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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
FFN
1451
Focus Financial Network
Minnesota
$1.93M -$1.4M -24,540 -43%
PPWP
1452
Proquility Private Wealth Partners
Nevada
$1.93M +$52.4K +916 +3%
GI
1453
GAMMA Investing
California
$1.93M +$332K +5,809 +22%
OIA
1454
Optimum Investment Advisors
Illinois
$1.92M +$25.9K +453 +1%
OFS
1455
OMC Financial Services
New York
$1.92M +$1.83M +31,961 New
JIP
1456
Jaffetilchin Investment Partners
Florida
$1.92M +$6.35K +111 +0.3%
TA
1457
TruWealth Advisors
Louisiana
$1.92M -$9.96K -174 -0.5%
CP
1458
Canopy Partners
Ohio
$1.92M +$117K +2,043 +7%
PA
1459
Procyon Advisors
Connecticut
$1.92M -$2.46K -43 -0.1%
3IP
1460
3Chopt Investment Partners
Virginia
$1.91M +$37.9K +663 +2%
HCP
1461
Holt Capital Partners
Texas
$1.91M -$4.46K -78 -0.2%
ACM
1462
Argent Capital Management
Missouri
$1.91M
BIG
1463
Brooklyn Investment Group
New York
$1.91M -$35K -612 -2%
HCM
1464
Highview Capital Management
Illinois
$1.9M +$79.9K +1,396 +5%
GGI
1465
Godsey & Gibb Inc
Virginia
$1.9M +$133K +2,331 +8%
B
1466
Bailard
California
$1.9M -$1.26K -22 -0.1%
PWS
1467
Peterson Wealth Services
Utah
$1.9M +$122K +2,128 +7%
MIM
1468
MTM Investment Management
South Carolina
$1.89M +$11K +193 +0.6%
APF
1469
Alaska Permanent Fund
Alaska
$1.89M +$252K +4,409 +16%
MCM
1470
Manchester Capital Management
Vermont
$1.89M +$8.18K +143 +0.5%
CBT
1471
Central Bank & Trust
Kentucky
$1.88M +$142K +2,490 +9%
SCM
1472
SOL Capital Management
Maryland
$1.88M
RGF
1473
Retirement Guys Formula
Ohio
$1.87M +$1.24M +21,667 +231%
QCIG
1474
Quad-Cities Investment Group
Iowa
$1.87M -$56.1K -980 -3%
MFG
1475
MidWestOne Financial Group
Iowa
$1.87M +$53.1K +928 +3%

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.