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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
FI
2626
FWG Investments
Kentucky
$359K +$3.26K +57 +1%
PAA
2627
Peregrine Asset Advisers
Oregon
$359K
CA
2628
Claris Advisors
Missouri
$359K +$8.18K +143 +2%
PWP
2629
Phillips Wealth Planners
Mississippi
$358K +$24.4K +426 +8%
HC
2630
Hamilton Capital
Ohio
$358K -$49.1K -858 -13%
MAG
2631
M3 Advisory Group
Massachusetts
$357K +$35.7K +624 +12%
NCM
2632
Nelson Capital Management
California
$356K +$21.6K +378 +7%
FDDB
2633
Fidelity D&D Bancorp
Pennsylvania
$356K -$12.5K -219 -4%
BONST
2634
Bank of Nova Scotia Trust
Ontario, Canada
$356K
HPC
2635
Hobart Private Capital
North Carolina
$355K -$9.96K -174 -3%
PFA
2636
Pinnacle Family Advisors
Missouri
$355K +$44.6K +780 +15%
ICM
2637
Ionic Capital Management
New York
$354K +$337K +5,891 New
FWM
2638
ForthRight Wealth Management
Georgia
$354K +$57 +1 +0%
FL
2639
Fort LP
Maryland
$354K -$35.4K -618 -10%
HFS
2640
HBC Financial Services
Washington
$353K
IF
2641
Insight Folios
North Carolina
$352K -$27.4K -478 -8%
HHAA
2642
Henry H. Armstrong Associates
Pennsylvania
$352K +$6.29K +110 +2%
MTC
2643
McDaniel Terry & Co
Texas
$352K +$35.5K +621 +12%
WPA
2644
West Paces Advisors
Georgia
$351K +$9.61K +168 +3%
GIA
2645
Guyasuta Investment Advisors
Pennsylvania
$350K -$254K -4,444 -67%
ST
2646
Sentinel Trust
Texas
$350K
LWM
2647
Lyell Wealth Management
California
$349K +$64.1K +1,121 +24%
THL
2648
Tillman Hartley LLC
Colorado
$349K +$4.41K +77 +1%
MFA
2649
Mayflower Financial Advisors
Massachusetts
$349K +$8.98K +157 +3%
OCM
2650
Objective Capital Management
Ohio
$348K +$4.29K +75 +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.