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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
SGCA
2826
Steel Grove Capital Advisors
Tennessee
$270K +$4.81K +84 +2%
LWM
2827
Liberty Wealth Management
California
$270K +$257K +4,485 New
SWM
2828
SilverOak Wealth Management
Minnesota
$270K
MCAI
2829
Members Capital Advisors Inc
Wisconsin
$269K
BIAS
2830
Beacon Investment Advisory Services
New Jersey
$269K -$5.95K -104 -2%
FMI
2831
F/M Investments
District of Columbia
$268K +$15.2K +265 +6%
WWG
2832
West Wealth Group
California
$267K +$515 +9 +0.2%
AFG
2833
Allegheny Financial Group
Pennsylvania
$267K +$4.69K +82 +2%
MAM
2834
Magellan Asset Management
Australia
$267K -$23.6K -413 -9%
CPA
2835
Capital Performance Advisors
California
$267K +$21.4K +374 +9%
VFG
2836
V2 Financial group
Illinois
$267K -$40.3K -705 -14%
LSA
2837
Lion Street Advisors
Texas
$266K -$193K -3,378 -67%
JCFM
2838
JBR Co Financial Management
Oklahoma
$266K +$858 +15 +0.3%
HWM
2839
Hemington Wealth Management
Virginia
$266K -$14K -245 -5%
TIM
2840
Total Investment Management
Arizona
$266K +$30.8K +539 +14%
CCA
2841
Conservest Capital Advisors
Pennsylvania
$266K +$572 +10 +0.2%
OWG
2842
Oxford Wealth Group
Florida
$266K +$253K +4,417 New
RWA
2843
River Wealth Advisors
Pennsylvania
$266K -$10.7K -187 -4%
WWMSC
2844
Wagner Wealth Management (South Carolina)
South Carolina
$266K +$12.9K +225 +5%
EL
2845
EMFO LLC
Florida
$265K
WCFA
2846
Walkner Condon Financial Advisors
Wisconsin
$264K +$251K +4,387 New
KFC
2847
Klingenstein Fields & Co
New York
$263K -$6.01K -105 -2%
FA
2848
Financial Advisors
Massachusetts
$263K +$286 +5 +0.1%
FNBSF
2849
First National Bank Sioux Falls
South Dakota
$263K
CPRC
2850
Consolidated Portfolio Review Corp
New York
$263K +$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.