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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
DWS
2976
Dynamic Wealth Strategies
California
$217K -$3.43K -60 -2%
PHAM
2977
Palisades Hudson Asset Management
Florida
$217K +$206K +3,593 New
FAM
2978
Flaharty Asset Management
Florida
$217K -$25.7K -449 -11%
BWP
2979
Barlow Wealth Partners
Kentucky
$216K +$206K +3,599 New
AC
2980
Avenir Corporation
Virginia
$216K +$205K +3,588 New
TPW
2981
TL Private Wealth
Texas
$216K +$206K +3,606 New
WCM
2982
WealthBridge Capital Management
Ohio
$215K +$204K +3,573 New
SCA
2983
STALEY CAPITAL ADVISERS
Pennsylvania
$215K +$204K +3,567 New
GWA
2984
Gratus Wealth Advisors
Virginia
$213K +$206K +3,600 New
SCM
2985
Sterneck Capital Management
Missouri
$213K -$691K -12,075 -77%
CJFS
2986
Coulter & Justus Financial Services
Tennessee
$213K -$31.2K -546 -13%
NCM
2987
Noesis Capital Mangement
Florida
$213K +$202K +3,537 New
LSA
2988
Lansing Street Advisors
Pennsylvania
$213K +$202K +3,532 New
TFCP
2989
Twin Focus Capital Partners
Massachusetts
$212K +$202K +3,523 New
CPIA
2990
Cornell Pochily Investment Advisors
New York
$211K +$201K +3,511 New
TWP
2991
Triad Wealth Partners
Kansas
$211K +$201K +3,510 New
LWA
2992
Lantern Wealth Advisors
New York
$211K -$103K -1,795 -34%
IA
2993
IFG Advisors
Missouri
$211K +$200K +3,500 New
TLCM
2994
Twin Lakes Capital Management
California
$210K
THWM
2995
Taylor Hoffman Wealth Management
Virginia
$210K +$200K +3,498 New
SDJVC
2996
St. Denis J. Villere & Co
Louisiana
$210K +$199K +3,482 New
EA
2997
Evolution Advisers
Virginia
$209K +$915 +16 +0.5%
LC
2998
Landaas & Company
Wisconsin
$209K +$199K +3,474 New
HA
2999
Hofer & Associates
California
$209K +$199K +3,470 New
LWM
3000
Laidlaw Wealth Management
New York
$209K -$434K -7,581 -69%

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.