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Walmart Inc
WMT

3,455 hedge funds and large institutions have $225B invested in Walmart Inc in 2024 Q3 according to their latest regulatory filings, with 277 funds opening new positions, 1,452 increasing their positions, 1,366 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 277 | Existing positions closed: 93

26% more funds holding in top 10

Funds holding in top 10: 153 → 193 (+40)

25% more call options, than puts

Call options by funds: $5.08B | Put options by funds: $4.07B

19% more capital invested

Capital invested by funds: $189B → $225B (+$36.3B)

4% more funds holding

Funds holding: 3,311 → 3,455 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,452 | Existing positions reduced: 1,366

0.23% more ownership

Funds ownership: 34.52% → 34.75% (+0.23%)

Holders
3,455
Holders Change
+144
Holders Change %
+4.35%
% of All Funds
49.61%
Holding in Top 10
193
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+26.14%
% of All Funds
2.77%
New
277
Increased
1,452
Reduced
1,366
Closed
93
Calls
$5.08B
Puts
$4.07B
Net Calls
+$1.01B
Net Calls Change
+$1.07B

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.82B
2
Jennison Associates
Jennison Associates
New York
+$1.12B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$566M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$529M
5
IAIM
International Assets Investment Management
Florida
+$506M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$598M
2
Norges Bank
Norges Bank
Norway
-$482M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$340M
4
Amundi
Amundi
France
-$274M
5
BA
Bridgewater Associates
Connecticut
-$270M
Name Holding Trade Value Shares
Change 		Change in
Stake
YWS
3076
Yarger Wealth Strategies
Ohio
$269K +$14.8K +201 +6%
CAM
3077
Campion Asset Management
Virginia
$269K -$1.84K -25 -0.7%
AFM
3078
Armstrong Fleming & Moore
District of Columbia
$269K – – –
EE
3079
EWG Elevate
California
$269K +$2.64K +36 +1%
BCMO
3080
Buckingham Capital Management (Ohio)
Ohio
$268K +$441 +6 +0.2%
EL
3081
Essex LLC
Illinois
$268K -$18.2K -248 -7%
TFG
3082
Taylor Financial Group
Virginia
$268K – – –
FAM
3083
Flaharty Asset Management
Florida
$267K -$21.9K -298 -8%
LRIA
3084
Leonard Rickey Investment Advisors
Washington
$267K +$8.01K +109 +3%
PBO
3085
Peoples Bank (Ohio)
Ohio
$267K -$28K -381 -10%
CFP
3086
Curran Financial Partners
South Carolina
$267K -$22K -300 -8%
BWA
3087
BlueSky Wealth Advisors
North Carolina
$266K – – –
SIC
3088
Schwartz Investment Counsel
Michigan
$266K – – –
BWA
3089
Blodgett Wealth Advisors
California
$266K +$220 +3 +0.1%
CCA
3090
Conservest Capital Advisors
Pennsylvania
$266K – – –
SFG
3091
Synergy Financial Group
California
$266K +$242K +3,291 New
Fiera Capital (Canada)
3092
Fiera Capital (Canada)
Quebec, Canada
$265K – – –
TIA
3093
Trust Investment Advisors
Indiana
$263K – – –
FL
3094
FreeGulliver LLC
Louisiana
$263K +$239K +3,261 New
BCM
3095
Bourgeon Capital Management
Connecticut
$263K +$239K +3,258 New
KFA
3096
Kapstone Financial Advisors
Ohio
$263K – – –
CPP
3097
Capasso Planning Partners
South Carolina
$262K -$146K -1,983 -38%
VFPW
3098
Vantage Financial Partners (Wisconsin)
Wisconsin
$261K +$237K +3,232 New
VAS
3099
Vestmark Advisory Solutions
Massachusetts
$260K -$2.24M -30,496 -90%
TWM
3100
TCFG Wealth Management
California
$260K +$236K +3,219 New
122 123
124
125 126

WMT Hedge Fund Activity: Q3 2024 in Review

3,455 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2024, worth a combined $225B — up 19% from $189B a quarter earlier.

Buyers outnumbered sellers: 277 funds opened new WMT positions and 93 closed out — a net gain of 184 holders — while 1,452 added to existing stakes and 1,366 trimmed.

The largest buyer was BlackRock, adding an estimated $2.82B. The largest seller was Millennium Management, cutting an estimated $598M.

  • 3,455 institutional investors held Walmart Inc (WMT) as of Q3 2024, up from 3,311 in Q2 2024.
  • Funds reported $225B of Walmart Inc stock for Q3 2024, up 19% quarter-over-quarter.
  • 277 funds opened new Walmart Inc positions in Q3 2024 and 93 closed out, a net change of +184 holders.
  • The largest Walmart Inc buyer in Q3 2024 was BlackRock, an estimated $2.82B added.
  • The largest Walmart Inc seller in Q3 2024 was Millennium Management, an estimated $598M sold.

Based on aggregated 13F filings for Q3 2024.