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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
LAI
2451
Legal Advantage Investments
California
$451K
FCMC
2452
Founders Capital Management (Connecticut)
Connecticut
$451K +$3.43K +60 +0.8%
SCM
2453
Stonebridge Capital Management
California
$451K -$858K -15,000 -67%
SCI
2454
S&CO Inc
Massachusetts
$451K
CAM
2455
Columbia Asset Management
Michigan
$449K -$326K -5,692 -67%
GCM
2456
Gladius Capital Management
Illinois
$449K +$426K +7,454 New
CCB
2457
Cutter & Co Brokerage
Missouri
$447K +$24.9K +436 +6%
TC
2458
Truvestments Capital
Florida
$446K -$17K -297 -4%
FA
2459
Fortis Advisors
Pennsylvania
$444K
BRA
2460
Biechele Royce Advisors
Indiana
$443K -$7.38K -129 -2%
OWM
2461
OneAscent Wealth Management
Alabama
$443K -$5.67K -99 -1%
FCCM
2462
First City Capital Management
Georgia
$443K -$18.2K -318 -4%
BG
2463
Benedetti & Gucer
Georgia
$442K -$22.1K -387 -5%
CCM
2464
Carlson Capital Management
Minnesota
$442K -$721K -12,605 -63%
E3F
2465
Eight 31 Financial
Texas
$441K +$75.9K +1,326 +22%
CC
2466
Cipher Capital
New York
$441K -$59.4K -1,039 -12%
GFPC
2467
Global Financial Private Client
Florida
$440K
MCM
2468
Maple Capital Management
Vermont
$440K +$3.32K +58 +0.8%
CCA
2469
Cottonwood Capital Advisors
Utah
$440K +$2.17K +38 +0.5%
CIM
2470
Contravisory Investment Management
Massachusetts
$439K -$6.47K -113 -2%
WDG
2471
Wealth Dimensions Group
Ohio
$439K +$3.72K +65 +0.9%
LAS
2472
Legacy Advisory Services
Pennsylvania
$438K -$6.18K -108 -1%
OW
2473
Olistico Wealth
Oklahoma
$437K -$229 -4 -0.1%
SWM
2474
Seed Wealth Management
Illinois
$437K -$24.9K -435 -6%
TW
2475
Traveka Wealth
California
$436K -$20.1K -352 -5%

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.