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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
TCA
1251
Trifecta Capital Advisors
Illinois
$2.72M +$95K +1,661 +4%
SOAMC
1252
Spirit of America Management Corp
New York
$2.72M
Jones Financial Companies
1253
Jones Financial Companies
Missouri
$2.72M +$324K +5,668 +14%
AMBIA
1254
Allen Mooney & Barnes Investment Advisors
Georgia
$2.71M +$124K +2,161 +5%
BSB
1255
Bangor Savings Bank
Maine
$2.71M +$12.3K +215 +0.5%
CNBT
1256
Canandaigua National Bank & Trust
New York
$2.71M +$137K +2,391 +6%
ECU
1257
Eisler Capital (US)
New York
$2.71M +$2.57M +44,990 New
FTWA
1258
Fifth Third Wealth Advisors
Ohio
$2.7M +$248K +4,335 +11%
FBC
1259
Fairfield, Bush & Co
Connecticut
$2.7M -$44.5K -778 -2%
MSF
1260
Mustard Seed Financial
Arkansas
$2.7M -$10.4K -181 -0.4%
PWA
1261
Providence Wealth Advisors
Illinois
$2.7M -$484K -8,460 -16%
JAM
1262
JCIC Asset Management
Ontario, Canada
$2.7M +$71.2K +1,244 +3%
CCG
1263
Chatham Capital Group
Georgia
$2.68M +$30K +525 +1%
ACM
1264
Allred Capital Management
Texas
$2.68M +$17.4K +304 +0.7%
JFGIW
1265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.68M -$509K -8,902 -17%
CWP
1266
CFM Wealth Partners
Texas
$2.67M +$140K +2,441 +6%
SAI
1267
Systematic Alpha Investments
New Jersey
$2.65M
S
1268
SimplyRich
California
$2.65M +$7.21K +126 +0.3%
LA
1269
LM Advisors
California
$2.65M +$675K +11,789 +37%
HIA
1270
Harbor Investment Advisory
Maryland
$2.65M -$973 -17 -0%
HVIA
1271
Hudson Valley Investment Advisors
New York
$2.65M -$96.2K -1,682 -4%
RGC
1272
Roberts, Glore & Co
Illinois
$2.64M -$238K -4,160 -9%
AWM
1273
Avior Wealth Management
Nebraska
$2.64M +$672K +11,751 +37%
BFG
1274
Beacon Financial Group
Texas
$2.63M -$34.7K -606 -1%
SLI
1275
Sumitomo Life Insurance
Japan
$2.63M -$50.3K -879 -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.