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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
CWM
2376
Concentrum Wealth Management
California
$507K +$12.7K +222 +3%
BA
2377
Bluesphere Advisors
Pennsylvania
$507K +$172 +3 +0%
RWP
2378
Ridgecrest Wealth Partners
California
$506K +$2.86K +50 +0.6%
ML
2379
McAdam LLC
Pennsylvania
$504K +$28.4K +497 +6%
FWP
2380
Firethorn Wealth Partners
Georgia
$504K +$10.9K +191 +2%
SCM
2381
Steele Capital Management
Iowa
$503K +$16.9K +296 +4%
MA
2382
Modus Advisors
Minnesota
$503K -$7.21K -126 -1%
KA
2383
Klingman & Associates
New York
$502K +$24.9K +435 +5%
AA
2384
Addison Advisors
Vermont
$502K +$1.95K +34 +0.4%
FB
2385
First Bancorp
Maine
$502K +$4K +70 +0.8%
1IA
2386
1834 Investment Advisors
Wisconsin
$500K -$189K -3,304 -28%
LIA
2387
LBMC Investment Advisors
Tennessee
$500K +$57 +1 +0%
RWP
2388
Revolve Wealth Partners
New Jersey
$500K +$25.4K +444 +6%
SPWG
2389
Sage Private Wealth Group
Illinois
$499K +$78.2K +1,366 +20%
SDWMA
2390
Schneider Downs Wealth Management Advisors
Pennsylvania
$499K +$181K +3,156 +61%
CCA
2391
Cobblestone Capital Advisors
New York
$498K +$34.3K +600 +8%
SFA
2392
Source Financial Advisors
New York
$498K -$195K -3,414 -29%
ARG
2393
Advisory Resource Group
Oklahoma
$494K -$17.1K -298 -4%
NCTC
2394
New Covenant Trust Company
Indiana
$493K +$469K +8,191 New
PWP
2395
Precedent Wealth Partners
Texas
$493K +$28.3K +495 +6%
HFS
2396
Howard Financial Services
Texas
$491K -$5.09K -89 -1%
BFWA
2397
Benchmark Financial Wealth Advisors
Florida
$490K +$58.5K +1,022 +14%
CWMGP
2398
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$489K +$103K +1,793 +28%
KS
2399
Karpas Strategies
Connecticut
$489K +$1.2K +21 +0.3%
GPA
2400
Garrison Point Advisors
California
$488K -$7.04K -123 -1%

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.