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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
BWG
1726
Boomfish Wealth Group
Georgia
$1.31M +$6.29K +110 +0.5%
EWA
1727
Exencial Wealth Advisors
Oklahoma
$1.31M -$10.7K -187 -0.9%
PMG
1728
ProVise Management Group
Florida
$1.3M -$81.9K -1,432 -6%
RPGK
1729
Retirement Planning Group (Kansas)
Kansas
$1.3M +$68.6K +1,199 +6%
IPW
1730
Inlet Private Wealth
Florida
$1.3M
HT
1731
Headlands Technologies
Illinois
$1.3M +$1.24M +21,598 New
BFW
1732
Brady Family Wealth
Missouri
$1.3M -$104K -1,813 -8%
MCCP
1733
Mission Creek Capital Partners
California
$1.3M +$246K +4,297 +25%
CST
1734
Charles Schwab Trust
Nevada
$1.3M -$187K -3,267 -13%
JWM
1735
Janiczek Wealth Management
Colorado
$1.29M +$75.2K +1,315 +7%
EFSCE
1736
Enterprise Financial Services Corp (EFSC)
Missouri
$1.29M -$28.7K -501 -2%
PFA
1737
Professional Financial Advisors
Nebraska
$1.29M -$5.78K -101 -0.5%
TNA
1738
True North Advisors
Texas
$1.28M -$389K -6,792 -24%
SWP
1739
Strategic Wealth Partners
Ohio
$1.27M -$1.13M -19,817 -48%
BFO
1740
Boston Family Office
Massachusetts
$1.27M -$8.53K -149 -0.7%
SSWM
1741
Sheets Smith Wealth Management
North Carolina
$1.27M +$25.1K +439 +2%
HCM
1742
HMS Capital Management
Tennessee
$1.27M +$1.21M +21,131 New
VFPI
1743
Vantage Financial Partners (Illinois)
Illinois
$1.27M +$17.2K +300 +1%
LJAC
1744
L.J. Altfest & Co
New York
$1.27M -$69.3K -1,211 -5%
KIG
1745
Kowal Investment Group
Wisconsin
$1.27M +$138K +2,419 +13%
LCM
1746
Liberty Capital Management
Michigan
$1.26M
ALAM
1747
Asahi Life Asset Management
Japan
$1.26M -$2.15M -37,560 -64%
GPI
1748
General Partner Inc
Pennsylvania
$1.26M +$185K +3,231 +18%
KW
1749
KWB Wealth
California
$1.26M -$80.6K -1,408 -6%
AB
1750
Atlas Brown
Kentucky
$1.25M +$15.2K +266 +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.