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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
P
901
&Partners
Tennessee
$5.14M +$1.3M +22,658 +36%
MG
902
Marex Group
$5.12M -$2.15M -37,559 -31%
SW
903
SlateStone Wealth
Florida
$5.11M +$533K +9,310 +12%
HZ
904
Hixon Zuercher
Ohio
$5.1M +$135K +2,363 +3%
SCM
905
Spring Capital Management
Texas
$5.1M -$276K -4,830 -5%
KP
906
Keel Point
Alabama
$5.08M +$331K +5,781 +7%
NEAM
907
New England Asset Management
Connecticut
$5.07M +$291K +5,080 +6%
CA
908
CV Advisors
Florida
$5.04M -$11.9M -207,583 -71%
ECM
909
Estabrook Capital Management
New York
$5.04M -$73.6K -1,286 -2%
SVWAG
910
Sound View Wealth Advisors Group
Georgia
$5.04M -$671K -11,723 -12%
LWMM
911
Legacy Wealth Management (Mississippi)
Mississippi
$5.03M
PC
912
Permanens Capital
New York
$5.02M +$540K +9,429 +13%
CI
913
CX Institutional
Indiana
$5.02M +$210K +3,676 +5%
WCM
914
Windward Capital Management
California
$5M -$76.2K -1,331 -2%
BOH
915
Bank of Hawaii
Hawaii
$5M -$117K -2,048 -2%
LWCFA
916
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5M -$11.5K -201 -0.2%
HA
917
Herold Advisors
New York
$4.99M +$146K +2,555 +3%
EWM
918
Evercore Wealth Management
New York
$4.96M +$1.49K +26 +0%
FB
919
Fulton Bank
Pennsylvania
$4.95M -$104K -1,812 -2%
MFS
920
Mirabella Financial Services
United Kingdom
$4.95M +$247K +4,313 +6%
HC
921
Hourglass Capital
Texas
$4.94M -$35K -612 -0.7%
AF
922
Alerus Financial
North Dakota
$4.94M +$52.2K +912 +1%
CCT
923
Capital City Trust
Florida
$4.93M -$78.2K -1,366 -2%
BA
924
Birinyi Associates
Connecticut
$4.91M +$85.5K +1,495 +2%
GL
925
Graypoint LLC
New York
$4.91M -$61.7K -1,078 -1%

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.