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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
IFS
2751
Intelligent Financial Strategies
Minnesota
$293K
DTC
2752
Davidson Trust Company
Washington
$292K -$973 -17 -0.3%
MAA
2753
Matrix Asset Advisors
New York
$291K -$17.4K -304 -6%
NFC
2754
Northeast Financial Consultants
Connecticut
$291K
BFG
2755
Bouchey Financial Group
New York
$290K +$57 +1 +0%
MCA
2756
Maryland Capital Advisors
Maryland
$290K
PMFA
2757
Plante Moran Financial Advisors
Michigan
$290K -$83.8K -1,464 -23%
MAG
2758
Mokosak Advisory Group
Iowa
$290K +$1.32K +23 +0.5%
FMP
2759
Financial Management Professionals
Texas
$289K -$13K -227 -5%
HPM
2760
Hoxton Planning & Management
West Virginia
$289K +$11.6K +202 +4%
SSA
2761
Sierra Summit Advisors
Nevada
$289K
CCP
2762
Clarkston Capital Partners
Michigan
$289K +$34.4K +601 +14%
BF
2763
Brogan Financial
Tennessee
$288K +$274K +4,794 New
JWBC
2764
J.W. Burns & Co
New York
$288K -$26.6K -465 -9%
WAM
2765
Worth Asset Management
Texas
$288K +$274K +4,786 New
KA
2766
KLCM Advisors
Wisconsin
$288K +$16.6K +290 +6%
UF
2767
Univest Financial
Pennsylvania
$287K -$77.6K -1,357 -22%
ES
2768
ETF Store
Kansas
$287K -$3.09K -54 -1%
MF
2769
Montis Financial
Massachusetts
$287K -$30.4K -531 -10%
FTIS
2770
First Trust Investment Solutions
Florida
$286K -$36.4K -636 -12%
SW
2771
Schulz Wealth
Texas
$286K
CFO
2772
Collective Family Office
Pennsylvania
$286K
CSIA
2773
Charles Schwab Investment Advisory
California
$286K +$50.1K +875 +23%
CFGA
2774
Cambridge Financial Group (Arizona)
Arizona
$286K -$32.9K -575 -11%
RIG
2775
Renaissance Investment Group
Massachusetts
$286K -$858 -15 -0.3%

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.