We are live on ! Find out more
WMT icon

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
CCA
3101
Criterion Capital Advisors
Tennessee
$72.9K
CIA
3102
Cape Investment Advisory
Georgia
$72.4K -$41K -716 -37%
CPA
3103
Clear Point Advisors
New York
$72.1K +$17.4K +304 +34%
FFO
3104
Fortitude Family Office
Arizona
$70.6K +$18.5K +324 +38%
RFG
3105
REAP Financial Group
Texas
$68.2K -$137K -2,388 -68%
IPW
3106
Impact Partnership Wealth
Georgia
$67.5K -$572 -10 -0.9%
OCM
3107
Orion Capital Management
California
$67K -$15.7K -275 -20%
AFIA
3108
America First Investment Advisors
Nebraska
$67K
BLC
3109
Brown, Lisle/Cummings
Rhode Island
$66.8K
SIA
3110
Sit Investment Associates
Minnesota
$64K
AA
3111
AlphaMark Advisors
Kentucky
$64K +$1.72K +30 +3%
CSWM
3112
Cassady Schiller Wealth Management
Ohio
$61.5K +$1.54K +27 +3%
HB
3113
Horizon Bancorp
Indiana
$60K +$13.7K +240 +32%
KFS
3114
Kelly Financial Services
Massachusetts
$58.9K
FSWA
3115
Financial Synergies Wealth Advisors
Texas
$58.2K +$36.4K +637 +193%
FRA
3116
Frank Rimerman Advisors
California
$55.4K
LFA
3117
LGT Financial Advisors
Texas
$55.1K +$172 +3 +0.3%
GIS
3118
Grayhawk Investment Strategies
Alberta, Canada
$53.8K
PWMG
3119
Private Wealth Management Group
New Jersey
$51.1K -$5.49K -96 -10%
RS
3120
Rakuten Securities
Japan
$51.1K -$461K -8,064 -90%
VWA
3121
Valued Wealth Advisors
Utah
$48.9K +$36.6K +640 +374%
TWD
3122
True Wealth Design
Ohio
$48.4K +$1.72K +30 +4%
PSB
3123
Piscataqua Savings Bank
New Hampshire
$47.8K
DF
3124
Dunhill Financial
United Kingdom
$45.2K -$8.35K -146 -16%
PP
3125
Pingora Partners
Wyoming
$45.1K +$25.7K +450 +150%

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.