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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
KMWM
2076
Keudell/Morrison Wealth Management
Oregon
$770K -$1.09K -19 -0.1%
LF
2077
Lee Financial
Texas
$770K +$30.3K +529 +4%
HTIM
2078
Harbour Trust & Investment Management
Indiana
$769K -$18.6K -325 -2%
ATC
2079
Advantage Trust Company
Kansas
$768K
UBV
2080
United Bank (Virginia)
Virginia
$768K +$22.7K +396 +3%
CS
2081
Crescent Sterling
Louisiana
$767K +$858 +15 +0.1%
TC
2082
Trust Company
Kansas
$767K -$35.2K -615 -5%
S
2083
Sunpointe
Missouri
$766K +$5.09K +89 +0.7%
PK
2084
Pflug Koory
Nebraska
$763K -$5.72K -100 -0.8%
ORC
2085
O'Rourke & Company
Massachusetts
$762K +$286 +5 +0%
NP
2086
Ninepoint Partners
Ontario, Canada
$762K
EAM
2087
Evanson Asset Management
California
$761K
NRI
2088
NFP Retirement Inc
California
$761K +$59.4K +1,039 +9%
SCP
2089
Sivia Capital Partners
California
$761K -$90.5K -1,581 -11%
CCFM
2090
Clear Creek Financial Management
Washington
$760K +$153K +2,676 +28%
SQA
2091
Simon Quick Advisors
New Jersey
$758K +$154K +2,692 +27%
HI
2092
Hudock Inc
Pennsylvania
$758K +$2.29K +40 +0.3%
CA
2093
Cornerstone Advisory
Maryland
$758K -$91.5K -1,600 -11%
BFA
2094
Beaumont Financial Advisors
Massachusetts
$757K +$261K +4,564 +57%
CWM
2095
Congress Wealth Management
Massachusetts
$754K -$113K -1,969 -14%
EIA
2096
Edgemoor Investment Advisors
Maryland
$751K +$37.2K +650 +5%
IIA
2097
Integral Investment Advisors
California
$748K +$200K +3,496 +40%
AI
2098
Accredited Investors
Minnesota
$748K +$125K +2,186 +21%
CAMV
2099
Concord Asset Management (Virginia)
Virginia
$747K +$97K +1,696 +16%
PSB
2100
Passumpsic Savings Bank
Vermont
$747K +$710K +12,413 New

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.