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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
FW
3276
Fairway Wealth
Ohio
$19.3K +$17.9K +285 New
TIM
3277
Tortoise Investment Management
New York
$19.1K
SWM
3278
Sanctuary Wealth Management
Idaho
$18.3K
LFA
3279
Legend Financial Advisors
Pennsylvania
$17.5K
ACM
3280
Anfield Capital Management
California
$17.3K +$16.1K +255 New
CAM
3281
Chesapeake Asset Management
New York
$16.5K
CJ
3282
Caitlin John
Michigan
$16K +$63 +1 +0.4%
LAM
3283
Lummis Asset Management
Texas
$15.8K
IWA
3284
IBEX Wealth Advisors
New Jersey
$15.6K +$14.5K +231 New
VAMG
3285
Voisard Asset Management Group
Michigan
$15.2K
OCM
3286
Osterweis Capital Management
California
$14.2K
HWM
3287
HighMark Wealth Management
Minnesota
$13.8K
PPWM
3288
PFG Private Wealth Management
Florida
$13.6K
BFA
3289
BBJS Financial Advisors
Washington
$13.2K +$12.3K +195 New
SCA
3290
Stuart Chaussee & Associates
California
$12.6K
LG
3291
LAM Group
Oregon
$12.4K +$2.08K +33 +22%
WOSD
3292
WFA of San Diego
California
$10.9K +$10.1K +161 New
NAAA
3293
New Age Alpha Advisors
New York
$10.8K +$10.1K +160 New
BMC
3294
Bear Mountain Capital
Washington
$10.4K
APW
3295
Atlantic Private Wealth
North Carolina
$10.2K
RF
3296
Robinswood Financial
Washington
$9.48K +$8.82K +140 New
WCM
3297
Westend Capital Management
California
$8.91K -$9.63K -153 -54%
HFS
3298
Horizon Financial Services
North Carolina
$8.53K
ETS
3299
ESL Trust Services
New York
$7.79K +$7.24K +115 New
ECM
3300
Everence Capital Management
Indiana
$7.53K

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.