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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
PS
3201
PayPay Securities
Japan
$3.19K -$744 -13 -20%
FPF
3202
First Pacific Financial
Washington
$2.9K +$2.75K +48 New
IA
3203
IFS Advisors
Kansas
$1.8K
AS
3204
AM Squared
Hong Kong
$542 +$515 +9 New
KIG
3205
Kessler Investment Group
Indiana
$361
PAM
3206
Pinpoint Asset Management
Hong Kong
$240 +$229 +4 New
Swedbank
3207
Swedbank
Sweden
-$296M -5,636,301 Closed
TC
3208
TwinBeech Capital
New York
-$106M -2,018,706 Closed
CAM
3209
Crake Asset Management
United Kingdom
-$53.1M -1,010,946 Closed
MSV
3210
MN Services Vermogensbeheer
Netherlands
-$48.1M -915,300 Closed
WMSA
3211
Weiss Multi-Strategy Advisers
New York
-$24.3M -463,149 Closed
SFG
3212
Sather Financial Group
Texas
-$14.7M -279,237 Closed
FC
3213
FORA Capital
Florida
-$14.5M -275,727 Closed
QIM
3214
Quantitative Investment Management
Virginia
-$14.4M -274,446 Closed
JAM
3215
Jupiter Asset Management
United Kingdom
-$12.9M -245,157 Closed
GBWM
3216
Granite Bay Wealth Management
New Hampshire
-$10.4M -196,560 Closed
MIH
3217
Meitav Investment House
Israel
-$9.94M -188,604 Closed
SH
3218
SeaTown Holdings
Singapore
-$8.92M -169,800 Closed
MCM
3219
Makena Capital Management
California
-$8.68M -165,171 Closed
ECU
3220
Eisler Capital (UK)
United Kingdom
-$9.05M -158,118 Closed
MWM
3221
Meridian Wealth Management
Kentucky
-$7.43M -141,330 Closed
KHLMVGHM
3222
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$6.75M -128,052 Closed
PWM
3223
Perigon Wealth Management
California
-$6.56M -124,857 Closed
FI
3224
FJ Investments
Utah
-$5.74M -109,224 Closed
BWS
3225
Buck Wealth Strategies
Colorado
-$5.69M -108,348 Closed

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.