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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
PWM
3151
Partnership Wealth Management
Maryland
$32.9K
KA
3152
Kozak & Associates
Colorado
$32.2K +$1.49K +26 +5%
FWM
3153
FSA Wealth Management
Massachusetts
$31.7K +$4.52K +79 +18%
EWP
3154
Elevation Wealth Partners
California
$30.7K -$81.5K -1,425 -74%
MAM
3155
MMA Asset Management
Pennsylvania
$27.8K +$26.4K +462 New
NCM
3156
Northwest Capital Management
Oregon
$26.5K -$57 -1 -0.2%
Walleye Trading
3157
Walleye Trading
New York
$25.6K -$44M -769,458 -100%
EC
3158
EntryPoint Capital
New York
$25.5K +$24.2K +423 New
RWML
3159
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$24K
IRAG
3160
Investment Research & Advisory Group
Georgia
$23.7K +$57 +1 +0.3%
NA
3161
Nordwand Advisors
Pennsylvania
$22K
CG
3162
Cutler Group
California
$21K -$7.17M -125,300 -100%
RBC
3163
Roble Belko & Company
Pennsylvania
$21K -$1.2K -21 -6%
CCMW
3164
Cypress Capital Management (Wyoming)
Wyoming
$20.8K
SC
3165
Steph & Co
Wisconsin
$19K
MWM
3166
Mascoma Wealth Management
New Hampshire
$18.8K
NC
3167
nVerses Capital
Florida
$18.1K +$17.2K +300 New
HF
3168
Halpern Financial
Virginia
$17.8K
RWA
3169
Redmont Wealth Advisors
Illinois
$17.3K +$16.5K +288 New
WCM
3170
Westend Capital Management
California
$17.1K +$16.3K +285 New
TIM
3171
Tortoise Investment Management
New York
$17K +$6.87K +120 +74%
RG
3172
Retirement Group
California
$16.7K -$57 -1 -0.4%
SWM
3173
Sanctuary Wealth Management
Idaho
$16.2K
LFA
3174
Legend Financial Advisors
Pennsylvania
$15.5K
HWM
3175
HighMark Wealth Management
Minnesota
$15.2K

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.