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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
NSIM
1176
North Star Investment Management
Illinois
$3.14M +$37.5K +655 +1%
RF
1177
Robbins Farley
New Hampshire
$3.13M +$137K +2,401 +5%
AA
1178
AlphaQ Advisors
Florida
$3.13M -$77.9K -1,362 -3%
HBWM
1179
Hollow Brook Wealth Management
New York
$3.11M +$19.2K +336 +0.7%
MFGM
1180
Marshall Financial Group (Maryland)
Maryland
$3.1M +$133K +2,318 +5%
SAM
1181
Summit Asset Management
Tennessee
$3.1M -$16.5K -288 -0.6%
QWP
1182
Quotient Wealth Partners
Texas
$3.1M -$1.59M -27,806 -35%
CAMG
1183
CWA Asset Management Group
Florida
$3.09M +$216K +3,769 +8%
JWCA
1184
J.W. Coons Advisors
Ohio
$3.09M -$40.1K -700 -1%
DI
1185
Diligent Investors
California
$3.08M -$20.3K -355 -0.7%
PA
1186
Profund Advisors
Maryland
$3.08M -$410K -7,162 -12%
WCM
1187
Wunderlich Capital Managemnt
Tennessee
$3.07M -$172K -3,007 -6%
PL
1188
Plancorp LLC
Missouri
$3.07M +$75.8K +1,325 +3%
AI
1189
Arvest Investments
Arkansas
$3.06M -$87.3K -1,526 -3%
SIAP
1190
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.06M +$82.2K +1,436 +3%
SIA
1191
Schechter Investment Advisors
Michigan
$3.06M +$12.4K +217 +0.4%
OWA
1192
Octavia Wealth Advisors
Ohio
$3.06M -$35.8K -625 -1%
PFA
1193
Pathway Financial Advisers
Indiana
$3.05M -$217K -3,788 -7%
PVI
1194
Pine Valley Investments
New Jersey
$3.05M -$23.6K -412 -0.8%
AIA
1195
AIMZ Investment Advisors
California
$3.04M -$103K -1,798 -3%
PWM
1196
Peterson Wealth Management
Nevada
$3.04M +$741K +12,953 +35%
GM
1197
GeoWealth Management
Illinois
$3.03M +$706K +12,340 +32%
MMHP
1198
Murphy Middleton Hinkle & Parker
Georgia
$3.03M +$33.5K +586 +1%
Koshinski Asset Management
1199
Koshinski Asset Management
Illinois
$3.03M +$512K +8,949 +22%
WCM
1200
Weaver Capital Management
Georgia
$3.02M +$403K +7,052 +16%

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.