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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
GC
2026
Grimes & Company
Massachusetts
$820K -$7.72K -135 -1%
FNBOH
2027
First National Bank of Hutchinson
Kansas
$818K +$4.81K +84 +0.6%
TA
2028
TFB Advisors
Kansas
$818K +$135K +2,352 +20%
CWM
2029
Connecticut Wealth Management
Connecticut
$815K +$42K +734 +6%
Members Trust
2030
Members Trust
Florida
$814K -$67.5K -1,179 -8%
VCM
2031
Vivaldi Capital Management
Illinois
$814K -$34.2K -598 -4%
SFG
2032
Summit Financial Group
West Virginia
$813K -$19.7K -345 -2%
JCM
2033
Jag Capital Management
Missouri
$811K +$17.3K +302 +2%
AR
2034
Apeiron RIA
Texas
$811K +$8.3K +145 +1%
GWCM
2035
Godshalk Welsh Capital Management
Pennsylvania
$810K +$17.2K +300 +2%
MPM
2036
MBB Public Markets
Illinois
$810K +$770K +13,466 New
DDC
2037
DF Dent & Co
Maryland
$810K -$86.7K -1,516 -10%
VCM
2038
Virtue Capital Management
Tennessee
$808K +$764K +13,350 New
A
2039
AlphaQuest
New York
$807K +$22.7K +397 +3%
EIG
2040
Ellenbecker Investment Group
Wisconsin
$807K -$6.92K -121 -0.9%
TPWA
2041
TRUE Private Wealth Advisors
Oregon
$806K +$70.6K +1,234 +10%
AAG
2042
Accordant Advisory Group
Maryland
$804K +$765K +13,368 New
NCFG
2043
New Century Financial Group
New Jersey
$803K +$63.9K +1,117 +9%
RZH
2044
Relyea Zuckerberg Hanson
Connecticut
$802K +$10.3K +180 +1%
HI
2045
Hendershot Investments
Virginia
$802K -$17.2K -300 -2%
WIC
2046
Wilkins Investment Counsel
Massachusetts
$799K +$526K +9,198 +225%
AWA
2047
Alta Wealth Advisors
Massachusetts
$798K +$1.54K +27 +0.2%
NP
2048
Nilsine Partners
Colorado
$798K -$50.4K -880 -6%
RMCM
2049
Reynders McVeigh Capital Management
Massachusetts
$798K -$78.4K -1,371 -9%
BCG
2050
Breakwater Capital Group
New Jersey
$795K +$150K +2,628 +25%

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.