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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
CFD
3026
Creative Financial Designs
Indiana
$183K +$18.4K +322 +12%
KLWA
3027
Kelly Lawrence W & Associates
California
$181K +$172K +3,000 New
ITFISA
3028
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$176K -$3.09K -54 -2%
GC
3029
Garde Capital
Washington
$174K -$8.41K -147 -5%
DCBT
3030
Dakota Community Bank & Trust
North Dakota
$172K -$3.6K -63 -2%
MSG
3031
Main Street Group
Virginia
$170K +$12.6K +221 +8%
MSFP
3032
Mark Sheptoff Financial Planning
Connecticut
$168K -$412K -7,202 -72%
KWAG
3033
Kiely Wealth Advisory Group
North Carolina
$168K
BCM
3034
Blume Capital Management
California
$167K
CWA
3035
Carolina Wealth Advisors
South Carolina
$167K +$32.6K +570 +26%
AEPWM
3036
Atlantic Edge Private Wealth Management
Florida
$166K +$286 +5 +0.2%
TIM
3037
Thompson Investment Management
Wisconsin
$166K +$57 +1 +0%
MWA
3038
Miller Wealth Advisors
Colorado
$165K
MFA
3039
McClarren Financial Advisors
Pennsylvania
$164K +$95.5K +1,669 +159%
PCFFS
3040
Pacific Center for Financial Services
California
$162K
DFA
3041
DHJJ Financial Advisors
Illinois
$160K -$6.87K -120 -4%
RA
3042
Rational Advisors
New York
$159K -$44.7K -781 -23%
W
3043
WealthCollab
Washington
$159K -$4.63K -81 -3%
C
3044
Covestor
United Kingdom
$154K +$3.6K +63 +3%
JSAM
3045
J. Safra Asset Management
New York
$151K
IWP
3046
IAG Wealth Partners
Wisconsin
$149K +$107K +1,875 +309%
CCMI
3047
Creative Capital Management Investments
California
$148K -$3.6K -63 -2%
FFA
3048
Frazier Financial Advisors
Ohio
$147K +$6.81K +119 +5%
MIM
3049
Macroview Investment Management
Maryland
$146K
SL
3050
Salomon & Ludwin
Virginia
$145K +$65.2K +1,140 +89%

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.