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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
WWM
1151
WT Wealth Management
Arizona
$3.27M +$95.3K +1,666 +3%
DFA
1152
Delta Financial Advisors
Louisiana
$3.26M +$4.41K +77 +0.1%
IAS
1153
Insigneo Advisory Services
Florida
$3.26M -$172K -3,000 -5%
MCM
1154
Mendel Capital Management
Arkansas
$3.26M -$58K -1,014 -2%
CGI
1155
Comgest Global Investors
France
$3.25M
AFWM
1156
AMJ Financial Wealth Management
Virginia
$3.25M +$177K +3,093 +6%
CCG
1157
Ceeto Capital Group
Florida
$3.24M
ACG
1158
Allen Capital Group
Nebraska
$3.24M +$183K +3,207 +6%
TCPG
1159
Trivant Custom Portfolio Group
California
$3.24M -$103K -1,799 -3%
QWM
1160
Quadcap Wealth Management
Texas
$3.23M +$22.9K +400 +0.8%
NG
1161
Northstar Group
New York
$3.23M +$29.5K +515 +1%
CIAS
1162
Capital Investment Advisory Services
North Carolina
$3.23M +$167K +2,921 +6%
GQG Partners
1163
GQG Partners
Florida
$3.22M -$110K -1,914 -3%
JSL
1164
JT Stratford LLC
Georgia
$3.21M +$933K +16,307 +44%
KWA
1165
Kingswood Wealth Advisors
California
$3.21M +$223K +3,904 +8%
BMA
1166
Brooks Moore & Associates
Tennessee
$3.21M +$4.23K +74 +0.1%
WG
1167
Wealth Group
North Carolina
$3.2M +$3.05M +53,238 New
BC
1168
Broadwater Capital
Massachusetts
$3.19M +$57 +1 +0%
MS
1169
Madden Securities
Texas
$3.18M +$93.3K +1,630 +3%
PFGIA
1170
Patriot Financial Group Insurance Agency
Massachusetts
$3.18M -$31.3K -547 -1%
PCA
1171
Peddock Capital Advisors
Massachusetts
$3.18M +$61.6K +1,076 +2%
BCM
1172
Bayesian Capital Management
New York
$3.18M +$3.02M +52,800 New
FIA
1173
Foundations Investment Advisors
Arizona
$3.18M -$253K -4,413 -8%
TCM
1174
Telos Capital Management
California
$3.18M +$21.3K +373 +0.7%
SPFA
1175
Summit Place Financial Advisors
New Jersey
$3.17M -$123K -2,142 -4%

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.