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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
FMTC
1751
Farmers & Merchants Trust Company
California
$1.25M -$27.6K -482 -2%
SIG
1752
Sky Investment Group
Connecticut
$1.25M +$4.46K +78 +0.4%
BWA
1753
Beam Wealth Advisors
Louisiana
$1.25M -$22.2K -388 -2%
HWMG
1754
Hurlow Wealth Management Group
Indiana
$1.25M
C
1755
Certuity
Florida
$1.24M -$213K -3,719 -16%
BO
1756
Bank OZK
Arkansas
$1.24M -$45K -786 -4%
RB
1757
Renasant Bank
Mississippi
$1.24M -$20.4K -357 -2%
GAA
1758
Guardian Asset Advisors
Pennsylvania
$1.24M +$187K +3,271 +19%
LC
1759
Lincoln Capital
Nebraska
$1.24M
LCGC
1760
Legacy Capital Group California
California
$1.24M -$22K -384 -2%
AGA
1761
Arkos Global Advisors
Texas
$1.24M +$2K +35 +0.2%
WBCM
1762
Wilson & Boucher Capital Management
California
$1.24M -$2.69K -47 -0.2%
FBT
1763
First Bankers Trust
Kentucky
$1.24M +$82.8K +1,447 +8%
AT
1764
Arlington Trust
Alabama
$1.24M -$4.63K -81 -0.4%
SPWG
1765
Syntegra Private Wealth Group
Missouri
$1.24M +$92.1K +1,609 +9%
AF
1766
Advisornet Financial
Minnesota
$1.23M -$252K -4,403 -18%
LC
1767
Lavaca Capital
Texas
$1.23M +$305K +5,328 +35%
TWM
1768
Triton Wealth Management
Arizona
$1.23M +$408K +7,125 +53%
FNB
1769
Farmers National Bank
Kentucky
$1.22M -$38.5K -672 -3%
CGFA
1770
Colton Groome Financial Advisors
North Carolina
$1.22M +$114 +2 +0%
WLIM
1771
White Lighthouse Investment Management
Massachusetts
$1.21M -$6.01K -105 -0.5%
NRS
1772
Neville Rodie & Shaw
New York
$1.21M -$6.69K -117 -0.6%
ANBTV
1773
American National Bank & Trust (Virginia)
Virginia
$1.21M +$1.15M +20,076 New
RP
1774
Rice Partnership
Hawaii
$1.21M +$39.5K +690 +4%
ICM
1775
IMS Capital Management
Oregon
$1.21M +$26.4K +462 +2%

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.