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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
CMTU
1526
Capital Markets Trading (UK)
United Kingdom
$1.73M +$1.64M +28,719 New
CAG
1527
Crestwood Advisors Group
Massachusetts
$1.73M -$94.9K -1,658 -5%
JE
1528
JMAC Enterprises
Pennsylvania
$1.72M -$27.8K -486 -2%
CJL
1529
Cyrus J. Lawrence
New York
$1.72M +$1.63M +28,560 New
MWM
1530
Modern Wealth Management
Kansas
$1.71M +$97.5K +1,704 +6%
LWL
1531
Leo Wealth LLC
Texas
$1.71M -$2.58M -45,169 -61%
PWM
1532
PBMares Wealth Management
Virginia
$1.71M -$7.32K -128 -0.4%
MW
1533
Marcum Wealth
Ohio
$1.71M -$6.01K -105 -0.4%
NL
1534
Navalign LLC
California
$1.7M +$19.5K +340 +1%
STA
1535
Summit Trail Advisors
New York
$1.7M +$296K +5,176 +23%
CGH
1536
CMG Global Holdings
Texas
$1.7M +$21.7K +380 +1%
PWMG
1537
Prestige Wealth Management Group
New Jersey
$1.7M +$22.9K +401 +1%
HI
1538
Humankind Investments
New York
$1.69M -$14.4K -252 -0.9%
SM
1539
Samjo Management
New York
$1.69M -$3.43K -60 -0.2%
MC
1540
Machina Capital
France
$1.69M +$1.61M +28,115 New
PG
1541
Patten Group
Tennessee
$1.69M +$12.3K +215 +0.8%
PCG
1542
PFC Capital Group
California
$1.69M -$22.8K -398 -1%
BFPW
1543
BOK Financial Private Wealth
Colorado
$1.69M -$60.1K -1,051 -4%
FNBTCON
1544
First National Bank & Trust Co of Newtown
Pennsylvania
$1.69M -$18.4K -321 -1%
PNC
1545
Park National Corp
Ohio
$1.69M +$112K +1,953 +7%
MCM
1546
Monument Capital Management
Virginia
$1.69M -$2.29M -40,048 -59%
CAGAS
1547
Capital Advisory Group Advisory Services
Minnesota
$1.68M +$46.2K +808 +3%
RFA
1548
Resurgent Financial Advisors
Georgia
$1.68M +$43K +751 +3%
WA
1549
WBH Advisory
Maryland
$1.67M -$177K -3,090 -10%
CHJWM
1550
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.66M -$48.9K -855 -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.