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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
AIM
1276
Aspen Investment Management
Michigan
$2.62M -$32.7K -572 -1%
HVP
1277
Hudson Value Partners
Florida
$2.61M -$144K -2,511 -5%
KCM
1278
Kanawha Capital Management
Virginia
$2.61M +$152K +2,658 +7%
BC
1279
Belmont Capital
California
$2.61M +$22.9K +400 +0.9%
CVA
1280
Central Valley Advisors
California
$2.59M +$105K +1,840 +4%
ACS
1281
Archford Capital Strategies
Illinois
$2.59M -$74.4K -1,301 -3%
PCM
1282
Parsons Capital Management
Rhode Island
$2.59M +$52.6K +919 +2%
JWM
1283
JPL Wealth Management
Colorado
$2.59M +$584K +10,212 +31%
SFO
1284
Stokes Family Office
Louisiana
$2.58M +$145K +2,529 +6%
WG
1285
Welch Group
Alabama
$2.58M +$40.4K +706 +2%
IA
1286
IFP Advisors
Florida
$2.57M -$32.3K -564 -1%
BHPW
1287
Beverly Hills Private Wealth
California
$2.56M -$292K -5,097 -11%
SP
1288
Successful Portfolios
Florida
$2.56M +$269K +4,706 +12%
MHS
1289
M Holdings Securities
Oregon
$2.56M -$990K -17,310 -29%
ECM
1290
Evergreen Capital Management
Washington
$2.55M +$75.7K +1,323 +3%
MWM
1291
Mission Wealth Management
California
$2.54M -$128K -2,237 -5%
AC
1292
Abbrea Capital
California
$2.54M +$58.3K +1,019 +2%
HTHT
1293
Hemenway Trust Hemenway Trust
New Hampshire
$2.54M -$29.2K -510 -1%
OHWP
1294
Oak Harbor Wealth Partners
North Carolina
$2.54M +$7.27K +127 +0.3%
RHDIC
1295
R.H. Dinel Investment Counsel
California
$2.54M
SLC
1296
Second Line Capital
Louisiana
$2.53M +$500K +8,745 +26%
RWM
1297
Rockline Wealth Management
New York
$2.53M +$65.7K +1,148 +3%
PFT
1298
Providence First Trust
Arizona
$2.53M +$450K +7,863 +23%
WCA
1299
Westover Capital Advisors
Delaware
$2.53M -$80.8K -1,412 -3%
CAM
1300
Cidel Asset Management
Ontario, Canada
$2.52M -$40.1K -700 -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.