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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
AW
2951
Avion Wealth
Texas
$225K +$39.7K +693 +23%
TRIA
2952
Trail Ridge Investment Advisors
Colorado
$225K +$214K +3,735 New
IA
2953
IMZ Advisory
Florida
$224K -$57 -1 -0%
GF
2954
Gries Financial
Ohio
$224K +$213K +3,716 New
DFG
2955
Demars Financial Group
Washington
$224K -$188K -3,292 -47%
LWMI
2956
Landmark Wealth Management (Illinois)
Illinois
$223K +$212K +3,711 New
CCWM
2957
Correct Capital Wealth Management
Missouri
$223K -$6.18K -108 -3%
JWWM
2958
Johnson & White Wealth Management
Pennsylvania
$223K +$212K +3,709 New
CIC
2959
Concord Investment Counsel
California
$222K +$211K +3,696 New
KWM
2960
Kolinsky Wealth Management
New Jersey
$222K +$211K +3,692 New
ECML
2961
Eagle Capital Management (Louisiana)
Louisiana
$222K +$211K +3,687 New
MPW
2962
Monterey Private Wealth
California
$221K +$210K +3,671 New
OFW
2963
Omnia Family Wealth
Florida
$221K +$209K +3,654 New
CTA
2964
Chesley Taft & Associates
Illinois
$220K +$210K +3,663 New
VIM
2965
Vista Investment Management
Pennsylvania
$220K +$209K +3,661 New
KCM
2966
Kendall Capital Management
Maryland
$220K +$209K +3,660 New
CPSC
2967
Carl P. Sherr & Co
Massachusetts
$220K +$209K +3,655 New
DWG
2968
Darden Wealth Group
Michigan
$220K +$209K +3,655 New
CWA
2969
Capital Wealth Alliance
Arizona
$220K +$209K +3,655 New
TF
2970
Talbot Financial
Washington
$219K +$209K +3,647 New
ECAM
2971
East Coast Asset Management
Massachusetts
$219K +$209K +3,644 New
GWAM
2972
Guardian Wealth Advisors (Minnesota)
Minnesota
$219K +$209K +3,644 New
RHP
2973
Royal Harbor Partners
Texas
$219K +$208K +3,639 New
IAG
2974
Investment Advisory Group
Massachusetts
$219K +$208K +3,633 New
GWWM
2975
Great Waters Wealth Management
Minnesota
$218K +$207K +3,622 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.