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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
WWS
3351
Wellington Wealth Strategies
Indiana
-$1.55M -25,792 Closed
GAM
3352
Grandview Asset Management
Pennsylvania
-$1.5M -25,020 Closed
GCP
3353
GSA Capital Partners
United Kingdom
-$1.45M -24,100 Closed
BPCE
3354
Bank Pictet & Cie (Europe)
Germany
-$1.37M -22,800 Closed
HT
3355
Headlands Technologies
Illinois
-$1.3M -21,598 Closed
EW
3356
Evoke Wealth
California
-$1.04M -17,266 Closed
OFS
3357
OneAscent Financial Services
Alabama
-$878K -14,596 Closed
DFG
3358
Delta Financial Group
New Jersey
-$848K -14,090 Closed
A
3359
AlphaQuest
New York
-$807K -13,411 Closed
AAG
3360
Accordant Advisory Group
Maryland
-$804K -13,368 Closed
WC
3361
Weil Company
California
-$783K -13,014 Closed
PSB
3362
Passumpsic Savings Bank
Vermont
-$747K -12,413 Closed
PPP
3363
Private Portfolio Partners
New Jersey
-$706K -11,736 Closed
PS
3364
Portfolio Strategies
New York
-$668K -11,096 Closed
AWCI
3365
Alpine Woods Capital Investors
New York
-$594K -10,000 Closed
DFCM
3366
Dark Forest Capital Management
Puerto Rico
-$585K -9,718 Closed
OWM
3367
OneAscent Wealth Management
Alabama
-$443K -7,359 Closed
SHFP
3368
Second Half Financial Partners
Florida
-$429K -7,126 Closed
HFRG
3369
Houlihan Financial Resource Group
Virginia
-$428K -7,109 Closed
MWA
3370
Monograph Wealth Advisors
California
-$419K -6,932 Closed
SRL
3371
Scientech Research LLC
New Jersey
-$381K -6,324 Closed
BWM
3372
BCS Wealth Management
Tennessee
-$372K -6,179 Closed
SAM
3373
Synergy Asset Management
Washington
-$370K -6,145 Closed
ICM
3374
Ionic Capital Management
New York
-$354K -5,891 Closed
TAM
3375
Tealwood Asset Management
Minnesota
-$346K -5,754 Closed

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.