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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
PA
1926
Probity Advisors
Texas
$957K +$29K +507 +3%
MJP
1927
Michael J. Puzo
$957K +$910K +15,897 New
AFM
1928
Abbot Financial Management
Massachusetts
$956K
CCG
1929
Catalina Capital Group
California
$953K +$579K +10,127 +177%
SWK
1930
Stephen W. Kidder
$949K -$738K -12,900 -45%
FFC
1931
First Financial Corp
Indiana
$949K -$37.9K -663 -4%
CL
1932
COWA LLC
Oklahoma
$948K
PWM
1933
Prentice Wealth Management
New York
$947K +$39.3K +686 +5%
CWA
1934
Clearview Wealth Advisors
Oregon
$947K +$277K +4,844 +44%
CWP
1935
Concord Wealth Partners
Virginia
$942K +$102K +1,776 +13%
CFS
1936
CRA Financial Services
New Jersey
$941K +$5.61K +98 +0.6%
LC
1937
LCNB Corp
Ohio
$940K +$5.78K +101 +0.7%
NRW
1938
Nova R Wealth
Kansas
$937K +$343 +6 +0%
CFS
1939
Coordinated Financial Services
Colorado
$935K +$889K +15,540 New
Fuller & Thaler Asset Management
1940
Fuller & Thaler Asset Management
California
$935K
CT
1941
Chicago Trust
Illinois
$934K -$67.3K -1,176 -7%
LWM
1942
LongView Wealth Management
Georgia
$932K +$19.7K +344 +2%
PTB
1943
Pioneer Trust Bank
Oregon
$930K -$485K -8,478 -35%
PC
1944
Pecaut & Co
Iowa
$929K -$368K -6,426 -29%
UCB
1945
United Community Bank
South Carolina
$928K -$30.9K -540 -3%
FG
1946
Foster Group
Iowa
$927K -$18.1K -317 -2%
SMWM
1947
Silvia McColl Wealth Management
California
$925K +$18.6K +325 +2%
GAM
1948
Gould Asset Management
California
$923K -$2.8K -49 -0.3%
KJWM
1949
Kiley Juergens Wealth Management
Washington
$922K +$877K +15,320 New
NC
1950
Napatree Capital
Rhode Island
$922K -$46.7K -817 -5%

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.