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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
ADBIC
2801
A.D. Beadell Investment Counsel
Wisconsin
$280K -$28.6K -500 -10%
ME
2802
McIlrath & Eck
Washington
$280K
VW
2803
Vance Wealth
California
$280K +$31.6K +552 +13%
BCB
2804
Brian C. Broderick
$280K
IPWA
2805
International Private Wealth Advisors
California
$279K -$3.66K -64 -1%
MCP
2806
Mirador Capital Partners
California
$279K +$4.58K +80 +2%
PIAS
2807
PCA Investment Advisory Services
Ohio
$278K +$23.1K +403 +10%
SIC
2808
Shoker Investment Counsel
Ohio
$277K +$172 +3 +0.1%
TVAMP
2809
Tennessee Valley Asset Management Partners
Tennessee
$277K +$74.9K +1,309 +40%
CWAF
2810
Core Wealth Advisors (Florida)
Florida
$276K +$5.15K +90 +2%
JWM
2811
Jupiter Wealth Management
Colorado
$276K +$146K +2,550 +126%
HWM
2812
Hohimer Wealth Management
Washington
$275K +$262K +4,578 New
AHL
2813
Abel Hall LLC
Louisiana
$275K +$8.53K +149 +3%
APW
2814
Aurora Private Wealth
New Jersey
$275K +$262K +4,575 New
DWM
2815
Dechtman Wealth Management
Colorado
$274K +$858 +15 +0.3%
FWM
2816
Forza Wealth Management
Florida
$274K
EM
2817
ELCO Management
New York
$273K +$260K +4,542 New
TP
2818
Tranquility Partners
Tennessee
$272K +$7.95K +139 +3%
KFI
2819
Key Financial Inc
Pennsylvania
$271K
CWM
2820
C2C Wealth Management
Arizona
$271K -$606K -10,590 -70%
GSCM
2821
Greenfield Seitz Capital Management
Texas
$271K
HCM
2822
Huber Capital Management
California
$271K
IPAM
2823
Investment Partners Asset Management
New Jersey
$270K
MWA
2824
Motive Wealth Advisors
Michigan
$270K +$257K +4,491 New
AA
2825
Aire Advisors
California
$270K +$15K +262 +6%

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.