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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
SIM
776
Stratos Investment Management
Ohio
$6.69M -$350K -6,110 -5%
BCPWM
777
Bradley & Co Private Wealth Management
Florida
$6.68M +$6.35M +111,013 New
AssetMark Inc
778
AssetMark Inc
California
$6.66M -$368K -6,438 -5%
DIA
779
Dana Investment Advisors
Wisconsin
$6.64M -$295K -5,153 -4%
LSA
780
L & S Advisors
California
$6.62M -$1.34M -23,364 -18%
FIB
781
First Interstate Bank
Montana
$6.61M -$374K -6,532 -6%
TMAM
782
Tokio Marine Asset Management
Japan
$6.59M +$151K +2,646 +2%
NS
783
NBC Securities
Alabama
$6.57M -$183K -3,206 -3%
HB
784
HTLF Bank
Colorado
$6.57M -$164K -2,872 -3%
PBC
785
Pavion Blue Capital
California
$6.56M -$20.6K -360 -0.3%
WCM
786
Weik Capital Management
Pennsylvania
$6.55M -$74.4K -1,300 -1%
GIM
787
Grassi Investment Management
California
$6.55M +$275K +4,801 +5%
MGIA
788
Moneta Group Investment Advisors
Missouri
$6.55M +$971K +16,966 +18%
HI
789
Horizon Investments
North Carolina
$6.55M +$350K +6,122 +6%
TPCW
790
TD Private Client Wealth
New York
$6.52M +$620K +10,843 +11%
FPFS
791
First Personal Financial Services
North Carolina
$6.51M -$50.8K -887 -0.8%
LHC
792
Little House Capital
Massachusetts
$6.51M +$490K +8,568 +9%
WAOTB
793
Wealth Advisors of Tampa Bay
Florida
$6.51M -$75.1K -1,313 -1%
GEA
794
Glen Eagle Advisors
New Jersey
$6.5M +$139K +2,430 +2%
LTI
795
Laffer Tengler Investments
Tennessee
$6.49M -$423K -7,390 -6%
NIM
796
NEOS Investment Management
Connecticut
$6.47M +$1.96M +34,212 +47%
WS
797
Wedbush Securities
California
$6.43M +$866K +15,131 +16%
TBA
798
Tower Bridge Advisors
Pennsylvania
$6.42M -$4.14M -72,438 -40%
EAM
799
Erste Asset Management
Austria
$6.42M -$535K -9,350 -8%
UCMOK
800
United Capital Management of KS
Kansas
$6.41M +$56.5K +987 +0.9%

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.