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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
FBT
2326
First Bank & Trust
South Dakota
$544K
GKWIM
2327
Gerber Kawasaki Wealth & Investment Management
California
$544K +$20.1K +352 +4%
SMG
2328
Smart Money Group
Texas
$543K +$13.5K +236 +3%
AWM
2329
Aprio Wealth Management
Georgia
$542K +$148K +2,587 +40%
FC
2330
Fusion Capital
South Carolina
$541K +$27.1K +474 +6%
TFM
2331
TFC Financial Management
Massachusetts
$540K +$2.58K +45 +0.5%
SIC
2332
Samalin Investment Counsel
New York
$540K -$12K -210 -2%
PWAC
2333
Private Wealth Advisors (California)
California
$538K +$1.09K +19 +0.2%
TFA
2334
Trinity Financial Advisors
Ohio
$537K +$57 +1 +0%
AMIM
2335
Aull & Monroe Investment Management
Alabama
$537K -$57 -1 -0%
WCG
2336
Weaver Consulting Group
California
$536K +$3.32K +58 +0.7%
EFG
2337
Embree Financial Group
Illinois
$535K +$39.3K +687 +8%
CA
2338
CapWealth Advisors
Tennessee
$531K +$2.06K +36 +0.4%
GD
2339
Grandfield & Dodd
New York
$531K
WFS
2340
Walker Financial Services
Kentucky
$531K +$1.77K +31 +0.4%
ST
2341
Sabal Trust
Florida
$530K -$8.07K -141 -2%
BFA
2342
Buttonwood Financial Advisors
Maryland
$529K -$15.8K -276 -3%
BIM
2343
Baldwin Investment Management
Pennsylvania
$529K +$2.86K +50 +0.6%
TF
2344
Trek Financial
Arizona
$529K +$242K +4,237 +93%
SC
2345
Sepio Capital
Utah
$529K -$108K -1,881 -18%
TCWA
2346
Turtle Creek Wealth Advisors
Texas
$528K +$65.1K +1,138 +15%
CFA
2347
CWS Financial Advisors
Michigan
$528K +$2.4K +42 +0.5%
EDRIA
2348
Edmonds Duncan Registered Investment Advisors
Kansas
$528K -$57 -1 -0%
CCA
2349
Childress Capital Advisors
Texas
$527K -$57.1K -998 -10%
FPCG
2350
Fort Pitt Capital Group
Pennsylvania
$526K -$68.2K -1,192 -12%

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.