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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
RCM
2001
Ridgepath Capital Management
Tennessee
$849K +$807K +14,106 New
DFG
2002
Delta Financial Group
New Jersey
$848K -$31.5K -550 -4%
JWA
2003
JFS Wealth Advisors
Pennsylvania
$846K +$17K +297 +2%
FCB
2004
First County Bank
Connecticut
$842K -$69.7K -1,218 -8%
AMG
2005
Asset Management Group
Connecticut
$841K +$4.46K +78 +0.6%
WMP
2006
Wealth Management Partners
Arizona
$841K +$33.9K +593 +4%
BFAG
2007
Blackston Financial Advisory Group
Florida
$840K -$205K -3,591 -20%
VCP
2008
Verus Capital Partners
Arizona
$840K +$1.72K +30 +0.2%
WA1
2009
Wimmer Associates 1
California
$840K
WHC
2010
Wulff, Hansen & Co
California
$839K
PGF
2011
Plan Group Financial
Oklahoma
$838K +$797K +13,925 New
IRC
2012
Investors Research Corp
Georgia
$838K -$11.4K -200 -1%
NCM
2013
Narwhal Capital Management
Georgia
$837K -$52.6K -919 -6%
OAM
2014
Oak Asset Management
California
$836K
ONST
2015
Old North State Trust
North Carolina
$835K +$794K +13,872 New
SSW
2016
Smith Shellnut Wilson
Mississippi
$834K -$31.1K -544 -4%
VCAM
2017
Van Cleef Asset Management
Ohio
$830K
GG
2018
Gleason Group
Kentucky
$828K -$26.6K -465 -3%
TIA
2019
Traphagen Investment Advisors
New Jersey
$827K +$4.29K +75 +0.5%
PH
2020
Pinnacle Holdings
Oklahoma
$824K -$1.2M -20,981 -60%
PP
2021
Patron Partners
Texas
$824K +$96.4K +1,685 +14%
6F
2022
626 Financial
Michigan
$822K +$4.86K +85 +0.6%
WAG
2023
Wiser Advisor Group
Arizona
$822K -$26.5K -463 -3%
TSWM
2024
Triangle Securities Wealth Management
North Carolina
$821K +$2.69K +47 +0.3%
CIA
2025
Cladis Investment Advisory
Montana
$821K -$50.1K -875 -6%

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.