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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
BTW
1951
Boston Trust Walden
Massachusetts
$920K +$20.3K +354 +2%
CFGSD
1952
Compass Financial Group (South Dakota)
South Dakota
$920K -$15.3K -268 -2%
PMA
1953
Prudent Man Advisors
Illinois
$920K -$40K -699 -4%
OFG
1954
Oxford Financial Group
Indiana
$917K +$20.8K +363 +2%
FEM
1955
Fulcrum Equity Management
Texas
$915K +$56.9K +995 +7%
IF
1956
IRON Financial
Illinois
$915K +$452K +7,901 +108%
GFA
1957
Gallagher Fiduciary Advisors
Illinois
$910K +$47.3K +826 +6%
AWAU
1958
Alliance Wealth Advisors (Utah)
Utah
$909K +$66.1K +1,156 +8%
TIA
1959
Tandem Investment Advisors
South Carolina
$907K -$322K -5,636 -27%
BOPW
1960
Brandywine Oak Private Wealth
Pennsylvania
$907K -$343 -6 -0%
SCI
1961
Stableford Capital II
Arizona
$906K -$73.9K -1,291 -8%
PPG
1962
Peak Planning Group
Colorado
$905K +$18.2K +318 +2%
CWA
1963
Canvas Wealth Advisors
Kansas
$903K +$51.2K +894 +6%
MFS
1964
Monetta Financial Services
Illinois
$903K
SFC
1965
SYM Financial Corp
Indiana
$899K -$8.13K -142 -0.9%
AP
1966
Americana Partners
Texas
$894K -$116K -2,025 -12%
RG
1967
Renaissance Group
Kentucky
$892K +$8.24K +144 +1%
RW
1968
REDW Wealth
New Mexico
$892K -$80.8K -1,413 -9%
APG
1969
Abacus Planning Group
South Carolina
$890K -$170K -2,976 -17%
BW
1970
BIP Wealth
Georgia
$889K +$127K +2,211 +18%
CFMC
1971
Curbstone Financial Management Corp
New Hampshire
$888K -$17.2K -300 -2%
KPWG
1972
KFA Private Wealth Group
Virginia
$883K +$28.3K +495 +3%
DAM
1973
Derbend Asset Management
Georgia
$881K +$64.4K +1,126 +8%
SMH
1974
Sanders Morris Harris
Texas
$879K +$836K +14,607 New
OFS
1975
OneAscent Financial Services
Alabama
$878K -$23.5K -410 -3%

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.