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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
FCAS
1651
First Command Advisory Services
Texas
$1.44M -$27.8K -485 -2%
AIM
1652
AHL Investment Management
Florida
$1.44M -$36.9K -645 -3%
CPBTD
1653
Central Pacific Bank - Trust Division
Hawaii
$1.44M +$1.38M +24,039 New
MFWP
1654
Mosaic Family Wealth Partners
Missouri
$1.44M +$10.8K +188 +0.8%
FWM
1655
Focused Wealth Management
New York
$1.44M -$3.38K -59 -0.2%
SFC
1656
Strategic Financial Concepts
Texas
$1.43M +$1.13M +19,716 +478%
LFA
1657
Legacy Financial Advisors
Kentucky
$1.43M +$39.2K +685 +3%
SI
1658
Saxon Interests
Texas
$1.43M +$152K +2,662 +13%
RFN
1659
RDA Financial Network
Iowa
$1.43M +$57.8K +1,011 +4%
SIS
1660
Sound Income Strategies
Florida
$1.43M +$219K +3,830 +19%
MWM
1661
Massachusetts Wealth Management
Massachusetts
$1.42M +$215K +3,750 +19%
WSCM
1662
Wellington Shields Capital Management
New York
$1.42M +$8.58K +150 +0.6%
VIG
1663
Vienna Insurance Group
Poland
$1.42M +$137K +2,394 +11%
DMBA
1664
Deseret Mutual Benefit Administrators
Utah
$1.42M -$629 -11 -0%
OTPPB
1665
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.42M -$1.91M -33,320 -59%
ASBI
1666
American State Bank (Iowa)
Iowa
$1.42M -$152K -2,662 -10%
SFWA
1667
Summit Financial Wealth Advisors
Louisiana
$1.42M +$4K +70 +0.3%
BB
1668
Burford Brothers
Texas
$1.41M +$5.04K +88 +0.4%
PHK
1669
Point72 Hong Kong
Hong Kong
$1.41M +$1.34M +23,484 New
UAS
1670
United Asset Strategies
New York
$1.41M +$57.6K +1,006 +4%
EFG
1671
Everhart Financial Group
Ohio
$1.41M +$149K +2,602 +13%
MPIA
1672
Mountain Pacific Investment Advisers
Idaho
$1.41M -$21.3K -373 -2%
NNPTE
1673
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.41M -$3.83M -66,948 -74%
PPWP
1674
Premier Path Wealth Partners
New Jersey
$1.4M -$59.8K -1,045 -4%
ISWM
1675
Independent Solutions Wealth Management
New York
$1.4M -$18.3K -320 -1%

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.