We are live on ! Find out more
WMT icon

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
BFA
3251
Brendel Financial Advisors
New Hampshire
-$664K -12,642 Closed
SGA
3252
Strategic Global Advisors
California
-$656K -12,483 Closed
SFM
3253
Spartan Fund Management
Canada
-$651K -12,390 Closed
IWA
3254
Invera Wealth Advisors
Oregon
-$624K -11,865 Closed
QCM
3255
Qsemble Capital Management
New York
-$590K -11,220 Closed
VI
3256
Versor Investments
New York
-$585K -11,130 Closed
EFI
3257
EHP Funds Inc
Canada
-$552K -10,500 Closed
AFG
3258
AFS Financial Group
Maryland
-$545K -10,365 Closed
MM
3259
MQS Management
New York
-$516K -9,813 Closed
SFFS
3260
Stonehage Fleming Financial Services
Jersey
-$483K -9,195 Closed
WAM
3261
Weiss Asset Management
Massachusetts
-$478K -9,090 Closed
JDR
3262
Jay D. Rosenbaum
-$471K -8,961 Closed
SCA
3263
Southern Capital Advisors
Tennessee
-$446K -8,481 Closed
OHWA
3264
Oak Hill Wealth Advisors
Virginia
-$465K -8,127 Closed
KA
3265
Kooman & Associates
Pennsylvania
-$404K -7,680 Closed
GCM
3266
Gallacher Capital Management
Colorado
-$374K -7,113 Closed
TCM
3267
Triumph Capital Management
Colorado
-$342K -6,480 Closed
CWM
3268
Curi Wealth Management
North Carolina
-$338K -6,435 Closed
KOC
3269
Koss-Olinger Consulting
Florida
-$338K -6,435 Closed
SC
3270
Scholtz & Company
Connecticut
-$331K -6,300 Closed
KA
3271
Kure Advisory
Minnesota
-$331K -6,297 Closed
AWM
3272
Arista Wealth Management
Nevada
-$328K -6,246 Closed
GCP
3273
Garda Capital Partners
Minnesota
-$296K -5,628 Closed
LAS
3274
Lloyd Advisory Services
Georgia
-$267K -5,088 Closed
HKIMG
3275
Hutchens & Kramer Investment Management Group
Indiana
-$261K -4,974 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.