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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
BWM
2726
Birchcreek Wealth Management
Ohio
$308K -$11.2K -195 -4%
BWAM
2727
Boyd Watterson Asset Management
Ohio
$308K
HHWM
2728
Hiley Hunt Wealth Management
Nebraska
$305K +$22.7K +396 +8%
AC
2729
Anson Capital
Georgia
$304K +$290K +5,060 New
SPWM
2730
Schrum Private Wealth Management
Florida
$302K +$288K +5,026 New
GAB
2731
German American Bancorp
Indiana
$302K -$26.8K -468 -9%
LSIA
2732
LaSalle St. Investment Advisors
Illinois
$301K +$225K +3,941 New
IFPG
2733
Intrepid Financial Planning Group
Indiana
$301K
UW
2734
Unique Wealth
Florida
$301K -$10.2K -179 -3%
HGWM
2735
Horst & Graben Wealth Management
Oregon
$300K +$2.46K +43 +0.9%
DWMS
2736
Dominguez Wealth Management Solutions
Virginia
$299K +$31.7K +554 +13%
VBFG
2737
Vishria Bird Financial Group
Tennessee
$299K +$6.87K +120 +2%
BAM
2738
Bosun Asset Management
Illinois
$298K -$692K -12,094 -71%
AP
2739
Adero Partners
California
$297K +$57 +1 +0%
EWM
2740
Elevatus Welath Management
New York
$297K +$7.55K +132 +3%
EA
2741
Eclectic Associates
California
$296K +$282K +4,922 New
W
2742
WorthPointe
California
$296K -$32.1K -561 -10%
ACA
2743
Affinity Capital Advisors
California
$295K +$15.5K +271 +6%
EBT
2744
Enterprise Bank & Trust
Massachusetts
$295K +$858 +15 +0.3%
SIA
2745
Soltis Investment Advisors
Utah
$295K +$281K +4,906 New
TB
2746
Terril Brothers
Missouri
$295K
CCP
2747
Cassia Capital Partners
North Carolina
$294K -$8.7K -152 -3%
SWM
2748
SFG Wealth Management
Maryland
$293K -$68.3K -1,194 -20%
LCM
2749
LVM Capital Management
Michigan
$293K -$751K -13,134 -73%
GA
2750
Gordian Advisors
Arizona
$293K +$26.2K +458 +10%

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.