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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
SGC
2151
Slocum, Gordon & Co
Rhode Island
$690K +$22.9K +401 +4%
FIBT
2152
First International Bank & Trust
North Dakota
$688K
GWA
2153
GGM Wealth Advisors
Maryland
$687K -$62K -1,084 -9%
HP
2154
Holistic Planning
Texas
$687K +$6.58K +115 +1%
MIM
2155
Montgomery Investment Management
Maryland
$687K +$137K +2,401 +27%
IIM
2156
Intact Investment Management
Quebec, Canada
$686K -$34.3K -600 -5%
CFG
2157
Carr Financial Group
Massachusetts
$686K -$97.7K -1,707 -13%
WI
2158
WrapManager Inc
California
$686K +$94.6K +1,654 +17%
LPAM
2159
Lodestar Private Asset Management
California
$683K -$8.64K -151 -1%
RMDI
2160
R.M. Davis Inc
Maine
$681K -$17.7K -310 -3%
AA
2161
Alta Advisers
United Kingdom
$680K +$28.6K +500 +5%
HIIFS
2162
Harel Insurance Investments & Financial Services
Israel
$678K -$2.16M -37,830 -77%
BWP
2163
BSW Wealth Partners
Colorado
$678K +$123K +2,152 +24%
PWS
2164
Private Wealth Strategies
Ohio
$676K +$1.83K +32 +0.3%
MCCA
2165
Mill Creek Capital Advisors
Pennsylvania
$676K +$86.4K +1,510 +16%
PA
2166
PSI Advisors
Florida
$676K -$88.3K -1,544 -12%
BFWM
2167
Bright Futures Wealth Management
New York
$674K +$568K +9,928 New
LFS
2168
Leibman Financial Services
Nebraska
$673K +$57 +1 +0%
RFS
2169
Richardson Financial Services
Massachusetts
$672K -$65K -1,136 -9%
SWM
2170
Silverlake Wealth Management
Vermont
$672K -$24K -419 -4%
PSP
2171
Pacific Sage Partners
Washington
$671K +$114 +2 +0%
NFSG
2172
Newbridge Financial Services Group
Florida
$670K -$42.5K -742 -6%
PWA
2173
Primoris Wealth Advisors
Florida
$669K -$3.26K -57 -0.5%
MC
2174
Matisse Capital
Oregon
$669K +$27.1K +473 +4%
CCM
2175
Coerente Capital Management
Ontario, Canada
$668K +$635K +11,100 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.