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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
LTAS
1576
Linden Thomas Advisory Services
North Carolina
$1.61M +$369K +6,456 +32%
RFA
1577
Register Financial Advisors
Georgia
$1.6M +$5.72K +100 +0.4%
AIC
1578
Archer Investment Corporation
Indiana
$1.6M +$8.64K +151 +0.6%
GWM
1579
Gray Wealth Management
Maine
$1.6M -$51.8K -906 -3%
DAM
1580
Diamant Asset Management
Connecticut
$1.6M -$858 -15 -0.1%
MFF
1581
Mango Five Family
Nevada
$1.6M
GC
1582
Gilbert & Cook
Iowa
$1.6M -$57 -1 -0%
LI
1583
LRI Investments
Florida
$1.59M +$1.52M +26,507 New
SMA
1584
Sage Mountain Advisors
Georgia
$1.59M +$23.1K +404 +2%
MCM
1585
Mengis Capital Management
Oregon
$1.59M +$1.51M +26,436 New
CCM
1586
Chilton Capital Management
Texas
$1.58M -$6.87K -120 -0.5%
OCM
1587
Orser Capital Management
Texas
$1.58M -$34.3K -600 -2%
IBOK
1588
Independence Bank of Kentucky
Kentucky
$1.58M +$211K +3,685 +16%
SOS
1589
Silver Oak Securities
Tennessee
$1.58M -$13.3K -232 -0.9%
WC
1590
Wynn Capital
Georgia
$1.57M +$10.6K +185 +0.7%
FAG
1591
Fortitude Advisory Group
Washington
$1.57M -$32.4K -566 -2%
VBCG
1592
Valley Brook Capital Group
Pennsylvania
$1.57M +$153K +2,681 +11%
NWM
1593
Northwest Wealth Management
Iowa
$1.57M +$41.7K +729 +3%
MBT
1594
Montecito Bank & Trust
California
$1.57M -$39K -682 -3%
AIC
1595
Argus Investors Counsel
New York
$1.57M -$214K -3,736 -13%
SAW
1596
Signal Advisors Wealth
Michigan
$1.57M +$718K +12,543 +93%
IIA
1597
IPG Investment Advisors
California
$1.57M -$21.5K -375 -1%
AC
1598
Avestar Capital
New York
$1.57M +$293K +5,116 +24%
BFM
1599
Boston Financial Management
Massachusetts
$1.56M -$183K -3,205 -11%
WWS
1600
Wellington Wealth Strategies
Indiana
$1.55M +$1.48M +25,792 New

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.