We are live on ! Find out more
WMT icon

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
AIM
1601
Arcadia Investment Management
Michigan
$1.55M +$36.8K +643 +3%
SPI
1602
Sutton Place Investors
New York
$1.54M +$106K +1,849 +8%
BAM
1603
Beaumont Asset Management
Texas
$1.54M +$34.2K +597 +2%
KA
1604
Kercheville Advisors
Texas
$1.54M +$1.46M +25,565 New
DWM
1605
Dynasty Wealth Management
Florida
$1.54M +$1.46M +25,536 New
IWS
1606
Insight Wealth Strategies
California
$1.53M -$69.9K -1,222 -5%
MCWA
1607
Meadow Creek Wealth Advisors
Georgia
$1.53M +$5.15K +90 +0.4%
TCOTS
1608
Trust Company of the South
North Carolina
$1.53M -$64.4K -1,125 -4%
GWI
1609
Grace & White Inc
New York
$1.53M
PWPS
1610
Pinnacle Wealth Planning Services
Ohio
$1.52M +$9.15K +160 +0.6%
IP
1611
Intellectus Partners
California
$1.52M -$9.04K -158 -0.6%
KWM
1612
Keebeck Wealth Management
Illinois
$1.52M -$17.1K -299 -1%
GA
1613
GoalVest Advisory
New York
$1.51M +$67.7K +1,184 +5%
TF
1614
TLWM Financial
Texas
$1.51M -$26.7K -466 -2%
GAM
1615
Grandview Asset Management
Pennsylvania
$1.5M +$24.2K +423 +2%
DC
1616
DeDora Capital
California
$1.5M +$106K +1,858 +8%
FPGT
1617
Financial Partners Group (Tennessee)
Tennessee
$1.5M +$115K +2,002 +9%
GWSG
1618
GPS Wealth Strategies Group
Colorado
$1.5M +$41.1K +718 +3%
TGAM
1619
TBH Global Asset Management
Tennessee
$1.5M +$57K +996 +4%
HNB
1620
Hilltop National Bank
Wyoming
$1.5M +$1.42M +24,885 New
WP
1621
WMS Partners
Maryland
$1.49M -$34.1K -596 -2%
CFS
1622
Commonwealth Financial Services
West Virginia
$1.49M -$1.08M -18,906 -67%
VWM
1623
Vigilare Wealth Management
Arizona
$1.49M -$32.2K -562 -2%
OPA
1624
Old Port Advisors
Maine
$1.49M -$34.8K -609 -2%
SIM
1625
Sentry Investment Management
Wisconsin
$1.48M +$125K +2,193 +10%

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.