We are live on ! Find out more
WMT icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$24.8B -$45.8M -800,764 -0.2%
BlackRock
2
BlackRock
New York
$17.7B +$123M +2,147,593 +0.7%
State Street
3
State Street
Massachusetts
$11.1B +$157M +2,744,779 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5B +$143M +2,494,923 +3%
Morgan Stanley
5
Morgan Stanley
New York
$4.79B -$4.16B -72,716,915 -48%
Norges Bank
6
Norges Bank
Norway
$4.19B -$17.6M -307,896 -0.4%
Bank of America
7
Bank of America
North Carolina
$4.03B +$241M +4,206,728 +7%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$3.42B -$220M -3,846,526 -6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.35B -$163M -2,845,375 -5%
Fisher Asset Management
10
Fisher Asset Management
Washington
$2.6B +$834M +14,577,038 +51%
Northern Trust
11
Northern Trust
Illinois
$2.43B -$131M -2,293,916 -5%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$2.36B
JP Morgan Chase
13
JP Morgan Chase
New York
$2.28B -$386M -6,748,790 -15%
Franklin Resources
14
Franklin Resources
California
$2.26B +$1.34B +23,369,836 +165%
Ameriprise
15
Ameriprise
Minnesota
$2.13B -$215M -3,760,668 -10%
Charles Schwab
16
Charles Schwab
California
$1.9B +$13.5M +235,886 +0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.76B -$100M -1,749,518 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.73B -$41.9M -732,465 -2%
Invesco
19
Invesco
Georgia
$1.67B +$1.09M +19,129 +0.1%
Wells Fargo
20
Wells Fargo
California
$1.64B +$4.99M +87,188 +0.3%
N
21
Nuveen
North Carolina
$1.64B -$39.9M -697,126 -3%
Goldman Sachs
22
Goldman Sachs
New York
$1.46B -$328M -5,723,850 -19%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.4B -$172M -2,999,794 -20%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.3B +$12.9M +225,758 +1%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.26B -$26.8M -468,545 -2%

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.