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
SWM
476
Segment Wealth Management
Texas
$15.6M +$555K +9,703 +4%
MA
477
Montag & Associates
Georgia
$15.6M +$122K +2,133 +0.8%
GS
478
GTS Securities
New York
$15.5M +$10.7M +186,730 +261%
SCA
479
Stillwater Capital Advisors
Pennsylvania
$15.5M +$23.2K +405 +0.2%
BCM
480
BTC Capital Management
Iowa
$15.4M +$14.7M +256,570 New
CIC
481
Cutler Investment Counsel
Oregon
$15.3M +$28.7K +501 +0.2%
JCM
482
Janney Capital Management
Pennsylvania
$15.3M -$474K -8,281 -3%
TRCT
483
Tower Research Capital (TRC)
New York
$15.2M -$21.7M -378,774 -60%
BMSSC
484
B. Metzler seel. Sohn & Co
Germany
$15.2M +$1.5M +26,148 +12%
NRG
485
Nemes Rush Group
Michigan
$15.2M +$470K +8,207 +3%
SAM
486
Securian Asset Management
Minnesota
$15.2M -$1.08M -18,883 -7%
PF
487
Phoenix Financial
Israel
$15.1M +$2.92M +51,059 +25%
SCA
488
Snowden Capital Advisors
New York
$15M +$2.54M +44,387 +22%
LSERS
489
Louisiana State Employees Retirement System
Louisiana
$15M -$555K -9,700 -4%
ACM
490
Advisors Capital Management
New Jersey
$15M -$2.95M -51,561 -17%
DPL
491
Danica Pension Livsforsikrings
$14.9M +$14.2M +248,244 New
CAL
492
Capital Analysts LLC
Pennsylvania
$14.9M +$9.18M +160,483 +184%
GWM
493
GDS Wealth Management
Texas
$14.8M +$895K +15,644 +7%
ZDA
494
Zweig-DiMenna Associates
New York
$14.8M
AM
495
AGF Management
Ontario, Canada
$14.8M -$2.27M -39,759 -14%
BMMM
496
Boston Mountain Money Management
Arkansas
$14.7M +$14M +244,268 New
VWM
497
Venturi Wealth Management
Texas
$14.7M +$903K +15,784 +7%
ANBT
498
American National Bank & Trust
Texas
$14.5M +$655K +11,455 +5%
PL
499
Parthenon LLC
Kentucky
$14.5M +$51.5K +900 +0.4%
UE
500
Unisphere Establishment
Liechtenstein
$14.4M

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.