +474 +9%
EWM
2623
Evergreen Wealth Management
Michigan
$361K
NCM
2624
NCM Capital Management
New Jersey
$361K +$34.4K +601 +11%
IWP
2625
Invenio Wealth Partners
Florida
$360K +$343K +5,988 New

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.