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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
WCM
1376
Windsor Capital Management
Arizona
$2.21M -$27.8K -485 -1%
WAM
1377
Weatherly Asset Management
California
$2.2M -$16.6K -290 -0.8%
SIM
1378
Sterling Investment Management
Arizona
$2.2M -$12.7K -222 -0.6%
DA
1379
Doliver Advisors
Texas
$2.2M -$14.5K -254 -0.7%
BC
1380
Bowman & Company
Wisconsin
$2.2M -$50.9K -889 -2%
VAM
1381
Verity Asset Management
North Carolina
$2.19M +$30.8K +539 +2%
GCM
1382
Gibraltar Capital Management
Oklahoma
$2.19M -$78.4K -1,371 -4%
UHC
1383
Union Heritage Capital
Michigan
$2.19M +$286K +4,992 +16%
CWM
1384
Compass Wealth Management
Connecticut
$2.18M +$368K +6,435 +22%
BTI
1385
Blue Trust Inc
Georgia
$2.18M +$54.8K +958 +3%
WAAG
1386
Wealth Alliance Advisory Group
Kansas
$2.18M -$255K -4,460 -11%
AG
1387
AIA Group
Hong Kong
$2.17M -$5.56M -97,095 -73%
CFIA
1388
Cantor Fitzgerald Investment Advisors
New York
$2.17M -$297K -5,197 -13%
GCM
1389
Gables Capital Management
Florida
$2.17M -$40.3K -705 -2%
IIL
1390
Insight Inv LLC
California
$2.16M +$9.44K +165 +0.5%
CA
1391
Continuum Advisory
Idaho
$2.16M -$120K -2,097 -6%
EP
1392
Eudaimonia Partners
Tennessee
$2.16M +$4.81K +84 +0.2%
GWMR
1393
GC Wealth Management RIA
Massachusetts
$2.16M +$525K +9,169 +34%
BIA
1394
Beacon Investment Advisors
Maryland
$2.15M +$53.4K +934 +3%
CA
1395
Claro Advisors
Massachusetts
$2.14M +$49K +856 +2%
SAM
1396
Shell Asset Management
Netherlands
$2.13M +$338K +5,912 +23%
OC
1397
Oarsman Capital
Wisconsin
$2.13M -$81.4K -1,422 -4%
BAM
1398
Belpointe Asset Management
Nevada
$2.13M +$217K +3,797 +12%
AIM
1399
Aigen Investment Management
New York
$2.12M +$2.02M +35,275 New
MMA
1400
Miracle Mile Advisors
California
$2.12M -$4.56M -79,718 -69%

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.