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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
BWP
2651
Balboa Wealth Partners
Arizona
$348K +$8.07K +141 +3%
LFA
2652
Lauterbach Financial Advisors
Texas
$348K +$57 +1 +0%
CPL
2653
CAP Partners LLC
Tennessee
$347K +$9.61K +168 +3%
SWM
2654
Seaside Wealth Management
California
$347K
AWM
2655
Avaii Wealth Management
Wisconsin
$346K -$973 -17 -0.3%
LF
2656
LifePlan Financial
Minnesota
$346K
TAM
2657
Tealwood Asset Management
Minnesota
$346K
SRC
2658
Sage Rhino Capital
California
$346K -$7.27K -127 -2%
OL
2659
Owen LaRue
Kentucky
$343K -$14.4K -252 -4%
IFU
2660
iSAM Funds (UK)
United Kingdom
$343K -$1.34M -23,351 -80%
KWA
2661
Kellett Wealth Advisors
Ohio
$342K +$57 +1 +0%
OWA
2662
Outlook Wealth Advisors
Texas
$342K -$7.9K -138 -2%
OWA
2663
Opal Wealth Advisors
New York
$342K -$5.04K -88 -2%
WPWM
2664
Western Pacific Wealth Management
Illinois
$342K
SP
2665
Sequent Planning
Nebraska
$341K +$325K +5,673 New
MLFP
2666
MPS Loria Financial Planners
Illinois
$341K -$81.7K -1,428 -20%
EI
2667
Ellevest Inc
New York
$340K +$33K +577 +11%
CAWM
2668
Capital Advisors Wealth Management
Washington
$340K +$27.6K +482 +9%
CC
2669
Commons Capital
Massachusetts
$340K +$858 +15 +0.3%
DM
2670
Deerfield Management
New York
$339K +$323K +5,637 New
SCM
2671
Semanteon Capital Management
Massachusetts
$337K +$321K +5,609 New
ZB
2672
Zions Bancorporation
Utah
$335K +$32.3K +564 +11%
CWG
2673
Crown Wealth Group
North Carolina
$334K +$18.8K +328 +6%
MIFH
2674
Migdal Insurance & Financial Holdings
Israel
$333K +$23.4K +409 +8%
DWM
2675
Dogwood Wealth Management
Kansas
$332K +$50K +874 +19%

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.