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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
CWM
3051
Cranbrook Wealth Management
Michigan
$143K
TFA
3052
Transamerica Financial Advisors
Florida
$141K -$998K -17,445 -88%
SNB
3053
Security National Bank
Nebraska
$141K -$22.1K -387 -14%
CPG
3054
Cornerstone Planning Group
New Jersey
$139K -$19.9K -347 -13%
SWC
3055
Spectrum Wealth Counsel
Indiana
$139K -$38.2K -667 -22%
CAM
3056
Clarity Asset Management
Iowa
$137K -$6.41K -112 -5%
DMIC
3057
Dixon Mitchell Investment Counsel
British Columbia, Canada
$137K +$130K +2,265 New
AWM
3058
AllSquare Wealth Management
New York
$135K
TAM
3059
Tucker Asset Management
Colorado
$135K +$24K +420 +23%
FUBT
3060
First United Bank & Trust
Maryland
$134K +$6.18K +108 +5%
BFP
3061
Briaud Financial Planning
Texas
$132K +$125K +2,184 New
SIC
3062
SJS Investment Consulting
Ohio
$127K +$31.7K +554 +35%
S
3063
Sachetta
Massachusetts
$127K -$92.3K -1,614 -67%
AWM
3064
Abound Wealth Management
Tennessee
$127K +$1.43K +25 +1%
RDIA
3065
RE Dickinson Investment Advisors
Iowa
$127K
WAM
3066
WFA Asset Management
Wisconsin
$126K +$401 +7 +0.3%
GKIM
3067
GW&K Investment Management
Massachusetts
$125K +$1.43K +25 +1%
CH
3068
Canton Hathaway
Rhode Island
$121K
CFS
3069
CGC Financial Services
Oregon
$120K
CMBA
3070
C.M. Bidwell & Associates
Hawaii
$120K +$515 +9 +0.5%
AT
3071
Avalon Trust
New Mexico
$117K
BIM
3072
Breakwater Investment Management
Washington
$117K +$111K +1,946 New
MAWCM
3073
Mine & Arao Wealth Creation & Management
California
$116K +$57 +1 +0.1%
OA
3074
Operose Advisors
Wisconsin
$116K +$8.58K +150 +8%
BHWM
3075
Beaird Harris Wealth Management
Texas
$113K +$23.8K +416 +28%

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.