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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
W
2251
Wealthquest
Ohio
$590K -$100K -1,753 -15%
CUAMC
2252
China Universal Asset Management Company
China
$590K -$2.88M -50,368 -84%
EFMC
2253
Empire Financial Management Company
New York
$589K +$61.2K +1,070 +12%
IAMOG
2254
Investors Asset Management of Georgia
Georgia
$588K
CFFP
2255
Center for Financial Planning
Michigan
$588K +$5.84K +102 +1%
FPWM
2256
FSB Premier Wealth Management
Iowa
$588K -$14.4K -251 -3%
AWM
2257
Affinity Wealth Management
Delaware
$587K -$18.8K -329 -3%
SA
2258
Strategic Advisors
New York
$585K -$667K -11,665 -55%
KC
2259
Kades & Cheifetz
Pennsylvania
$585K +$3.66K +64 +0.7%
1WM
2260
1900 Wealth Management
Texas
$585K -$364K -6,353 -40%
DFCM
2261
Dark Forest Capital Management
Puerto Rico
$585K +$556K +9,718 New
QFA
2262
Quantum Financial Advisors
California
$584K +$190K +3,329 +52%
WGC
2263
Watts Gwilliam & Co
Arizona
$583K +$557K +9,743 New
KIC
2264
Keating Investment Counselors
Florida
$582K -$236K -4,125 -30%
TFGT
2265
TS Financial Group (TSFG)
Illinois
$581K +$172 +3 +0%
DWAM
2266
Duncan Williams Asset Management
Tennessee
$580K +$552K +9,644 New
MSWM
2267
Mowery & Schoenfeld Wealth Management
Illinois
$580K +$36.4K +637 +7%
PFG
2268
PAX Financial Group
Texas
$580K -$18.4K -321 -3%
WWM
2269
Waterway Wealth Management
Texas
$580K -$8.35K -146 -1%
FPTW
2270
Franklin, Parlapiano, Turner & Welch
Texas
$579K
RSVP
2271
Ramsay Stattman Vela & Price
Colorado
$579K
VPP
2272
Vertex Planning Partners
Illinois
$578K -$33.4K -584 -6%
JHP
2273
James Hambro & Partners
United Kingdom
$578K +$10.3K +180 +2%
WA
2274
WealthTrust Axiom
Pennsylvania
$578K
COCM
2275
Charter Oak Capital Management
New Hampshire
$577K +$64.3K +1,124 +13%

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.