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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
PO
3076
Private Ocean
California
$111K +$1.32K +23 +1%
CIR
3077
Clear Investment Research
Georgia
$111K -$858 -15 -0.8%
FG
3078
Fairman Group
Pennsylvania
$109K
ICM
3079
Islay Capital Management
Texas
$108K
CMA
3080
Cedar Mountain Advisors
Oregon
$108K +$5.67K +99 +6%
CC
3081
Centiva Capital
New York
$108K +$102K +1,790 New
OP
3082
ORG Partners
Indiana
$105K -$3.51M -61,419 -97%
LIA
3083
Luken Investment Analytics
Tennessee
$99.8K +$1.14K +20 +1%
BWP
3084
Baldwin Wealth Partners
Massachusetts
$98.6K -$34.3K -600 -27%
SOW
3085
State of Wyoming
Wyoming
$97.5K +$10.5K +183 +13%
RDFA
3086
Ritter Daniher Financial Advisory
Ohio
$91.3K
JEST
3087
JTC Employer Solutions Trustee
Jersey
$91K -$172K -3,000 -67%
PCA
3088
Providence Capital Advisors
North Carolina
$90.3K
KHC
3089
Koesten Hirschmann & Crabtree
Kansas
$87.2K
RTL
3090
Red Tortoise LLC
Georgia
$87.2K +$7.72K +135 +10%
RWM
3091
Ruedi Wealth Management
Illinois
$86.1K +$15.1K +264 +23%
VF
3092
VitalStone Financial
Texas
$86K +$25K +437 +44%
CQS
3093
Credential Qtrade Securities
$84.4K +$66.2K +1,157 +470%
AWM
3094
Activest Wealth Management
Florida
$83.5K +$3.66K +64 +5%
SVCP
3095
Silicon Valley Capital Partners
California
$83.3K -$57 -1 -0.1%
TVWM
3096
Tower View Wealth Management
Wisconsin
$82.8K -$1.6K -28 -2%
QL
3097
Quarry LP
New York
$80.2K +$76.3K +1,333 New
BIA
3098
Bell Investment Advisors
California
$79.8K +$4.29K +75 +6%
PIS
3099
POM Investment Strategies
North Carolina
$79.2K +$31.4K +548 +71%
PCTC
3100
Perkins Coie Trust Company
Washington
$79.1K +$17.2K +300 +30%

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.