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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
SMA
2126
Seven Mile Advisory
New Jersey
$715K +$3.55K +62 +0.5%
TCM
2127
Tributary Capital Management
Nebraska
$714K -$14.3K -250 -2%
VCG
2128
Vantage Consulting Group
Virginia
$713K -$121K -2,106 -15%
KLI
2129
Kelman-Lazarov Inc
Tennessee
$713K +$3.6K +63 +0.5%
PSCM
2130
Per Stirling Capital Management
Texas
$711K -$12.2K -214 -2%
OCBCO
2131
Oversea-Chinese Banking Corp (OCBC)
Singapore
$709K -$880K -15,387 -57%
OWP
2132
Obermeyer Wealth Partners
Colorado
$707K +$1.6K +28 +0.2%
PPP
2133
Private Portfolio Partners
New Jersey
$706K +$7.04K +123 +1%
EM
2134
Excalibur Management
Massachusetts
$704K
PGCM
2135
Prescott Group Capital Management
Oklahoma
$704K
CCIA
2136
Campbell & Co Investment Adviser
Maryland
$704K +$669K +11,694 New
FDCP
2137
Foster Dykema Cabot & Partners
Massachusetts
$704K -$1.2K -21 -0.2%
KAS
2138
KPP Advisory Services
Kentucky
$702K -$35.1K -614 -5%
SFG
2139
Seamount Financial Group
Colorado
$701K -$2.23K -39 -0.3%
RWA
2140
Redhawk Wealth Advisors
Minnesota
$700K +$1.09K +19 +0.2%
SSW
2141
Stone Summit Wealth
Florida
$699K
CMI
2142
Clare Market Investments
Texas
$698K +$7.72K +135 +1%
AAG
2143
Armstrong Advisory Group
Massachusetts
$698K -$506K -8,852 -67%
OFS
2144
Orrstown Financial Services
Pennsylvania
$697K +$48.1K +840 +8%
JSW
2145
Journey Strategic Wealth
New Jersey
$695K +$260K +4,547 +65%
DDPIC
2146
Deroy & Devereaux Private Investment Counsel
Michigan
$695K
MLL
2147
Moody Lynn & Lieberson
Massachusetts
$693K +$61.8K +1,080 +10%
OPTFSNA
2148
Old Point Trust & Financial Services N A
Virginia
$691K +$53.1K +928 +9%
PWM
2149
Power Wealth Management
Georgia
$690K -$38.5K -672 -6%
MC
2150
Marest Capital
California
$690K +$2.12K +37 +0.3%

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.