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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
MCI
1501
MRP Capital Investments
Georgia
$1.8M -$22.7K -396 -1%
PWG
1502
Portside Wealth Group
Utah
$1.8M -$301K -5,262 -15%
WA
1503
Wealth Alliance
New York
$1.8M +$46.1K +806 +3%
JWM
1504
Jeppson Wealth Management
California
$1.79M -$24K -420 -1%
WPP
1505
Whalerock Point Partners
Rhode Island
$1.78M +$73K +1,275 +4%
AWP
1506
Accretive Wealth Partners
New Jersey
$1.78M -$7.67K -134 -0.4%
LCM
1507
LCM Capital Management
Illinois
$1.78M +$2.52K +44 +0.1%
PBK
1508
Peoples Bank (Kansas)
Kansas
$1.78M -$55.8K -975 -3%
RLWM
1509
RF&L Wealth Management
Massachusetts
$1.77M
NHC
1510
Nicholas Hoffman & Company
Georgia
$1.77M -$7.78K -136 -0.5%
AA
1511
Altman Advisors
Illinois
$1.76M +$39.3K +687 +2%
PWA
1512
Provenance Wealth Advisors
Florida
$1.76M +$105K +1,834 +7%
PL
1513
Perpetual Ltd
Australia
$1.76M -$410K -7,162 -20%
JIC
1514
Joel Isaacson & Co
New York
$1.76M +$349K +6,099 +26%
VDI
1515
Vaughan David Investments
Illinois
$1.76M +$30.7K +536 +2%
AFP
1516
Ausdal Financial Partners
Iowa
$1.76M -$40.3K -705 -2%
BONH
1517
Bank of New Hampshire
New Hampshire
$1.76M -$35.4K -618 -2%
FPB
1518
First PREMIER Bank
South Dakota
$1.75M -$21.5K -375 -1%
IP
1519
Ignite Planners
California
$1.75M -$219K -3,824 -12%
FCP
1520
Fidelis Capital Partners
Florida
$1.75M -$62K -1,083 -4%
MSCM
1521
McElhenny Sheffield Capital Management
Texas
$1.74M +$572K +10,001 +53%
ZIC
1522
ZWJ Investment Counsel
Georgia
$1.74M +$711K +12,419 +75%
BI
1523
Ballast Inc
Kentucky
$1.74M +$172K +3,005 +12%
CA
1524
CoreCap Advisors
Michigan
$1.73M -$831K -14,525 -34%
Wolverine Trading
1525
Wolverine Trading
Illinois
$1.73M -$9.92M -173,448 -86%

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.