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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
CD
1876
Chapin Davis
Maryland
$1.05M +$67.7K +1,184 +7%
FIC
1877
FCG Investment Company
Tennessee
$1.05M +$279K +4,883 +39%
BAM
1878
Byrne Asset Management
New Jersey
$1.04M +$993K +17,350 New
SC
1879
Savoie Capital
Illinois
$1.04M +$992K +17,334 New
EW
1880
Evoke Wealth
California
$1.04M +$988K +17,266 New
BAM
1881
Blueshift Asset Management
New Jersey
$1.04M +$990K +17,304 New
FPCP
1882
Fort Point Capital Partners
California
$1.04M +$3.09K +54 +0.3%
AMCA
1883
Arthur M. Cohen & Associates
Illinois
$1.04M -$72.7K -1,270 -7%
AL
1884
Aspiriant LLC
California
$1.04M +$103K +1,796 +12%
MYIA
1885
Mount Yale Investment Advisors
Colorado
$1.04M +$102K +1,780 +12%
EFA
1886
Evernest Financial Advisors
Indiana
$1.03M -$1.17M -20,447 -54%
RWI
1887
Red Wave Investments
Pennsylvania
$1.03M -$6.64K -116 -0.7%
SSWM
1888
Strait & Sound Wealth Management
California
$1.03M -$25.2K -441 -3%
CIM
1889
CIM Investment Management
Pennsylvania
$1.03M
MIA
1890
MainStreet Investment Advisors
Illinois
$1.03M -$2.28M -39,839 -70%
SFG
1891
Sunburst Financial Group
Alabama
$1.03M -$92.4K -1,615 -9%
CRI
1892
Colonial River Investments
Virginia
$1.03M -$187K -3,276 -16%
CM
1893
Columbus Macro
Pennsylvania
$1.02M -$39.6K -692 -4%
WJA
1894
Willis Johnson & Associates
Texas
$1.02M -$43K -751 -4%
CCWA
1895
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.02M +$973K +17,003 New
ACA
1896
Atlas Capital Advisors
Wyoming
$1.02M
PCS
1897
Personal CFO Solutions
New Jersey
$1.02M -$144K -2,513 -13%
HFM
1898
Hartford Financial Management
Connecticut
$1.02M
RPWA
1899
Regent Peak Wealth Advisors
Georgia
$1.01M +$26.4K +461 +3%
DAS
1900
Diversify Advisory Services
Utah
$1.01M +$966K +16,886 New

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.