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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
OL
1976
Optas LLC
Texas
$878K -$12.2K -213 -1%
VC
1977
Veracity Capital
Georgia
$877K +$53.2K +930 +7%
FFA
1978
Founders Financial Alliance
North Carolina
$877K -$1.32K -23 -0.2%
PIA
1979
Perennial Investment Advisors
California
$876K +$5.49K +96 +0.7%
AC
1980
Allstate Corporation
Illinois
$875K +$73.5K +1,284 +10%
TBWA
1981
Three Bridge Wealth Advisors
California
$875K -$50.5K -882 -6%
BBP
1982
Banco BTG Pactual
Brazil
$875K +$456K +7,974 +122%
AIM
1983
AMI Investment Management
Indiana
$874K -$51.5K -900 -6%
CNB
1984
Camden National Bank
Maine
$871K -$39K -682 -5%
CPA
1985
Cardiff Park Advisors
California
$870K -$5.95K -104 -0.7%
HGERS
1986
Householder Group Estate & Retirement Specialist
Arizona
$869K +$39.9K +698 +5%
KSWWM
1987
Keyes Stange & Wooten Wealth Management
Florida
$867K +$31.2K +545 +4%
CA
1988
Crumly & Associates
Illinois
$865K +$1.83K +32 +0.2%
WIM
1989
Waycross Investment Management
Washington
$865K +$52.8K +922 +7%
AAM
1990
Augustine Asset Management
Florida
$864K +$8.3K +145 +1%
TAM
1991
Titleist Asset Management
Texas
$861K +$140K +2,443 +21%
AA
1992
Auxano Advisors
Washington
$860K +$102K +1,778 +14%
SC
1993
Solstein Capital
California
$859K -$221K -3,867 -21%
FHWM
1994
Fox Hill Wealth Management
Massachusetts
$857K +$10.9K +191 +1%
RWPA
1995
Richard W. Paul & Associates
Michigan
$856K -$8.81K -154 -1%
MAWA
1996
Moss Adams Wealth Advisors
Washington
$856K +$579K +10,122 +250%
MFG
1997
Mainsail Financial Group
Washington
$855K +$7.61K +133 +0.9%
GSB
1998
Greenfield Savings Bank
Massachusetts
$853K +$18.8K +329 +2%
WE
1999
Wealth Effects
Massachusetts
$852K -$48.2K -843 -6%
ACP
2000
Aveo Capital Partners
Colorado
$851K +$70.6K +1,234 +9%

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.