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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
TT
3376
TI-Trust
Illinois
-$326K -5,415 Closed
AIA
3377
Affinity Investment Advisors
California
-$317K -5,265 Closed
BAM
3378
Bosun Asset Management
Illinois
-$298K -4,949 Closed
CCP
3379
Cassia Capital Partners
North Carolina
-$294K -4,879 Closed
CSIA
3380
Charles Schwab Investment Advisory
California
-$286K -4,754 Closed
SGCA
3381
Steel Grove Capital Advisors
Tennessee
-$270K -4,488 Closed
FMN
3382
Financial Management Network
California
-$259K -4,357 Closed
ACM
3383
Ategra Capital Management
Virginia
-$259K -4,308 Closed
WGAM
3384
Wilkinson Global Asset Management
New York
-$257K -4,278 Closed
XT
3385
XTX Topco
Cayman Islands
-$253K -4,201 Closed
CWM
3386
Campbell Wealth Management
Virginia
-$251K -4,166 Closed
BCM
3387
BlueCrest Capital Management
Jersey
-$244K -4,056 Closed
OTL
3388
Oak Thistle LLC
New York
-$241K -4,001 Closed
JWWM
3389
Johnson & White Wealth Management
Pennsylvania
-$223K -3,709 Closed
TF
3390
Talbot Financial
Washington
-$219K -3,647 Closed
WCM
3391
WealthBridge Capital Management
Ohio
-$215K -3,573 Closed
NCM
3392
Noesis Capital Mangement
Florida
-$213K -3,537 Closed
LWM
3393
Laidlaw Wealth Management
New York
-$209K -3,468 Closed
AGA
3394
Accuvest Global Advisors
Utah
-$202K -3,365 Closed
ARC
3395
Advisor Resource Council
Texas
-$464K -2,941 Closed
MAWCM
3396
Mine & Arao Wealth Creation & Management
California
-$116K -1,921 Closed
IPW
3397
Impact Partnership Wealth
Georgia
-$67.5K -1,121 Closed
FSWA
3398
Financial Synergies Wealth Advisors
Texas
-$58.2K -967 Closed
KC
3399
Kepos Capital
New York
-$36K -590 Closed
Walleye Trading
3400
Walleye Trading
New York
-$26.8K -426 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.