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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
Cohen & Steers
2876
Cohen & Steers
New York
$253K
XT
2877
XTX Topco
Cayman Islands
$253K -$1.91M -33,320 -89%
ACM
2878
Armbruster Capital Management
New York
$253K
CIS
2879
Connors Investor Services
Pennsylvania
$253K
AF
2880
Apollon Financial
South Carolina
$252K
PA
2881
Parkside Advisors
California
$252K +$1.14K +20 +0.5%
ODIJL
2882
One Day In July LLC
Vermont
$252K +$239K +4,182 New
CWM
2883
Campbell Wealth Management
Virginia
$251K +$238K +4,166 New
DA
2884
Dover Advisors
Virginia
$251K +$238K +4,167 New
AFP
2885
Alpha Financial Partners
Kentucky
$251K +$238K +4,165 New
AIP
2886
Almanack Investment Partners
Pennsylvania
$250K +$238K +4,163 New
LAM
2887
Lewis Asset Management
California
$250K +$11.8K +206 +5%
ACP
2888
Arcus Capital Partners
Georgia
$250K +$915 +16 +0.4%
APWA
2889
Atlas Private Wealth Advisors
New Jersey
$250K -$236K -4,129 -50%
FWI
2890
Facet Wealth Inc
Maryland
$249K -$11.9K -208 -5%
BMCM
2891
Bryn Mawr Capital Management
Pennsylvania
$248K -$4.12K -72 -2%
SFG
2892
SNS Financial Group
Minnesota
$248K -$3.32K -58 -1%
AWM
2893
Accel Wealth Management
Iowa
$248K +$236K +4,125 New
MFT
2894
Moisand Fitzgerald Tamayo
Florida
$248K -$10.8K -189 -4%
SCM
2895
Seascape Capital Management
New Hampshire
$247K -$21.3K -372 -8%
HWA
2896
Heartwood Wealth Advisors
Virginia
$247K -$28.5K -498 -11%
RIM
2897
Reliant Investment Management
Tennessee
$247K
AFAS
2898
Acorn Financial Advisory Services
Virginia
$246K -$316K -5,526 -57%
ICM
2899
Intrepid Capital Management
Florida
$246K +$83.9K +1,467 +56%
LAM
2900
L2 Asset Management
Massachusetts
$245K +$233K +4,069 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.