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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
EFS
1401
Essex Financial Services
Connecticut
$2.12M +$174K +3,040 +9%
HWA
1402
HCR Wealth Advisors
California
$2.11M +$1.95K +34 +0.1%
CBT
1403
CoreFirst Bank & Trust
Kansas
$2.1M -$8.87K -155 -0.4%
IIC
1404
Ironwood Investment Counsel
Arizona
$2.1M -$60.1K -1,050 -3%
I
1405
InceptionR
California
$2.09M +$1.98M +34,687 New
WWM
1406
Wolff Wiese Magana
California
$2.09M +$13.2K +230 +0.7%
GWP
1407
Gen-Wealth Partners
Michigan
$2.08M +$1.98M +34,612 New
PWP
1408
Pursue Wealth Partners
California
$2.08M
EWA
1409
Etesian Wealth Advisors
Oregon
$2.08M -$70.7K -1,235 -3%
BHBT
1410
Burke & Herbert Bank & Trust
Virginia
$2.07M -$349K -6,093 -15%
RFA
1411
ROI Financial Advisors
Oregon
$2.05M +$4.58K +80 +0.2%
EA
1412
Ellsworth Advisors
Ohio
$2.04M +$33.2K +581 +2%
LB
1413
Legacy Bridge
Iowa
$2.04M +$90.1K +1,574 +5%
SAM
1414
Secure Asset Management
Michigan
$2.04M +$512K +8,946 +36%
NFA
1415
Northern Financial Advisors
Michigan
$2.03M +$13K +227 +0.7%
RFG
1416
RFP Financial Group
Georgia
$2.02M -$59.4K -1,038 -3%
XSC
1417
X-Square Capital
Puerto Rico
$2.02M -$20.6K -360 -1%
PA
1418
PFG Advisors
Arizona
$2.02M +$382K +6,677 +25%
CCIA
1419
Cherry Creek Investment Advisors
Colorado
$2.01M +$119K +2,084 +7%
TCOO
1420
Trust Company of Oklahoma
Oklahoma
$2.01M -$41.9K -732 -2%
PAG
1421
Powers Advisory Group
Illinois
$2.01M -$143K -2,495 -7%
SXL
1422
Summit X LLC
Missouri
$2.01M +$90.5K +1,582 +5%
AIA
1423
Armor Investment Advisors
North Carolina
$2.01M +$72.1K +1,260 +4%
IFS
1424
Ifrah Financial Services
Arkansas
$2.01M +$37.6K +657 +2%
GTAM
1425
Global Trust Asset Management
Florida
$2.01M -$113K -1,982 -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.