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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
RA
2851
Rise Advisors
New York
$262K +$121K +2,122 +95%
AAP
2852
Arax Advisory Partners
Colorado
$262K +$1.14K +20 +0.5%
SWM
2853
Sendero Wealth Management
Texas
$262K +$25.6K +447 +11%
FFWM
2854
Future Financial Wealth Management
Ohio
$262K
TWM
2855
TriaGen Wealth Management
California
$262K
MPW
2856
MGO Private Wealth
California
$261K +$23.6K +413 +11%
FSA
2857
Financial Sense Advisors
California
$260K +$114 +2 +0%
FNWA
2858
Financial Network Wealth Advisors
Utah
$260K -$6.24K -109 -2%
HWM
2859
Horizon Wealth Management
Illinois
$260K +$247K +4,314 New
FMN
2860
Financial Management Network
California
$259K +$249K +4,357 New
ACM
2861
Ategra Capital Management
Virginia
$259K
CCM
2862
Crew Capital Management
Ohio
$259K +$246K +4,308 New
SHFA
2863
SS&H Financial Advisors
Michigan
$259K
NFG
2864
Nadler Financial Group
Illinois
$258K +$246K +4,291 New
HFW
2865
Horizon Family Wealth
Illinois
$258K +$3.95K +69 +2%
WGAM
2866
Wilkinson Global Asset Management
New York
$257K
CWM
2867
Collaborative Wealth Management
Florida
$257K -$6.81K -119 -3%
SIM
2868
SSI Investment Management
California
$257K -$4.63K -81 -2%
RHJA
2869
Rice Hall James & Associates
California
$256K -$8.58K -150 -3%
W
2870
WPWealth
Texas
$255K -$33.5K -586 -12%
FFL
2871
Financial Freedom LLC
Ohio
$255K +$343 +6 +0.1%
CWC
2872
Carolinas Wealth Consulting
North Carolina
$255K -$2.63M -46,015 -92%
AWM
2873
Austin Wealth Management
Texas
$253K +$222K +3,884 New
BAM
2874
Brave Asset Management
New Jersey
$253K +$241K +4,209 New
WA
2875
WP Advisors
California
$253K +$18.1K +317 +8%

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.