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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
DA
3276
DCM Advisors
New York
-$252K -4,800 Closed
EWA
3277
Emergent Wealth Advisors
New York
-$247K -4,701 Closed
TCMP
3278
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$246K -4,683 Closed
EPP
3279
ETF Portfolio Partners
Kansas
-$243K -4,617 Closed
MIM
3280
Merrion Investment Management
New Jersey
-$237K -4,500 Closed
BF
3281
Blankinship & Foster
California
-$224K -4,254 Closed
SW
3282
StrongBox Wealth
Missouri
-$215K -4,089 Closed
TLP
3283
Trinity Legacy Partners
Texas
-$211K -4,008 Closed
NPT
3284
National Philanthropic Trust
Pennsylvania
-$210K -3,990 Closed
WCA
3285
Waypoint Capital Advisors
Minnesota
-$205K -3,894 Closed
CBFP
3286
Cedar Brook Financial Partners
Ohio
-$206K -3,837 Closed
PIM
3287
Provident Investment Management
Michigan
-$201K -3,825 Closed
DI
3288
DAGCO Inc
Ohio
-$192K -3,663 Closed
SA
3289
Scarborough Advisors
Maryland
-$155K -2,949 Closed
ODG
3290
O'Dell Group
Ohio
-$150K -2,859 Closed
BCM
3291
Bourgeon Capital Management
Connecticut
-$132K -2,514 Closed
AIA
3292
Arcadia Investment Advisors
Idaho
-$94.6K -1,800 Closed
BI
3293
Bramshill Investments
Florida
-$78.8K -1,500 Closed
MPA
3294
Marvin & Palmer Associates
Delaware
-$71.1K -1,353 Closed
ORAM
3295
One River Asset Management
Connecticut
-$70.2K -1,335 Closed
IUHSA
3296
Itau Unibanco Holding S.A.
Brazil
-$67K -1,275 Closed
A
3297
AJOVista
Massachusetts
-$57.5K -1,095 Closed
TCCM
3298
Timber Creek Capital Management
Massachusetts
-$47.3K -900 Closed
DMKJ
3299
David M. Knott Jr
-$35K -675 Closed
AWM
3300
Able Wealth Management
New Jersey
-$29.9K -570 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.