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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
RIM
2351
Redwood Investment Management
Arizona
$526K -$179K -3,123 -26%
WIM
2352
Westside Investment Management
California
$526K +$172 +3 +0%
WIM
2353
Warwick Investment Management
Texas
$525K +$80.2K +1,401 +19%
NI
2354
NDVR Inc
Massachusetts
$525K +$41.7K +728 +9%
MWM
2355
Maripau Wealth Management
Indiana
$522K +$51.7K +904 +12%
WH
2356
Willner & Heller
California
$521K -$19.5K -340 -4%
SWA
2357
SOA Wealth Advisors
New York
$521K +$973 +17 +0.2%
FWM
2358
Foguth Wealth Management
Michigan
$520K +$495K +8,645 New
BST
2359
Bath Savings Trust
Maine
$520K +$4.29K +75 +0.9%
KCIC
2360
Kuhn & Co Investment Counsel
Illinois
$520K
JWM
2361
Jackson Wealth Management
Florida
$518K +$37.2K +651 +8%
TA
2362
TFG Advisers
Michigan
$517K +$12.9K +226 +3%
CSC
2363
Caldwell Sutter Capital
California
$517K -$45.4K -793 -8%
FRM
2364
Fox Run Management
Connecticut
$517K +$491K +8,588 New
CWM
2365
Centric Wealth Management
Illinois
$516K +$88.5K +1,547 +22%
WFAG
2366
Worth Financial Advisory Group
North Carolina
$515K +$10.4K +182 +2%
RCWM
2367
Royal Capital Wealth Management
Indiana
$514K +$229 +4 +0%
BB
2368
Bell Bank
North Dakota
$512K -$4.52K -79 -0.9%
GWSA
2369
Global Wealth Strategies & Associates
Colorado
$510K +$14.4K +251 +3%
CRI
2370
Commonwealth Retirement Investments
Virginia
$510K +$2.29K +40 +0.5%
CRIG
2371
Charter Research & Investment Group
Connecticut
$510K -$5.15K -90 -1%
SWM
2372
Sculati Wealth Management
Michigan
$509K -$68.1K -1,191 -12%
CWM
2373
Circle Wealth Management
New Jersey
$508K +$572 +10 +0.1%
UWM
2374
USAdvisors Wealth Management
Minnesota
$508K -$83K -1,450 -15%
CPW
2375
Cove Private Wealth
New York
$508K

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.