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Walmart Inc

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: 153193 (+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: 3,3113,455 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
3376
JDM Financial Group
Texas
$53.1K +$4.26K +58 +10%
LD
3377
Lipe & Dalton
New York
$53K
CJ
3378
Caitlin John
Michigan
$52.7K +$27.8K +379 +160%
SRCM
3379
Signature Resources Capital Management
California
$52.3K -$881 -12 -2%
CJH
3380
Christopher J. Hasenberg
Wisconsin
$51.6K +$47.5K +647 New
NI
3381
NCP Inc
California
$50.6K
KPP
3382
Kings Path Partners
Texas
$50.1K
TC
3383
Tacita Capital
Ontario, Canada
$48.5K
VWWMG
3384
Vermillion & White Wealth Management Group
Pennsylvania
$48.5K
HWP
3385
Highline Wealth Partners
California
$48.4K +$2.79K +38 +7%
FA
3386
Financial Avengers
California
$47.1K +$73 +1 +0.2%
UIA
3387
Ulland Investment Advisors
Minnesota
$47K
SC
3388
Swan Capital
Florida
$47K
TCM
3389
TruNorth Capital Management
Michigan
$46K +$10.4K +141 +33%
PP
3390
PrairieView Partners
Minnesota
$46K -$1.25K -17 -3%
MS
3391
Mizuho Securities
Japan
$44.4K -$487K -6,630 -92%
PWM
3392
Partnership Wealth Management
Maryland
$44.1K
LIS
3393
Legacy Investment Solutions
Idaho
$43.2K +$37.1K +505 New
LWMI
3394
Legacy Wealth Management (Idaho)
Idaho
$43.2K +$37.1K +505 New
KA
3395
Kozak & Associates
Colorado
$41.1K +$73 +1 +0.2%
RAM
3396
Ramirez Asset Management
New York
$40.4K +$36.7K +500 New
EC
3397
Elequin Capital
New York
$40.1K +$36.4K +496 New
HC
3398
Hara Capital
Washington
$36.8K +$33.5K +456 New
ACM
3399
Anfield Capital Management
California
$36.3K +$14.3K +195 +76%
OCM
3400
Osterweis Capital Management
California
$36.3K +$17.6K +240 +114%

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.