We are live on ! Find out more
WMT icon

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
PWMG
3226
Private Wealth Management Group
New Jersey
$57.7K +$189 +3 +0.4%
TWD
3227
True Wealth Design
Ohio
$56.6K +$2.02K +32 +4%
DF
3228
Dunhill Financial
United Kingdom
$56.5K +$5.23K +83 +11%
PSB
3229
Piscataqua Savings Bank
New Hampshire
$53.8K
PGAM
3230
Princeton Global Asset Management
New Jersey
$51.1K +$7.05K +112 +17%
SOW
3231
State of Wyoming
Wyoming
$50.6K -$55K -873 -54%
TIM
3232
Thompson Investment Management
Wisconsin
$50.4K -$127K -2,017 -73%
LWA
3233
Lowe Wealth Advisors
Maryland
$49.5K
MBFW
3234
Morton Brown Family Wealth
Pennsylvania
$48K
T
3235
Tidemark
California
$47.4K
OAJ
3236
Ogorek Anthony Joseph
New York
$46K +$189 +3 +0.4%
CWM
3237
Cedar Wealth Management
California
$45.9K
PP
3238
Pingora Partners
Wyoming
$45.7K -$4.72K -75 -10%
TLA
3239
Tanglewood Legacy Advisors
Texas
$45.3K
LD
3240
Lipe & Dalton
New York
$45K
AP
3241
Aspect Partners
Virginia
$44.9K
SRCM
3242
Signature Resources Capital Management
California
$44.7K +$27.7K +440 +200%
IHWM
3243
Iron Horse Wealth Management
Iowa
$43.5K
IC
3244
Innealta Capital
Texas
$43.1K +$40.1K +636 New
NI
3245
NCP Inc
California
$42.5K
KPP
3246
Kings Path Partners
Texas
$42K +$39.1K +621 New
VAG
3247
VisionPoint Advisory Group
Texas
$40.6K -$567 -9 -1%
FWA
3248
FSC Wealth Advisors
New York
$40.6K
TC
3249
Tacita Capital
Ontario, Canada
$40.6K
VWWMG
3250
Vermillion & White Wealth Management Group
Pennsylvania
$40.6K

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.