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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
HWMC
2226
Heritage Wealth Management (California)
California
$615K +$16.9K +296 +3%
CA
2227
Carson Advisory
Georgia
$610K +$12.2K +214 +2%
CG
2228
Corundum Group
Colorado
$610K -$17.5K -306 -3%
SHFA
2229
SC&H Financial Advisors
Maryland
$608K +$458 +8 +0.1%
ACA
2230
American Capital Advisory
Idaho
$608K -$648K -11,333 -73%
SWMG
2231
Signature Wealth Management Group
Georgia
$608K -$4.86K -85 -0.8%
SWM
2232
Selective Wealth Management
Virginia
$607K +$11.7K +205 +2%
MC
2233
Middleton & Co
Massachusetts
$606K
FOA
2234
Five Oceans Advisors
California
$605K +$515 +9 +0.1%
LCM
2235
Lazari Capital Management
California
$605K
PB
2236
Pinnacle Bancorp
Nebraska
$602K -$2.4K -42 -0.4%
JLBC
2237
J.L. Bainbridge & Co
Florida
$601K +$286 +5 +0.1%
BCM
2238
BluePath Capital Management
Georgia
$601K +$180K +3,145 +46%
SAG
2239
Spotlight Asset Group
Illinois
$601K +$116K +2,022 +25%
FPIS
2240
Financial Planning & Information Services
Wisconsin
$599K -$22.5K -394 -4%
WTB
2241
Washington Trust Bank
Washington
$599K -$104K -1,824 -15%
AIIMS
2242
Analyst IMS Investment Management Services
Israel
$597K +$327K +5,722 +136%
SFA
2243
Semmax Financial Advisors
North Carolina
$596K +$276K +4,826 +96%
SRC
2244
Shufro Rose & Co
New York
$595K
LA
2245
LexAurum Advisors
Kansas
$594K -$601K -10,508 -52%
ZAM
2246
Zevin Asset Management
Massachusetts
$594K -$225K -3,930 -28%
AWCI
2247
Alpine Woods Capital Investors
New York
$594K -$698K -12,200 -55%
MTWM
2248
Masso Torrence Wealth Management
New Jersey
$592K +$118K +2,067 +27%
BW
2249
Basepoint Wealth
Iowa
$592K -$11.9K -208 -2%
WA
2250
WESPAC Advisors
California
$591K +$29.2K +510 +5%

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.