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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
HR
2176
Hardy Reed
Mississippi
$668K +$42.7K +746 +7%
PS
2177
Portfolio Strategies
New York
$668K +$635K +11,096 New
PFG
2178
Prosperity Financial Group
California
$667K +$324K +5,671 +105%
FA
2179
Fiduciary Alliance
South Carolina
$666K -$153K -2,669 -19%
CWP
2180
Core Wealth Partners
California
$664K +$11.1K +194 +2%
OL
2181
OneFund LLC
Florida
$661K -$17.1K -299 -3%
SSC
2182
Syverson Strege & Co
Iowa
$660K +$48.3K +844 +8%
RPCONE
2183
Retirement Planning Company of New England
Rhode Island
$657K -$60.9K -1,065 -9%
PMSA
2184
Patrick M. Sweeney & Associates
Illinois
$652K +$14.9K +260 +2%
ILI
2185
Invesco LLC (Illinois)
Illinois
$652K -$18.1K -316 -3%
MAM
2186
Mystic Asset Management
Rhode Island
$652K +$53.2K +929 +9%
MWA
2187
MN Wealth Advisors
Kansas
$652K +$9.78K +171 +2%
PD
2188
Planning Directions
Pennsylvania
$649K +$1.77K +31 +0.3%
AIA
2189
Angeles Investment Advisors
California
$649K +$108K +1,881 +21%
DCM
2190
Driehaus Capital Management
Illinois
$647K -$357K -6,240 -37%
D
2191
Diversified
Delaware
$647K +$90.4K +1,580 +17%
RA
2192
Ransom Advisory
Rhode Island
$644K +$613K +10,710 New
AWM
2193
Avondale Wealth Management
Texas
$644K +$11.4K +200 +2%
EGA
2194
E&G Advisors
Texas
$643K +$22.6K +395 +4%
PWA
2195
Prairie Wealth Advisors
Nebraska
$643K +$610K +10,654 New
EFA
2196
Edge Financial Advisors
Illinois
$642K +$610K +10,663 New
PWA
2197
Physician Wealth Advisors
Utah
$641K +$18.2K +318 +3%
AT
2198
American Trust
Kentucky
$637K -$15.1K -264 -2%
PIM
2199
Pullen Investment Management
Florida
$636K +$605K +10,577 New
HAIM
2200
Hunter Associates Investment Management
Pennsylvania
$635K -$172 -3 -0%

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.