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Walmart Inc

3,310 hedge funds and large institutions have $189B invested in Walmart Inc in 2024 Q2 according to their latest regulatory filings, with 251 funds opening new positions, 1,502 increasing their positions, 1,225 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 251 | Existing positions closed: 97

42% more funds holding in top 10

Funds holding in top 10: 108153 (+45)

23% more repeat investments, than reductions

Existing positions increased: 1,502 | Existing positions reduced: 1,225

13% more capital invested

Capital invested by funds: $166B → $189B (+$22.4B)

3% more funds holding

Funds holding: 3,2053,310 (+105)

0.38% more ownership

Funds ownership: 34.14%34.52% (+0.38%)

2% less call options, than puts

Call options by funds: $3.05B | Put options by funds: $3.11B

Holders
3,310
Holders Change
+105
Holders Change %
+3.28%
% of All Funds
47.8%
Holding in Top 10
153
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+41.67%
% of All Funds
2.21%
New
251
Increased
1,502
Reduced
1,225
Closed
97
Calls
$3.05B
Puts
$3.11B
Net Calls
-$61M
Net Calls Change
-$616M
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
3176
Stone House Investment Management
Pennsylvania
$133K +$82.6K +1,312 +200%
AT
3177
Avalon Trust
New Mexico
$132K
BIM
3178
Breakwater Investment Management
Washington
$132K
GC
3179
Garde Capital
Washington
$130K -$61.8K -981 -34%
FG
3180
Fairman Group
Pennsylvania
$122K
ICM
3181
Islay Capital Management
Texas
$122K
CMA
3182
Cedar Mountain Advisors
Oregon
$121K
OA
3183
Operose Advisors
Wisconsin
$120K -$9.45K -150 -8%
SIC
3184
SJS Investment Consulting
Ohio
$119K -$22.5K -357 -17%
AWM
3185
Activest Wealth Management
Florida
$116K +$20.9K +332 +24%
PIS
3186
POM Investment Strategies
North Carolina
$113K +$21.9K +348 +26%
LIA
3187
Luken Investment Analytics
Tennessee
$111K -$1.26K -20 -1%
FFO
3188
Fortitude Family Office
Arizona
$107K +$26.1K +414 +35%
SAS
3189
Stelac Advisory Services
New York
$107K +$99.7K +1,584 New
TSWM
3190
Tyler-Stone Wealth Management
Ohio
$102K -$122K -1,936 -56%
JEST
3191
JTC Employer Solutions Trustee
Jersey
$102K
BI
3192
Bramshill Investments
Florida
$102K +$94.5K +1,500 New
RWM
3193
Ruedi Wealth Management
Illinois
$99.6K +$2.52K +40 +3%
RDFA
3194
Ritter Daniher Financial Advisory
Ohio
$99.3K -$3.21K -51 -3%
RTL
3195
Red Tortoise LLC
Georgia
$98.1K
VF
3196
VitalStone Financial
Texas
$97.3K +$630 +10 +0.7%
SVCP
3197
Silicon Valley Capital Partners
California
$94.1K +$315 +5 +0.4%
BIA
3198
Bell Investment Advisors
California
$93.5K +$3.46K +55 +4%
TVWM
3199
Tower View Wealth Management
Wisconsin
$93.1K -$63 -1 -0.1%
CM
3200
Capula Management
Cayman Islands
$90.5K +$84.2K +1,337 New

WMT Hedge Fund Activity: Q2 2024 in Review

3,310 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2024, worth a combined $189B — up 13% from $166B a quarter earlier.

Buyers outnumbered sellers: 251 funds opened new WMT positions and 97 closed out — a net gain of 154 holders — while 1,502 added to existing stakes and 1,225 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.02B. The largest seller was Two Sigma Advisers, cutting an estimated $448M.

  • 3,310 institutional investors held Walmart Inc (WMT) as of Q2 2024, up from 3,205 in Q1 2024.
  • Funds reported $189B of Walmart Inc stock for Q2 2024, up 13% quarter-over-quarter.
  • 251 funds opened new Walmart Inc positions in Q2 2024 and 97 closed out, a net change of +154 holders.
  • The largest Walmart Inc buyer in Q2 2024 was GQG Partners, an estimated $1.02B added.
  • The largest Walmart Inc seller in Q2 2024 was Two Sigma Advisers, an estimated $448M sold.

Based on aggregated 13F filings for Q2 2024.