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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
FWM
2301
Fairhaven Wealth Management
Illinois
$561K -$26.1K -456 -5%
LF
2302
Lantz Financial
Illinois
$560K +$23.5K +411 +5%
AFG
2303
ABLE Financial Group
Arizona
$560K -$7.55K -132 -1%
SIAG
2304
Safeguard Investment Advisory Group
California
$559K -$66.1K -1,156 -11%
BBNA
2305
Bremer Bank National Association
Minnesota
$557K -$1.63M -28,522 -76%
NAM
2306
NorthCrest Asset Manangement
Minnesota
$556K +$121K +2,115 +30%
CB
2307
CNB Bank
Pennsylvania
$556K +$6.58K +115 +1%
SIAM
2308
Sterling Investment Advisors (Missouri)
Missouri
$555K +$2K +35 +0.4%
NJBEST
2309
New Jersey Better Educational Savings Trust
New Jersey
$554K
CWA
2310
Consilium Wealth Advisory
Texas
$554K +$70.6K +1,234 +15%
PEA
2311
Park Edge Advisors
Ohio
$553K -$512K -8,951 -49%
KOMWMG
2312
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$553K -$3.72K -65 -0.7%
CIC
2313
Chilton Investment Company
Connecticut
$552K -$101K -1,764 -16%
ISB
2314
Iowa State Bank
Iowa
$551K -$112K -1,962 -18%
SFB
2315
STAR Financial Bank
Indiana
$551K -$3.43K -60 -0.7%
AMG
2316
Advisors Management Group
Wisconsin
$551K +$515 +9 +0.1%
SFS
2317
Sharp Financial Services
Pennsylvania
$549K -$19.1K -333 -4%
FFIC
2318
First Fiduciary Investment Counsel
Ohio
$549K -$34K -594 -6%
RCA
2319
Resonant Capital Advisors
Wisconsin
$548K +$184K +3,222 +55%
USWIA
2320
UP Strategic Wealth Investment Advisors
Pennsylvania
$547K
TC
2321
Trilogy Capital
California
$547K +$267K +4,661 +105%
BBA
2322
BLB&B Advisors
Pennsylvania
$545K -$401 -7 -0.1%
CNWM
2323
Clay Northam Wealth Management
California
$545K -$1.72K -30 -0.3%
BIG
2324
Builder Investment Group
Georgia
$545K -$11K -193 -2%
RK
2325
Rather & Kittrell
Tennessee
$544K +$229 +4 +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.