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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
MCB
2901
Morton Community Bank
Illinois
$244K -$15.4K -270 -6%
PSP
2902
Principal Street Partners
Tennessee
$244K -$8.3K -145 -3%
BCM
2903
BlueCrest Capital Management
Jersey
$244K -$3.57M -62,313 -94%
CWM
2904
CarsonAllaria Wealth Management
Illinois
$244K +$62.3K +1,088 +37%
AF
2905
Apexium Financial
Texas
$244K -$4.89M -85,550 -95%
TC
2906
TAP Consulting
Missouri
$244K +$172 +3 +0.1%
CTWM
2907
Cherry Tree Wealth Management
Minnesota
$243K +$3.43K +60 +2%
TCFP
2908
Treasure Coast Financial Planning
Florida
$242K +$230K +4,028 New
WPW
2909
Watershed Private Wealth
Illinois
$242K +$230K +4,026 New
TFA
2910
Tobias Financial Advisors
Florida
$242K +$230K +4,024 New
HAS
2911
HBW Advisory Services
California
$242K -$175K -3,066 -67%
CMS
2912
Capital Market Strategies
Florida
$242K
CPA
2913
Court Place Advisors
Maryland
$242K -$57 -1 -0%
TCM
2914
Towercrest Capital Management
Pennsylvania
$241K -$1.43K -25 -0.6%
RCA
2915
Ranch Capital Advisors
Florida
$241K +$401 +7 +0.2%
OTL
2916
Oak Thistle LLC
New York
$241K +$229K +4,001 New
PW
2917
Peninsula Wealth
California
$240K +$228K +3,988 New
NMG
2918
New Millennium Group
Utah
$239K +$458 +8 +0.2%
AWAP
2919
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$238K +$227K +3,961 New
OA
2920
Oceanside Advisors
South Carolina
$238K -$28K -489 -11%
TFF
2921
The Family Firm
Maryland
$238K +$458 +8 +0.2%
AFS
2922
Annapolis Financial Services
Maryland
$237K -$297K -5,190 -57%
VSQM
2923
V-Square Quantitative Management
Illinois
$236K
FA
2924
Fermata Advisors
California
$236K -$315K -5,497 -58%
BWFA
2925
Baltimore-Washington Financial Advisors
Maryland
$236K +$224K +3,918 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.