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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
MWM
3001
Marion Wealth Management
Pennsylvania
$209K +$198K +3,467 New
CIAS
3002
CBIZ Investment Advisory Services
Ohio
$208K +$197K +3,443 New
TSWM
3003
Tyler-Stone Wealth Management
Ohio
$207K -$4.69K -82 -2%
MIM
3004
Meixler Investment Management
Arizona
$207K -$30.3K -530 -13%
WKSWA
3005
White Knight Strategic Wealth Advisors
New Jersey
$207K -$68.7K -1,200 -26%
TF
3006
Threadgill Financial
Texas
$206K +$196K +3,418 New
CAM
3007
Campion Asset Management
Virginia
$205K +$195K +3,415 New
MAC
3008
Mason & Associates (California)
California
$205K +$195K +3,412 New
EBSAM
3009
Eubel Brady & Suttman Asset Management
Ohio
$205K +$195K +3,405 New
TWA
3010
Talisman Wealth Advisors
New Jersey
$203K +$193K +3,374 New
RIS
3011
Retirement Income Solutions
Michigan
$203K +$193K +3,374 New
LAM
3012
LifePro Asset Management
California
$203K +$193K +3,370 New
CFA
3013
Cahill Financial Advisors
Minnesota
$203K +$193K +3,369 New
AGA
3014
Accuvest Global Advisors
Utah
$202K +$193K +3,365 New
CFP
3015
Curran Financial Partners
South Carolina
$202K +$192K +3,357 New
TFIPS
3016
Towarzystwo Funduszy Inwestycyjnych PZU SA
$202K
CWA
3017
CJM Wealth Advisers
Virginia
$202K +$192K +3,354 New
AFM
3018
Armstrong Fleming & Moore
District of Columbia
$200K +$191K +3,330 New
SDWIA
3019
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$200K -$37.5K -656 -16%
VWM
3020
Valley Wealth Managers
New Jersey
$196K -$172 -3 -0.1%
FCMT
3021
Founders Capital Management (Texas)
Texas
$193K +$2.12K +37 +1%
AFWM
3022
Abich Financial Wealth Management
Virginia
$188K +$6.69K +117 +4%
APC
3023
Aspire Private Capital
North Carolina
$187K +$35.7K +624 +25%
BGAI
3024
Bruce G. Allen Investments
Colorado
$184K -$11.8K -206 -6%
PCM
3025
Perritt Capital Management
Illinois
$183K +$572 +10 +0.3%

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.