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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
GA
2776
Gateway Advisory
New Jersey
$285K -$16K -279 -6%
CA
2777
Calton & Associates
Florida
$285K -$434K -7,593 -62%
FP
2778
Financial Perspectives
Minnesota
$285K +$172 +3 +0.1%
TWG
2779
The Wealth Group
Minnesota
$284K -$43.3K -756 -14%
PHIC
2780
Pine Haven Investment Counsel
Massachusetts
$284K -$8.58K -150 -3%
CYG
2781
Clean Yield Group
Vermont
$284K
FBB
2782
Fulton Breakefield Broenniman
Maryland
$284K -$47.8K -836 -15%
RPSA
2783
Richard P. Slaughter Associates
Texas
$284K
OLVIG
2784
Oliver Lagore Vanvalin Investment Group
Michigan
$284K -$1.89K -33 -0.7%
MGWM
2785
Marks Group Wealth Management
Minnesota
$284K -$7.38K -129 -3%
RTC
2786
Riverview Trust Company
Washington
$284K
WWC
2787
Waypoint Wealth Counsel
Georgia
$284K +$4.23K +74 +2%
SEP
2788
Southland Equity Partners
Missouri
$283K -$744 -13 -0.3%
SC
2789
Schoolcraft Capital
Colorado
$283K -$18K -315 -6%
AA
2790
Acorns Advisers
California
$283K +$269K +4,703 New
PJWM
2791
Philip James Wealth Mangement
Georgia
$283K -$25.4K -444 -9%
TCM
2792
Tradewinds Capital Management
Washington
$283K +$173K +3,020 +180%
AW
2793
Atlas Wealth
Ohio
$282K
FCM
2794
Firestone Capital Management
Florida
$282K -$172 -3 -0.1%
WSWA
2795
Warren Street Wealth Advisors
California
$281K +$17.3K +302 +7%
WCWM
2796
Willow Creek Wealth Management
California
$281K -$1.89K -33 -0.7%
MAWAG
2797
Mid-American Wealth Advisory Group
Missouri
$281K +$267K +4,668 New
HIM
2798
Hillsdale Investment Management
Ontario, Canada
$281K -$35.5K -620 -12%
RRA
2799
Round Rock Advisors
Connecticut
$280K
CFG
2800
Clayton Financial Group
Missouri
$280K +$266K +4,657 New

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.