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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
AAM
2401
Austin Asset Management
Texas
$488K -$13.9K -243 -3%
HSWM
2402
Hubbell Strickland Wealth Management
Louisiana
$488K -$629 -11 -0.1%
FSC
2403
Full Sail Capital
Oklahoma
$488K -$11.8K -206 -2%
NECFA
2404
New England Capital Financial Advisors
Connecticut
$483K +$6.41K +112 +1%
GA
2405
Geller Advisors
New York
$482K +$185K +3,225 +68%
JCM
2406
Jacobsen Capital Management
Utah
$481K +$2.92K +51 +0.6%
CS
2407
Capital Square
Tennessee
$480K +$37.8K +661 +9%
RA
2408
Ruggaard & Associates
Ohio
$480K
MA
2409
MKT Advisors
California
$479K -$914K -15,968 -67%
MFC
2410
Mechanics Financial Corp
Ohio
$479K +$59K +1,031 +15%
LF
2411
LifeSteps Financial
California
$478K +$5.78K +101 +1%
NERM
2412
New England Research & Management
Illinois
$477K -$68.7K -1,200 -13%
FBFS
2413
First Business Financial Services
Wisconsin
$474K
VC
2414
Vicus Capital
Pennsylvania
$473K +$28.3K +495 +7%
HWA
2415
HHM Wealth Advisors
Tennessee
$472K -$286 -5 -0.1%
BA
2416
Bristlecone Advisors
Washington
$472K -$57 -1 -0%
AIM
2417
Avity Investment Management
Connecticut
$470K
WCM
2418
Wedge Capital Management
North Carolina
$467K -$24.1K -421 -5%
EW
2419
Element Wealth
Mississippi
$467K +$744 +13 +0.2%
FW
2420
FirstPurpose Wealth
Utah
$466K -$3.83K -67 -0.9%
GXJ
2421
Global X Japan
Japan
$465K +$89.6K +1,566 +25%
GF
2422
Gimbal Financial
Indiana
$465K +$11.6K +202 +3%
ARC
2423
Advisor Resource Council
Texas
$464K -$1.05M -18,419 -86%
CA
2424
Crewe Advisors
Utah
$464K +$441K +7,705 New
VIA
2425
Virtus Investment Advisers
Connecticut
$464K +$196K +3,429 +80%

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.