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Walmart
WMT

Overview Fund Activity

2,791 hedge funds and large institutions have $126B invested in Walmart in 2022 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 1,041 increasing their positions, 1,022 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,791
Holders Change
+203
Holders Change %
+7.84%
% of All Funds
45.03%
Holding in Top 10
97
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.38%
% of All Funds
1.57%
New
345
Increased
1,041
Reduced
1,022
Closed
84
Calls
$3.39B
Puts
$3.67B
Net Calls
-$273M
Net Calls Change
-$490M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$993M
2
Morgan Stanley
Morgan Stanley
New York
+$273M
3
Squarepoint
Squarepoint
New York
+$173M
4
Renaissance Technologies
Renaissance Technologies
New York
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$325M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$274M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
4
Ameriprise
Ameriprise
Minnesota
-$157M
5
Bank of America
Bank of America
North Carolina
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
2476
Kellett Wealth Advisors
Ohio
$238K – – –
CCP
2477
Cassia Capital Partners
North Carolina
$238K +$238K +5,031 New
NA
2478
Navellier & Associates
Nevada
$237K +$14.2K +300 +6%
THWM
2479
Taylor Hoffman Wealth Management
Virginia
$237K -$132K -2,790 -36%
WWG
2480
West Wealth Group
California
$237K -$13.9K -294 -6%
IFPG
2481
Intrepid Financial Planning Group
Indiana
$236K – – –
TP
2482
Tranquility Partners
Tennessee
$236K +$236K +4,995 New
KWM
2483
Kolinsky Wealth Management
New Jersey
$236K -$66.2K -1,401 -22%
SPWM
2484
Schrum Private Wealth Management
Florida
$236K +$142 +3 +0.1%
KFC
2485
Klingenstein Fields & Co
New York
$236K – – –
MWP
2486
Meridian Wealth Partners
Pennsylvania
$235K -$31.3K -663 -12%
TC
2487
TAP Consulting
Missouri
$235K -$189K -3,993 -45%
HWM
2488
Horizon Wealth Management
Illinois
$234K -$15.7K -333 -6%
ACP
2489
Arcus Capital Partners
Georgia
$234K – – –
MFA
2490
Mayflower Financial Advisors
Massachusetts
$234K +$6.81K +144 +3%
BDFN
2491
Bond & Devick Financial Network
Minnesota
$234K – – –
GAG
2492
GM Advisory Group
New York
$233K – – –
BWM
2493
Birchcreek Wealth Management
Ohio
$233K +$5.53K +117 +2%
OWA
2494
Opal Wealth Advisors
New York
$233K -$5.39K -114 -2%
TFA
2495
Triad Financial Advisors
North Carolina
$233K -$17.6K -372 -7%
BFA
2496
Beacon Financial Advisory
Ohio
$232K – – –
AC
2497
Avenir Corporation
Virginia
$232K +$4.11K +87 +2%
ES
2498
Eagle Strategies
New York
$232K +$2.84K +60 +1%
LA
2499
Latitude Advisors
Florida
$231K -$567 -12 -0.2%
DWMS
2500
Dominguez Wealth Management Solutions
Virginia
$231K +$231K +4,887 New
98 99
100
101 102