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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
BOS
1326
Bank of Stockton
California
$2.37M -$11.6K -202 -0.5%
9WM
1327
9258 Wealth Management
Ohio
$2.37M +$22.4K +391 +1%
SNBOSCI
1328
Security National Bank of Sioux City Iowa
Iowa
$2.36M -$63.5K -1,110 -3%
BHA
1329
Beech Hill Advisors
New York
$2.36M +$5.38K +94 +0.2%
KCM
1330
Kathmere Capital Management
Pennsylvania
$2.35M +$328K +5,737 +17%
NMM
1331
Naples Money Management
Florida
$2.35M +$2.23M +38,913 +30,165%
SF
1332
Symphony Financial
Texas
$2.35M +$41.6K +727 +2%
SACTSONJ
1333
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.35M
SGM
1334
Scalar Gauge Management
Texas
$2.35M +$515K +9,000 +30%
PCA
1335
Prosperity Capital Advisors
Ohio
$2.34M +$1.1M +19,267 +98%
DWM
1336
Darwin Wealth Management
Florida
$2.34M -$324K -5,667 -13%
MMG
1337
Monetary Management Group
Missouri
$2.34M +$147K +2,571 +7%
MWA
1338
Midland Wealth Advisors
Illinois
$2.34M +$88.4K +1,545 +4%
AFG
1339
Atomi Financial Group
New York
$2.33M +$836K +14,613 +60%
LCC
1340
Lincoln Capital Corp
Rhode Island
$2.33M -$64.7K -1,130 -3%
VWMG
1341
Virginia Wealth Management Group
Virginia
$2.33M -$64.8K -1,132 -3%
RP
1342
Riverbridge Partners
Minnesota
$2.32M -$68.2K -1,192 -3%
TCA
1343
Transcend Capital Advisors
New Jersey
$2.31M +$154K +2,700 +8%
BTWM
1344
Baker Tilly Wealth Management
Wisconsin
$2.31M -$79.4K -1,388 -3%
CGL
1345
Clarius Group LLC
Washington
$2.31M -$247K -4,314 -10%
QP
1346
Quilter Plc
United Kingdom
$2.31M +$52.2K +912 +2%
I
1347
INVST
Indiana
$2.3M +$169K +2,954 +8%
NL
1348
NVWM LLC
Pennsylvania
$2.3M -$37.4K -654 -2%
WPC
1349
White Pine Capital
Minnesota
$2.3M +$165K +2,883 +8%
AS
1350
Altshuler Shaham
Israel
$2.3M -$2.58M -45,150 -54%

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.