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Walmart Inc

3,310 hedge funds and large institutions have $189B invested in Walmart Inc in 2024 Q2 according to their latest regulatory filings, with 251 funds opening new positions, 1,502 increasing their positions, 1,225 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 251 | Existing positions closed: 97

42% more funds holding in top 10

Funds holding in top 10: 108153 (+45)

23% more repeat investments, than reductions

Existing positions increased: 1,502 | Existing positions reduced: 1,225

13% more capital invested

Capital invested by funds: $166B → $189B (+$22.4B)

3% more funds holding

Funds holding: 3,2053,310 (+105)

0.38% more ownership

Funds ownership: 34.14%34.52% (+0.38%)

2% less call options, than puts

Call options by funds: $3.05B | Put options by funds: $3.11B

Holders
3,310
Holders Change
+105
Holders Change %
+3.28%
% of All Funds
47.8%
Holding in Top 10
153
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+41.67%
% of All Funds
2.21%
New
251
Increased
1,502
Reduced
1,225
Closed
97
Calls
$3.05B
Puts
$3.11B
Net Calls
-$61M
Net Calls Change
-$616M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$28B +$77.4M +1,228,434 +0.3%
BlackRock
2
BlackRock
New York
$20.1B +$189M +3,005,095 +1%
State Street
3
State Street
Massachusetts
$12.7B +$190M +3,021,084 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.73B +$94.8M +1,504,749 +2%
Morgan Stanley
5
Morgan Stanley
New York
$5.53B +$139M +2,202,016 +3%
Bank of America
6
Bank of America
North Carolina
$4.79B +$231M +3,661,488 +5%
Norges Bank
7
Norges Bank
Norway
$4.7B -$14.1M -223,479 -0.3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$3.79B +$21.5M +340,731 +0.6%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$3.72B -$117M -1,851,623 -3%
Fisher Asset Management
10
Fisher Asset Management
Washington
$3.08B +$148M +2,356,929 +5%
Franklin Resources
11
Franklin Resources
California
$2.71B +$158M +2,504,240 +7%
Northern Trust
12
Northern Trust
Illinois
$2.71B -$26.7M -424,555 -1%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$2.66B
Ameriprise
14
Ameriprise
Minnesota
$2.28B -$104M -1,650,884 -5%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.28B -$274M -4,348,517 -11%
Charles Schwab
16
Charles Schwab
California
$2.09B -$58M -921,272 -3%
N
17
Nuveen
North Carolina
$2.01B +$155M +2,468,411 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.95B -$28.1M -446,446 -2%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.87B -$68.1M -1,082,020 -4%
Invesco
20
Invesco
Georgia
$1.83B -$53.5M -849,214 -3%
Wells Fargo
21
Wells Fargo
California
$1.82B -$26.1M -414,702 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.81B +$325M +5,155,270 +24%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.71B +$163M +2,582,429 +22%
Goldman Sachs
24
Goldman Sachs
New York
$1.69B +$42.1M +668,027 +3%
UBS AM
25
UBS AM
Illinois
$1.56B +$389M +6,179,538 +37%

WMT Hedge Fund Activity: Q2 2024 in Review

3,310 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2024, worth a combined $189B — up 13% from $166B a quarter earlier.

Buyers outnumbered sellers: 251 funds opened new WMT positions and 97 closed out — a net gain of 154 holders — while 1,502 added to existing stakes and 1,225 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.02B. The largest seller was Two Sigma Advisers, cutting an estimated $448M.

  • 3,310 institutional investors held Walmart Inc (WMT) as of Q2 2024, up from 3,205 in Q1 2024.
  • Funds reported $189B of Walmart Inc stock for Q2 2024, up 13% quarter-over-quarter.
  • 251 funds opened new Walmart Inc positions in Q2 2024 and 97 closed out, a net change of +154 holders.
  • The largest Walmart Inc buyer in Q2 2024 was GQG Partners, an estimated $1.02B added.
  • The largest Walmart Inc seller in Q2 2024 was Two Sigma Advisers, an estimated $448M sold.

Based on aggregated 13F filings for Q2 2024.