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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
FFG
1801
Fortem Financial Group
California
$1.16M +$42.6K +744 +4%
KFGK
1802
Keystone Financial Group (Kentucky)
Kentucky
$1.16M -$147K -2,570 -12%
STAS
1803
Strong Tower Advisory Services
Minnesota
$1.16M +$124K +2,164 +13%
SAI
1804
Savvy Advisors Inc
New York
$1.15M +$849K +14,836 +343%
MPAM
1805
Murphy Pohlad Asset Management
Minnesota
$1.15M
CRC
1806
Curi RMB Capital
Illinois
$1.15M +$303K +5,292 +38%
FA
1807
Fiducient Advisors
Illinois
$1.14M +$204K +3,561 +23%
SFS
1808
Security Financial Services
Indiana
$1.14M +$26.1K +456 +2%
FDS
1809
First Dallas Securities
Texas
$1.14M +$114 +2 +0%
BMM
1810
Buffington Mohr McNeal
Idaho
$1.14M -$35.4K -618 -3%
TIM
1811
Tevis Investment Management
Texas
$1.14M -$12.2K -213 -1%
OA
1812
Oxbow Advisors
Texas
$1.14M +$46.2K +808 +4%
TCM
1813
Traynor Capital Management
Pennsylvania
$1.14M +$429K +7,490 +66%
CAM
1814
Costello Asset Management
Pennsylvania
$1.14M -$19.7K -345 -2%
PA
1815
PFW Advisors
Georgia
$1.13M +$27.2K +476 +3%
VWM
1816
Vivid Wealth Management
Iowa
$1.13M -$35.6K -622 -3%
EA
1817
Eudaimonia Advisors
Tennessee
$1.13M +$18.5K +323 +2%
AC
1818
ASB Consultores
Florida
$1.13M +$257K +4,489 +31%
ACGA
1819
Atlanta Consulting Group Advisors
Georgia
$1.13M +$1.08M +18,834 New
IGWM
1820
ICA Group Wealth Management
Colorado
$1.13M -$9.33K -163 -0.9%
PP
1821
PDS Planning
Ohio
$1.13M +$88.5K +1,547 +9%
PWP
1822
Principle Wealth Partners
Connecticut
$1.12M +$7.55K +132 +0.7%
MW
1823
MBL Wealth
North Carolina
$1.12M -$79.2K -1,384 -7%
AAS
1824
Annex Advisory Services
Wisconsin
$1.12M +$74.7K +1,306 +8%
EAM
1825
Empirical Asset Management
Massachusetts
$1.12M +$988K +17,266 +233%

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.