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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
SCM
2701
Stordahl Capital Management
Colorado
$319K -$8.01K -140 -3%
CAM
2702
Cypress Asset Management
Texas
$319K -$10.6K -186 -4%
RCM
2703
RNC Capital Management
California
$318K +$72.9K +1,274 +32%
CT
2704
Clearstead Trust
Maine
$318K +$7.38K +129 +3%
KFP
2705
Keener Financial Planning
Texas
$318K +$14.2K +249 +5%
VP
2706
Verum Partners
North Carolina
$318K +$10.1K +176 +3%
ES
2707
Eagle Strategies
New York
$317K +$23.2K +405 +8%
BDFN
2708
Bond & Devick Financial Network
Minnesota
$317K +$1.54K +27 +0.5%
AIA
2709
Affinity Investment Advisors
California
$317K
UB
2710
Umpqua Bank
Oregon
$316K +$300K +5,251 New
NSB
2711
Norway Savings Bank
Maine
$316K -$2.75K -48 -0.9%
MHWM
2712
Montz Harcus Wealth Management
Louisiana
$315K +$3.55K +62 +1%
MA
2713
Mezzasalma Advisors
New Jersey
$315K +$17.9K +312 +6%
SL
2714
Sentinus LLC
Illinois
$315K +$300K +5,238 New
HBW
2715
Hazlett, Burt & Watson
West Virginia
$315K +$5.49K +96 +2%
LFG
2716
Lockerman Financial Group
California
$315K -$4.12K -72 -1%
CWM
2717
Centurion Wealth Management
Virginia
$315K +$1.77K +31 +0.6%
HIM
2718
Hanlon Investment Management
New Jersey
$314K -$11.6K -202 -4%
BA
2719
Ballew Advisors
Mississippi
$312K +$229 +4 +0.1%
BFA
2720
Bright Financial Advisors
Michigan
$312K +$301K +5,268 New
PCH
2721
PGIM Custom Harvest
New Jersey
$311K +$39.8K +696 +16%
FSG
2722
Financial Strategies Group
Michigan
$310K
SI
2723
Seeds Investor
New York
$310K +$295K +5,155 New
PS
2724
Planned Solutions
California
$310K
BCP
2725
Berkeley Capital Partners
Georgia
$310K +$6.98K +122 +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.