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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
CAM
3176
Chesapeake Asset Management
New York
$14.6K -$50.8K -888 -79%
CJ
3177
Caitlin John
Michigan
$14.2K -$1.6K -28 -11%
LAM
3178
Lummis Asset Management
Texas
$14.1K
VAMG
3179
Voisard Asset Management Group
Michigan
$13.5K
OCM
3180
Osterweis Capital Management
California
$12.6K +$8.58K +150 +250%
PPWM
3181
PFG Private Wealth Management
Florida
$12.1K
SCA
3182
Stuart Chaussee & Associates
California
$11.2K
TCM
3183
TruNorth Capital Management
Michigan
$10.8K +$10.3K +180 New
BOC
3184
Bull Oak Capital
California
$9.96K +$57 +1 +0.6%
APW
3185
Atlantic Private Wealth
North Carolina
$9.03K
LG
3186
LAM Group
Oregon
$9.03K
MTC
3187
Matrix Trust Company
Colorado
$9K +$8.7K +152 New
BMC
3188
Bear Mountain Capital
Washington
$8.95K +$7.55K +132 +733%
WF
3189
WoodTrust Financial
Wisconsin
$8.69K +$38.7K +677 +0.5%
TWP
3190
TFO Wealth Partners
Ohio
$8.3K -$1.54K -27 -16%
ECM
3191
Everence Capital Management
Indiana
$7.64K
HFS
3192
Horizon Financial Services
North Carolina
$7.58K +$7.21K +126 New
PP
3193
PFS Partners
New Jersey
$6.76K +$57 +1 +0.9%
EFP
3194
EnRich Financial Partners
Wisconsin
$6.09K +$5.78K +101 New
BCA
3195
Bray Capital Advisors
Florida
$5.6K
LIM
3196
Longfellow Investment Management
Massachusetts
$5.24K
BC
3197
Barrett & Company
Rhode Island
$4.87K
CPG
3198
Custom Portfolio Group
Colorado
$4.53K
NC
3199
NewSquare Capital
Pennsylvania
$4.51K
VL
3200
Vima LLC
Michigan
$4.13K -$3.2K -56 -67%

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.