We are live on ! Find out more
WMT icon

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
MJRIC
1076
Mogy Joel R Investment Counsel
California
$3.66M -$47K -822 -1%
FFP
1077
FourThought Financial Partners
Florida
$3.66M +$16.4K +287 +0.5%
CI
1078
Centerstone Investors
New York
$3.65M
MSS
1079
Mitchell Sinkler & Starr
Pennsylvania
$3.63M +$116K +2,031 +3%
TW
1080
TrinityPoint Wealth
Connecticut
$3.63M +$102K +1,782 +3%
MPM
1081
Meritage Portfolio Management
Kansas
$3.63M -$69.9K -1,222 -2%
EWA
1082
EverSource Wealth Advisors
Alabama
$3.62M +$507K +8,856 +17%
GSC
1083
Grey Street Capital
Illinois
$3.62M +$3.09M +54,053 +903%
GWM
1084
Geneos Wealth Management
Colorado
$3.62M +$262K +4,582 +8%
QPBE
1085
Quintet Private Bank (Europe)
Luxembourg
$3.61M -$1.21M -21,076 -29%
KFBMI
1086
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.61M
MIC
1087
Meridian Investment Counsel
California
$3.61M -$69.2K -1,209 -2%
QCG
1088
Quadrant Capital Group
Ohio
$3.61M +$38.7K +676 +1%
OAM
1089
Occidental Asset Management
California
$3.61M +$265K +4,632 +8%
AWM
1090
Aries Wealth Management
Maine
$3.6M -$55K -961 -2%
FGP
1091
Foyston, Gordon, & Payne
Ontario, Canada
$3.6M
FHA
1092
Flagship Harbor Advisors
Massachusetts
$3.59M +$213K +3,714 +7%
RSWM
1093
Robertson Stephens Wealth Management
California
$3.59M -$1.47M -25,744 -30%
CAM
1094
ClariVest Asset Management
California
$3.58M -$8.05M -140,652 -70%
CBB
1095
Citizens Business Bank
California
$3.57M -$14.6K -256 -0.4%
HNW
1096
High Note Wealth
Minnesota
$3.57M +$91.9K +1,607 +3%
CG
1097
Caprock Group
Idaho
$3.56M +$200K +3,490 +6%
WP
1098
WealthShield Partners
North Carolina
$3.56M +$71.6K +1,252 +2%
WIA
1099
World Investment Advisors
California
$3.55M -$490K -8,568 -13%
CA
1100
CGN Advisors
Kansas
$3.54M +$55.9K +977 +2%

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.