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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
MIP
2926
Marietta Investment Partners
Wisconsin
$236K
LA
2927
Latitude Advisors
Florida
$235K -$19.7K -345 -8%
WIA
2928
Westbourne Investment Advisors
Maryland
$235K +$223K +3,904 New
PRI
2929
Prepared Retirement Institute
Pennsylvania
$235K
APW
2930
Acima Private Wealth
Virginia
$235K
PHWM
2931
Pine Harbor Wealth Management
Maryland
$234K -$82.7K -1,446 -27%
PCMC
2932
Private Capital Management (Colorado)
Colorado
$233K -$1.03K -18 -0.5%
AW
2933
Alaethes Wealth
Nevada
$232K -$3.38K -59 -2%
GWP
2934
Gateway Wealth Partners
Wisconsin
$232K -$42.8K -748 -16%
NEPPG
2935
New England Professional Planning Group
Rhode Island
$231K -$687 -12 -0.3%
AIMA
2936
Ables Iannone Moore & Associates
Georgia
$231K
SFS
2937
Searcy Financial Services
Kansas
$231K +$57 +1 +0%
GFG
2938
Goldstone Financial Group
Illinois
$230K -$5.04K -88 -2%
CWA
2939
Consilio Wealth Advisors
Washington
$230K +$219K +3,820 New
LP
2940
LGL Partners
Pennsylvania
$230K -$13.7K -240 -6%
PWM
2941
Palumbo Wealth Management
New York
$228K -$2.29K -40 -1%
TS
2942
Tamar Securities
California
$228K +$217K +3,790 New
PDL
2943
Portfolio Design Labs
California
$228K -$1.46M -25,593 -87%
GWM
2944
Glass Wealth Management
Texas
$228K +$216K +3,783 New
AWA
2945
Aletheian Wealth Advisors
Washington
$227K +$216K +3,773 New
JWS
2946
Juncture Wealth Strategies
Arizona
$227K +$216K +3,771 New
GA
2947
GSG Advisors
New Jersey
$227K -$1.72K -30 -0.8%
PCM
2948
Pointe Capital Management
Michigan
$226K +$215K +3,762 New
WF
2949
Whelan Financial
California
$226K +$215K +3,756 New
CAL
2950
Capital Advisors Ltd
Ohio
$226K +$11.7K +205 +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.