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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
HCM
1201
Harvey Capital Management
Florida
$3.01M
PTC
1202
Private Trust Company
Ohio
$3M +$29.8K +521 +1%
William Blair Investment Management
1203
William Blair Investment Management
Illinois
$2.99M -$57.6K -1,006 -2%
GIM
1204
Gold Investment Management
Alberta, Canada
$2.98M +$5.21K +91 +0.2%
GWANC
1205
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.98M +$134K +2,342 +5%
SFG
1206
Snider Financial Group
Washington
$2.98M +$98.7K +1,725 +4%
CTC
1207
Cetera Trust Company
Minnesota
$2.98M -$112K -1,950 -4%
NGA
1208
Naples Global Advisors
Florida
$2.97M -$18K -314 -0.6%
DAC
1209
Dividend Assets Capital
South Carolina
$2.97M -$38.9K -679 -1%
DPIM
1210
Duff & Phelps Investment Management
Illinois
$2.97M +$92.9K +1,624 +3%
FWM
1211
Finer Wealth Management
Massachusetts
$2.97M +$167K +2,916 +6%
VA
1212
Valmark Advisers
Ohio
$2.96M +$235K +4,103 +9%
OF
1213
Outfitter Financial
Maine
$2.96M -$241K -4,210 -8%
HH
1214
Hilltop Holdings
Texas
$2.94M +$77.1K +1,347 +3%
SCP
1215
Silverleafe Capital Partners
Tennessee
$2.93M -$696K -12,164 -20%
WPC
1216
Wedmont Private Capital
Pennsylvania
$2.93M +$225K +3,924 +9%
WWM
1217
Western Wealth Management
Colorado
$2.93M -$1.19M -20,862 -30%
WSFS
1218
Wilmington Savings Fund Society
Delaware
$2.92M +$2.78M +48,534 New
DP
1219
Dearborn Partners
Illinois
$2.92M -$123K -2,152 -4%
MECA
1220
Miller Equity Capital Advisors
Texas
$2.92M
MIM
1221
Miller Investment Management
Pennsylvania
$2.92M
NW
1222
Naviter Wealth
Arkansas
$2.91M +$82.6K +1,444 +3%
IGGA
1223
Iron Gate Global Advisors
Utah
$2.91M +$17.5K +306 +0.6%
LNB
1224
Ledyard National Bank
$2.9M -$9.15K -160 -0.3%
EHWM
1225
Eads & Heald Wealth Management
Georgia
$2.9M -$184K -3,212 -6%

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.