We are live on ! Find out more
WMT icon

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
HWM
426
HB Wealth Management
Georgia
$18.4M +$799K +13,968 +5%
PCH
427
Polar Capital Holdings
United Kingdom
$18.2M +$11.1M +193,629 +179%
OIAM
428
OFI Invest Asset Management
France
$18.1M +$668K +11,668 +4%
WSTAM
429
Wilbanks Smith & Thomas Asset Management
Virginia
$18.1M +$177K +3,088 +1%
LP
430
LMR Partners
United Kingdom
$18M +$17.1M +298,635 New
AWS
431
Atria Wealth Solutions
New York
$17.8M +$1.48M +25,951 +10%
WCM
432
Woodson Capital Management
Connecticut
$17.8M +$57.2K +1,000 +0.3%
TI
433
Trexquant Investment
Connecticut
$17.7M -$26M -454,574 -61%
PFS
434
Prospera Financial Services
Texas
$17.7M +$611K +10,677 +4%
FNBT
435
FineMark National Bank & Trust
Florida
$17.7M +$115K +2,009 +0.7%
SF
436
Synovus Financial
Georgia
$17.7M +$377K +6,582 +2%
CS
437
Candriam SCA
Luxembourg
$17.6M +$1.31M +22,930 +8%
B
438
Bellecapital
Switzerland
$17.6M +$383K +6,692 +2%
ECG
439
Edge Capital Group
Georgia
$17.6M +$709K +12,386 +4%
HIP
440
HUB Investment Partners
Texas
$17.5M +$1.26M +21,952 +8%
TF
441
Tompkins Financial
New York
$17.5M +$292K +5,102 +2%
ETC
442
Exchange Traded Concepts
Oklahoma
$17.4M -$595K -10,403 -3%
HPC
443
HM Payson & Co
Maine
$17.2M -$25.9K -452 -0.2%
SSB
444
Sandy Spring Bank
Maryland
$17.2M -$435K -7,602 -3%
WCMN
445
Westchester Capital Management (Nebraska)
Nebraska
$17.2M -$131K -2,288 -0.8%
SLAM
446
Swiss Life Asset Management
$17.2M -$20.2M -352,613 -55%
CWM
447
Calamos Wealth Management
Illinois
$17.2M +$92.5K +1,616 +0.6%
SGK
448
Steigerwald Gordon & Koch
Virginia
$17.1M +$197K +3,438 +1%
AP
449
Atwood & Palmer
Missouri
$17M +$387K +6,762 +2%
BFA
450
Bragg Financial Advisors
North Carolina
$17M -$454K -7,942 -3%

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.