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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
JPWM
1026
Jamison Private Wealth Management
Georgia
$3.96M +$33K +576 +0.9%
SWA
1027
Stratos Wealth Advisors
Ohio
$3.96M -$308K -5,381 -8%
GFA
1028
Gifford Fong Associates
California
$3.94M
OAM
1029
Ostrum Asset Management
France
$3.93M +$362K +6,333 +11%
HSA
1030
HBK Sorce Advisory
Pennsylvania
$3.92M +$180K +3,139 +5%
FWIA
1031
Fort Washington Investment Advisors
Ohio
$3.92M -$22.4M -391,134 -86%
CNBTD
1032
Citizens National Bank Trust Department
Mississippi
$3.92M -$8.58K -150 -0.2%
XWM
1033
Xcel Wealth Management
Florida
$3.91M -$158K -2,762 -4%
RBFC
1034
Roman Butler Fullerton & Co
Missouri
$3.91M +$230K +4,024 +7%
ALC
1035
Alexander Labrunerie & Co
Missouri
$3.89M +$3.7M +64,697 New
ISL
1036
Ingalls & Snyder LLC
New York
$3.89M -$225K -3,941 -6%
BW
1037
Bison Wealth
Georgia
$3.88M -$2.29K -40 -0.1%
WBC
1038
West Branch Capital
Massachusetts
$3.88M +$351K +6,137 +11%
GIM
1039
Guardian Investment Management
California
$3.87M +$22.9K +400 +0.6%
FMTCOCP
1040
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.85M -$179K -3,133 -5%
FAP
1041
Financial Advisory Partners
Florida
$3.84M -$601K -10,509 -14%
GLA
1042
Great Lakes Advisors
Illinois
$3.84M -$2.39M -41,839 -40%
FF
1043
Fluent Financial
Texas
$3.83M -$969K -16,937 -21%
RPC
1044
Rossmore Private Capital
Connecticut
$3.83M +$121K +2,115 +3%
1WA
1045
180 Wealth Advisors
Washington
$3.83M +$123K +2,148 +3%
SFI
1046
SPC Financial Inc
Maryland
$3.81M +$1.71M +29,830 +89%
SC
1047
Syon Capital
California
$3.81M -$2.99M -52,282 -45%
1SB
1048
1ST Source Bank
Indiana
$3.81M -$58.2K -1,017 -2%
IAN
1049
Integrated Advisors Network
Texas
$3.81M -$36.8K -643 -1%
FGAM
1050
Financial Gravity Asset Management
Texas
$3.81M -$25.1M -438,945 -91%

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.