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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
FIM
1901
Fernwood Investment Management
Massachusetts
$1.01M -$1.05M -18,273 -62%
GCS
1902
Gordian Capital (Singapore)
Singapore
$1.01M
PFSC
1903
Peoples Financial Services Corp
Pennsylvania
$1.01M -$91.5K -1,600 -9%
BFO
1904
Biltmore Family Office
North Carolina
$1.01M -$57 -1 -0%
GLR
1905
Great Lakes Retirement
Ohio
$1.01M +$48.4K +846 +5%
BAAM
1906
Baker Avenue Asset Management
California
$1.01M -$117K -2,039 -11%
LRPA
1907
L. Roy Papp & Associates
Arizona
$1M +$4.46K +78 +0.5%
FMLI
1908
Fukoku Mutual Life Insurance
Japan
$1M -$772K -13,500 -45%
JGIA
1909
Jackson Grant Investment Advisers
Connecticut
$1M -$19.7K -344 -2%
EB
1910
Emprise Bank
Kansas
$1M +$953K +16,657 New
NG
1911
Norden Group
Utah
$998K +$117K +2,052 +14%
HFA
1912
Harbert Fund Advisors
Alabama
$996K -$469K -8,200 -33%
SC
1913
Summa Corp
Texas
$995K +$1.09K +19 +0.1%
ACM
1914
Alta Capital Management
Utah
$993K -$772K -13,500 -45%
SW
1915
SteelPeak Wealth
California
$986K -$1.2M -21,040 -56%
ACM
1916
AlphaStar Capital Management
North Carolina
$985K +$290K +5,076 +45%
LFA
1917
Laraway Financial Advisors
Minnesota
$979K -$11.3K -197 -1%
DA
1918
Dillon & Associates
Michigan
$975K -$60.1K -1,050 -6%
MAG
1919
MRA Advisory Group
New Jersey
$972K +$118K +2,060 +15%
VAS
1920
Vestmark Advisory Solutions
Massachusetts
$971K +$267K +4,672 +41%
MCWS
1921
McKinley Carter Wealth Services
West Virginia
$970K +$11K +193 +1%
FFO
1922
Fiduciary Family Office
Florida
$968K -$168K -2,936 -15%
DWM
1923
Drive Wealth Management
Utah
$967K +$7.04K +123 +0.8%
DCM
1924
DGS Capital Management
New Jersey
$965K +$225K +3,930 +32%
BEAM
1925
Baker Ellis Asset Management
Washington
$961K

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.