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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
OPWM
2201
Oxinas Partners Wealth Management
Indiana
$634K -$10K -175 -2%
EBA
2202
Eagle Bay Advisors
New York
$633K -$38.9K -679 -6%
SBF
2203
Sara-Bay Financial
Florida
$633K
SFSG
2204
Sound Financial Strategies Group
Mississippi
$633K -$6.52K -114 -1%
CWM
2205
Castle Wealth Management
Florida
$631K -$37.7K -659 -6%
KFS
2206
Kurt F. Somerville
$631K -$103K -1,800 -15%
AWM
2207
Angeles Wealth Management
California
$631K +$171K +2,982 +40%
TA
2208
TrueWealth Advisors
Alabama
$631K -$160K -2,802 -21%
GFL
2209
Granite FO LLC
New Hampshire
$631K
VV
2210
Verity & Verity
South Carolina
$630K +$42.7K +747 +8%
LSA
2211
Leonteq Securities AG
Switzerland
$630K -$2.58M -45,172 -81%
WDL
2212
Well Done LLC
Michigan
$628K +$67.7K +1,184 +13%
EWG
2213
Executive Wealth Group
Washington
$626K +$481K +8,400 New
KF
2214
KKM Financial
Illinois
$624K -$3.6K -63 -0.6%
GRQ
2215
Gardner Russo & Quinn
Pennsylvania
$624K
AIM
2216
Alhambra Investment Management
Florida
$623K -$51.8K -906 -8%
HS
2217
Horan Securities
United States
$623K +$125K +2,186 +27%
MAG
2218
Mayfair Advisory Group
Alabama
$623K +$14K +244 +2%
MHR
2219
Matthew Hamilton Rosenberg
$623K +$10.1K +177 +2%
IIC
2220
Integrated Investment Consultants
Michigan
$621K +$110K +1,928 +23%
SWP
2221
Semus Wealth Partners
Florida
$619K +$2.4K +42 +0.4%
CC
2222
Capital Counsel
New York
$617K
NPF
2223
Norris Perne & French
Michigan
$617K +$68.7K +1,200 +13%
GGS
2224
Galvin Gaustad & Stein
Arizona
$616K -$27.4K -479 -4%
NSAM
2225
North Star Asset Management
Wisconsin
$616K +$24K +419 +4%

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.