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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
HWP
3126
Highline Wealth Partners
California
$44.7K +$11.3K +197 +36%
LWA
3127
Lowe Wealth Advisors
Maryland
$44K
T
3128
Tidemark
California
$42.1K +$57 +1 +0.1%
USB
3129
Union Savings Bank
Connecticut
$41.7K
OAJ
3130
Ogorek Anthony Joseph
New York
$41K
CWM
3131
Cedar Wealth Management
California
$40.8K
MBFW
3132
Morton Brown Family Wealth
Pennsylvania
$40.8K -$18.2K -318 -32%
TLA
3133
Tanglewood Legacy Advisors
Texas
$40.3K
LD
3134
Lipe & Dalton
New York
$40K +$37.8K +660 New
AP
3135
Aspect Partners
Virginia
$39.9K
SHIM
3136
Stone House Investment Management
Pennsylvania
$39.4K +$1.95K +34 +5%
PGAM
3137
Princeton Global Asset Management
New Jersey
$38.7K -$5.67K -99 -13%
IHWM
3138
Iron Horse Wealth Management
Iowa
$38.6K +$24K +420 +189%
NI
3139
NCP Inc
California
$37.7K +$35.9K +627 New
VAG
3140
VisionPoint Advisory Group
Texas
$36.6K +$515 +9 +2%
FWA
3141
FSC Wealth Advisors
New York
$36.1K
FIM
3142
FWL Investment Management
Texas
$36.1K
TC
3143
Tacita Capital
Ontario, Canada
$36.1K
VWWMG
3144
Vermillion & White Wealth Management Group
Pennsylvania
$36.1K
JFG
3145
JDM Financial Group
Texas
$36.1K -$57 -1 -0.2%
PP
3146
PrairieView Partners
Minnesota
$36K +$8.64K +151 +34%
KC
3147
Kepos Capital
New York
$36K +$33.8K +590 New
UIA
3148
Ulland Investment Advisors
Minnesota
$35K
SRCM
3149
Signature Resources Capital Management
California
$34.7K -$25.2K -440 -67%
FA
3150
Financial Avengers
California
$34.7K +$114 +2 +0.3%

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.