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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
MPI
1851
Mairs & Power Inc
Minnesota
$1.08M -$152K -2,650 -13%
MFG
1852
Magnus Financial Group
New York
$1.08M +$96.3K +1,683 +10%
MLA
1853
MB, Levis & Associates
Pennsylvania
$1.08M +$13.9K +243 +1%
SAA
1854
Southeast Asset Advisors
Georgia
$1.08M +$858 +15 +0.1%
ZIMP
1855
Zimmermann Investment Management & Planning
Pennsylvania
$1.08M +$39.1K +684 +4%
RIA
1856
Realta Investment Advisors
Delaware
$1.07M +$23.1K +403 +2%
POIA
1857
Pin Oak Investment Advisors
Texas
$1.07M -$37.8K -661 -4%
APW
1858
Austin Private Wealth
Texas
$1.07M +$29.3K +512 +3%
MWM
1859
Merriman Wealth Management
Washington
$1.07M +$40.7K +712 +4%
WP
1860
Wealthspan Partners
Iowa
$1.07M +$24.2K +423 +2%
MAM
1861
MWA Asset Management
Massachusetts
$1.07M +$41.7K +729 +4%
AIA
1862
Allied Investment Advisors
Montana
$1.07M -$212K -3,705 -17%
LWA
1863
Lineweaver Wealth Advisors
Ohio
$1.07M -$25.8K -451 -2%
SW
1864
Solidarity Wealth
Utah
$1.06M -$2.37M -41,477 -70%
RWS
1865
Resolute Wealth Strategies
Mississippi
$1.06M +$10.5K +184 +1%
PWP
1866
Private Wealth Partners
California
$1.06M +$54.9K +960 +6%
DS
1867
DRW Securities
Illinois
$1.06M -$71K -1,241 -7%
DCM
1868
Donaldson Capital Management
Indiana
$1.06M -$21.3K -372 -2%
JFL
1869
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.06M -$437K -7,645 -30%
WIA
1870
Wetzel Investment Advisors
Indiana
$1.06M +$2.06K +36 +0.2%
CWP
1871
Cyndeo Wealth Partners
Florida
$1.06M +$10.5K +183 +1%
PG
1872
Proffitt & Goodson
Tennessee
$1.05M -$77.4K -1,353 -7%
MA
1873
MCF Advisors
Kentucky
$1.05M -$41.1K -719 -4%
PIMG
1874
Patriot Investment Management Group
Tennessee
$1.05M -$39.1K -684 -4%
DOA
1875
D'Orazio & Associates
Virginia
$1.05M +$68.8K +1,202 +7%

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.