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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
VT
826
Vise Technologies
New York
$5.96M +$818K +14,291 +17%
APSI
827
Asset Planning Services Inc
Louisiana
$5.95M -$15.7K -275 -0.3%
SEC
828
Seven Eight Capital
New York
$5.91M +$5.14M +89,850 +1,063%
FLPIM
829
F.L. Putnam Investment Management
Massachusetts
$5.91M -$402K -7,034 -7%
DPAM
830
Degroof Petercam Asset Management
Belgium
$5.9M -$206K -3,600 -4%
NW
831
NewEdge Wealth
Pennsylvania
$5.89M +$462K +8,068 +9%
SAM
832
Silphium Asset Management
United Kingdom
$5.88M
HCM
833
Hilton Capital Management
New York
$5.88M +$15.7K +275 +0.3%
CICC
834
Capital Investment Counsel (Colorado)
Colorado
$5.88M +$2M +34,870 +55%
DT
835
Diversified Trust
Tennessee
$5.88M -$558K -9,751 -9%
TYCC
836
Texas Yale Capital Corp
Florida
$5.88M +$240K +4,200 +4%
SAM
837
SignalPoint Asset Management
Missouri
$5.87M +$238K +4,159 +4%
FFA
838
Fragasso Financial Advisors
Pennsylvania
$5.84M -$344K -6,018 -6%
SAM
839
Strategy Asset Managers
California
$5.82M +$172K +3,009 +3%
FMWA
840
Forvis Mazars Wealth Advisors
Missouri
$5.79M +$118K +2,055 +2%
AAS
841
Ameritas Advisory Services
Nebraska
$5.79M +$592K +10,338 +12%
RMAM
842
Raab & Moskowitz Asset Management
New Jersey
$5.79M +$36.6K +640 +0.7%
OIM
843
Opus Investment Management
Massachusetts
$5.78M
SP
844
Symmetry Partners
Connecticut
$5.77M -$420K -7,344 -7%
PD
845
Point72 (DIFC)
United Arab Emirates
$5.77M +$5.48M +95,841 New
FNBOO
846
First National Bank of Omaha
Nebraska
$5.76M -$3.51M -61,335 -48%
RFM
847
Royal Fund Management
Florida
$5.75M +$28.2K +492 +0.5%
HCM
848
Horrell Capital Management
Arkansas
$5.7M +$25.2K +441 +0.5%
CA
849
Commerzbank Aktiengesellschaft
Germany
$5.68M +$443K +7,743 +9%
SAM
850
Silvercrest Asset Management
New York
$5.65M -$369K -6,442 -6%

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.