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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
EWM
651
Executive Wealth Management
Michigan
$9.02M -$1.36M -23,818 -14%
OPCM
652
Osborne Partners Capital Management
California
$8.99M -$19.1K -333 -0.2%
WAS
653
Wesleyan Assurance Society
United Kingdom
$8.98M
IWM
654
IHT Wealth Management
Illinois
$8.95M -$397K -6,942 -4%
HFS
655
Hantz Financial Services
Michigan
$8.94M -$758K -13,239 -8%
RT
656
Rockland Trust
Massachusetts
$8.94M -$2.33M -40,727 -22%
KJHP
657
K.J. Harrison & Partners
Ontario, Canada
$8.94M -$5.18M -90,451 -38%
SW
658
SVB Wealth
Massachusetts
$8.92M -$372K -6,494 -4%
SPG
659
Strategic Planning Group
Utah
$8.9M +$1.41M +24,588 +20%
CFG
660
Citizens Financial Group
Rhode Island
$8.89M +$2.17K +38 +0%
AAM
661
Auxier Asset Management
Oregon
$8.89M -$33.5K -585 -0.4%
EWA
662
EP Wealth Advisors
California
$8.88M +$256K +4,477 +3%
TFA
663
Toth Financial Advisory
Virginia
$8.87M +$34.4K +602 +0.4%
BWL
664
Bogart Wealth LLC
Virginia
$8.85M +$390K +6,821 +5%
AG
665
AlTi Global
New York
$8.79M +$3.69M +64,517 +80%
First Manhattan
666
First Manhattan
New York
$8.78M -$56.4K -985 -0.7%
TNBTD
667
Trustmark National Bank Trust Department
Mississippi
$8.77M +$187K +3,262 +2%
MA
668
Mutual Advisors
Nebraska
$8.74M +$1.04M +18,155 +14%
PAI
669
Pittenger & Anderson Inc
Nebraska
$8.72M +$5.55K +97 +0.1%
NB
670
Northwest Bancshares
Pennsylvania
$8.69M +$206K +3,594 +3%
BOC
671
Barbara Oil Co
Illinois
$8.66M
MAM
672
Meeder Asset Management
Ohio
$8.66M +$7.5M +131,036 +1,013%
AA
673
ALPS Advisors
Colorado
$8.61M +$24.4K +426 +0.3%
VFA
674
Valeo Financial Advisors
Indiana
$8.58M +$414K +7,234 +5%
S
675
SignatureFD
Georgia
$8.55M +$55K +962 +0.7%

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.