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Walmart Inc
WMT

3,455 hedge funds and large institutions have $225B invested in Walmart Inc in 2024 Q3 according to their latest regulatory filings, with 277 funds opening new positions, 1,452 increasing their positions, 1,366 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 277 | Existing positions closed: 93

26% more funds holding in top 10

Funds holding in top 10: 153 → 193 (+40)

25% more call options, than puts

Call options by funds: $5.08B | Put options by funds: $4.07B

19% more capital invested

Capital invested by funds: $189B → $225B (+$36.3B)

4% more funds holding

Funds holding: 3,311 → 3,455 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,452 | Existing positions reduced: 1,366

0.23% more ownership

Funds ownership: 34.52% → 34.75% (+0.23%)

Holders
3,455
Holders Change
+144
Holders Change %
+4.35%
% of All Funds
49.61%
Holding in Top 10
193
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+26.14%
% of All Funds
2.77%
New
277
Increased
1,452
Reduced
1,366
Closed
93
Calls
$5.08B
Puts
$4.07B
Net Calls
+$1.01B
Net Calls Change
+$1.07B

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.82B
2
Jennison Associates
Jennison Associates
New York
+$1.12B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$566M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$529M
5
IAIM
International Assets Investment Management
Florida
+$506M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$598M
2
Norges Bank
Norges Bank
Norway
-$482M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$340M
4
Amundi
Amundi
France
-$274M
5
BA
Bridgewater Associates
Connecticut
-$270M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
3251
Aspire Capital Advisors
Washington
$213K +$194K +2,643 New
AA
3252
Apriem Advisors
California
$213K +$194K +2,638 New
FWA
3253
FOCUS Wealth Advisors
Texas
$213K +$194K +2,636 New
CI
3254
Carroll Investors
South Carolina
$212K +$195K +2,654 New
RB
3255
Rodgers Brothers
Pennsylvania
$211K +$191K +2,607 New
CP
3256
Camelot Portfolios
Ohio
$210K -$7.05K -96 -4%
AIA
3257
Arbor Investment Advisors
North Carolina
$210K +$191K +2,604 New
CCA
3258
Cadent Capital Advisors
Oklahoma
$210K +$191K +2,601 New
MAM
3259
Marotta Asset Management
Virginia
$209K +$190K +2,591 New
NPPM
3260
North Point Portfolio Managers
Ohio
$209K +$190K +2,589 New
WW
3261
Westshore Wealth
California
$209K +$190K +2,587 New
LGW
3262
Leslie Global Wealth
Illinois
$209K +$190K +2,586 New
MSG
3263
Main Street Group
Virginia
$209K -$13.6K -185 -7%
MIM
3264
Macroview Investment Management
Maryland
$208K +$2.06K +28 +1%
LAS
3265
LWM Advisory Services
Florida
$208K +$189K +2,579 New
OCG
3266
Opus Capital Group
Ohio
$208K +$190K +2,582 New
CIR
3267
Clear Investment Research
Georgia
$207K +$12.6K +171 +7%
RA
3268
Riverstone Advisors
Texas
$207K +$188K +2,562 New
AL
3269
ADE LLC
Maryland
$206K +$188K +2,557 New
HA
3270
Hanover Advisors
South Carolina
$206K +$187K +2,550 New
KAM
3271
Kraft Asset Management
Tennessee
$206K +$187K +2,545 New
GMFG
3272
Greater Midwest Financial Group
Minnesota
$205K +$187K +2,543 New
VIA
3273
Virtus Investment Advisers
Connecticut
$205K -$192K -2,608 -51%
GSC
3274
G&S Capital
Colorado
$205K +$186K +2,536 New
BIM
3275
Barton Investment Management
Pennsylvania
$205K +$186K +2,535 New
129 130
131
132 133

WMT Hedge Fund Activity: Q3 2024 in Review

3,455 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2024, worth a combined $225B — up 19% from $189B a quarter earlier.

Buyers outnumbered sellers: 277 funds opened new WMT positions and 93 closed out — a net gain of 184 holders — while 1,452 added to existing stakes and 1,366 trimmed.

The largest buyer was BlackRock, adding an estimated $2.82B. The largest seller was Millennium Management, cutting an estimated $598M.

  • 3,455 institutional investors held Walmart Inc (WMT) as of Q3 2024, up from 3,311 in Q2 2024.
  • Funds reported $225B of Walmart Inc stock for Q3 2024, up 19% quarter-over-quarter.
  • 277 funds opened new Walmart Inc positions in Q3 2024 and 93 closed out, a net change of +184 holders.
  • The largest Walmart Inc buyer in Q3 2024 was BlackRock, an estimated $2.82B added.
  • The largest Walmart Inc seller in Q3 2024 was Millennium Management, an estimated $598M sold.

Based on aggregated 13F filings for Q3 2024.