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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
RFN
2676
Redwood Financial Network
Ohio
$331K +$286 +5 +0.1%
PP
2677
Pegasus Partners
Wisconsin
$331K
PCWA
2678
Pacific Capital Wealth Advisors
California
$331K +$37K +647 +13%
PAM
2679
Peak Asset Management
Colorado
$330K -$687 -12 -0.2%
GB
2680
Goepper Burkhardt
South Carolina
$330K +$43.6K +762 +16%
Financial Engines Advisors
2681
Financial Engines Advisors
California
$330K -$180K -3,148 -37%
KIG
2682
Kennedy Investment Group
New Jersey
$330K +$90.4K +1,580 +41%
CF
2683
Convergence Financial
Missouri
$329K -$24.1K -422 -7%
AWA
2684
Amplius Wealth Advisors
Pennsylvania
$329K -$10.3K -180 -3%
FAM
2685
Family Asset Management
South Carolina
$327K +$3.03K +53 +1%
MC
2686
Mirabaud & Cie
Switzerland
$327K -$1.32M -23,100 -81%
BHB
2687
Bank Hapoalim BM
Israel
$326K -$74.7K -1,305 -19%
TT
2688
TI-Trust
Illinois
$326K +$310K +5,415 New
DA
2689
Drake & Associates
Wisconsin
$325K -$15.6K -273 -5%
FIC
2690
Family Investment Center
Missouri
$325K +$172 +3 +0.1%
EWA
2691
Evolution Wealth Advisors
Florida
$325K +$309K +5,400 New
SC
2692
Sawyer & Company
Massachusetts
$324K +$52.4K +915 +20%
VCM
2693
Versant Capital Management
Arizona
$324K +$17.8K +311 +6%
WAG
2694
Wheelhouse Advisory Group
Missouri
$324K +$6.58K +115 +2%
PCM
2695
Poehling Capital Management
Wisconsin
$324K +$8.47K +148 +3%
SWP
2696
Significant Wealth Partners
Illinois
$323K -$391K -6,835 -56%
LWM
2697
Lodestone Wealth Management
Washington
$320K -$1.77K -31 -0.6%
PF
2698
Prosperitas Financial
California
$320K -$167K -2,911 -35%
MA
2699
MBA Advisors
Pennsylvania
$319K -$30.5K -533 -9%
CCP
2700
Carmel Capital Partners
California
$319K +$7.21K +126 +2%

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.