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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
LW
1776
Linscomb Wealth
Texas
$1.2M -$41.3K -721 -3%
WQ
1777
Wealth Quarterback
New Jersey
$1.2M +$16.4K +286 +1%
RWM
1778
Revisor Wealth Management
Ohio
$1.2M +$339K +5,927 +63%
CastleKeep Investment Advisors
1779
CastleKeep Investment Advisors
Connecticut
$1.2M -$6.81K -119 -0.6%
CT
1780
Coastline Trust
Rhode Island
$1.2M +$55K +961 +5%
FIM
1781
Freedom Investment Management
Connecticut
$1.19M +$53.2K +929 +5%
BFA
1782
Bill Few Associates
Pennsylvania
$1.19M +$138K +2,404 +14%
CB
1783
Centennial Bank
Arkansas
$1.19M -$30.9K -540 -3%
AWS
1784
Arkfeld Wealth Strategies
Nebraska
$1.19M +$300K +5,237 +36%
IA
1785
Insight Advisors
Pennsylvania
$1.19M -$80K -1,398 -7%
BFIM
1786
Beese Fulmer Investment Management
Ohio
$1.19M +$1.95K +34 +0.2%
TW
1787
Towerpoint Wealth
California
$1.19M +$687 +12 +0.1%
EGA
1788
Eagle Global Advisors
Texas
$1.19M
CRWM
1789
Castle Rock Wealth Management
California
$1.18M +$76.6K +1,338 +7%
MA
1790
MJP Associates
Connecticut
$1.18M +$1.12M +19,659 New
SDAM
1791
Shulman DeMeo Asset Management
New York
$1.18M +$1.6K +28 +0.1%
GFP
1792
Gryphon Financial Partners
Ohio
$1.18M -$14.7K -257 -1%
FRM
1793
Foundation Resource Management
Arkansas
$1.18M
MIS
1794
Morningstar Investment Services
Illinois
$1.18M +$105K +1,828 +10%
TCG
1795
Transcendent Capital Group
Oklahoma
$1.17M +$453K +7,923 +69%
IFWM
1796
Institute for Wealth Management
Colorado
$1.17M +$60K +1,049 +6%
CHA
1797
Carmichael Hill & Associates
Maryland
$1.17M +$5.26K +92 +0.5%
NEWAS
1798
N.E.W. Advisory Services
Wisconsin
$1.16M +$34.7K +607 +3%
BCG
1799
BayBridge Capital Group
California
$1.16M +$56.2K +982 +5%
AWC
1800
Adamsbrown Wealth Consultants
Kansas
$1.16M +$2.63K +46 +0.2%

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.