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
BCM
451
Brookstone Capital Management
Illinois
$16.9M +$3.2M +55,956 +25%
NB
452
NBT Bank
New York
$16.9M +$9.8M +171,198 +156%
GCM
453
Graham Capital Management
Connecticut
$16.9M -$10.5M -182,820 -39%
NWM
454
Nicola Wealth Management
British Columbia, Canada
$16.9M -$7.72M -135,000 -33%
WB
455
WesBanco Bank
West Virginia
$16.7M +$2.33M +40,794 +17%
HIMCH
456
Hartford Investment Management Co (HIMCO)
Connecticut
$16.6M -$659K -11,522 -4%
BRWA
457
B. Riley Wealth Advisors
Florida
$16.6M -$11.3M -197,395 -66%
MFAM
458
Motley Fool Asset Management
Virginia
$16.5M +$1.97M +34,445 +14%
USCWA
459
U.S. Capital Wealth Advisors
Texas
$16.5M -$935K -16,339 -6%
PMAM
460
Picton Mahoney Asset Management
Ontario, Canada
$16.4M +$2.58M +45,114 +20%
TH
461
TCTC Holdings
Texas
$16.3M -$101K -1,769 -0.6%
VanEck Associates
462
VanEck Associates
New York
$16.3M +$1M +17,505 +7%
DCM
463
Dupont Capital Management
Delaware
$16.3M -$2.02M -35,256 -12%
Envestnet Portfolio Solutions
464
Envestnet Portfolio Solutions
Illinois
$16.2M +$3.59M +62,711 +30%
MYLI
465
Meiji Yasuda Life Insurance
Japan
$16.2M +$5.15M +90,014 +50%
TI
466
Tidal Investments
Wisconsin
$16.1M -$3.97M -69,382 -21%
MIM
467
Marco Investment Management
Georgia
$15.9M +$30.4K +532 +0.2%
SC
468
SouthState Corp
Florida
$15.9M -$5.21K -91 -0%
MC
469
Moors & Cabot
Massachusetts
$15.9M +$1.05M +18,269 +7%
ACA
470
Anchor Capital Advisors
Massachusetts
$15.9M -$2.39M -41,762 -14%
SCA
471
Stonebridge Capital Advisors
Minnesota
$15.8M +$198K +3,452 +1%
CCS
472
Concentric Capital Strategies
Connecticut
$15.7M +$14.9M +260,324 New
FNT
473
First Nebraska Trust
Nebraska
$15.7M -$107K -1,870 -0.7%
OAM
474
Oppenheimer Asset Management
New York
$15.6M -$2.6M -45,515 -15%
SGAM
475
Smith Group Asset Management
Texas
$15.6M -$6.23M -108,900 -30%

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.