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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
JFG
3251
JDM Financial Group
Texas
$40.6K
UIA
3252
Ulland Investment Advisors
Minnesota
$40K
PP
3253
PrairieView Partners
Minnesota
$40K +$126 +2 +0.3%
QL
3254
Quarry LP
New York
$39.4K -$47.3K -751 -56%
SC
3255
Swan Capital
Florida
$39.4K +$36.6K +582 New
FA
3256
Financial Avengers
California
$39.4K +$252 +4 +0.7%
HWP
3257
Highline Wealth Partners
California
$38K -$11.4K -181 -24%
PWM
3258
Partnership Wealth Management
Maryland
$37K
KA
3259
Kozak & Associates
Colorado
$34.4K +$126 +2 +0.4%
IRAG
3260
Investment Research & Advisory Group
Georgia
$32.1K +$5.04K +80 +20%
MB
3261
Mizuho Bank
Japan
$30.5K +$28.3K +450 New
NCM
3262
Northwest Capital Management
Oregon
$29.8K +$63 +1 +0.2%
CC
3263
Cultivar Capital
Texas
$29.2K +$27.1K +431 New
TCM
3264
TruNorth Capital Management
Michigan
$29K +$15.7K +249 +138%
BHWM
3265
Bay Harbor Wealth Management
Maryland
$26.4K +$24.6K +390 New
RBC
3266
Roble Belko & Company
Pennsylvania
$26K +$1.95K +31 +9%
EWP
3267
Elevation Wealth Partners
California
$25.4K -$8.5K -135 -26%
NA
3268
Nordwand Advisors
Pennsylvania
$24.8K
CCMW
3269
Cypress Capital Management (Wyoming)
Wyoming
$23.4K
SWS
3270
SYSTM Wealth Solutions
Illinois
$22.2K -$387K -6,148 -95%
MWM
3271
Mascoma Wealth Management
New Hampshire
$21.1K
MTC
3272
Matrix Trust Company
Colorado
$21K +$10K +159 +105%
HF
3273
Halpern Financial
Virginia
$20.3K
ZRP
3274
Zynergy Retirement Planning
New Jersey
$20.3K +$18.9K +300 New
RWA
3275
Redmont Wealth Advisors
Illinois
$19.5K

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.