WMT icon

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 %
CLOS
2501
Compagnie Lombard Odier SCmA
Switzerland
$231K -$15K -318 -6%
PHIC
2502
Pine Haven Investment Counsel
Massachusetts
$230K – – –
IFS
2503
Intelligent Financial Strategies
Minnesota
$230K – – –
BBPWM
2504
Blue Bell Private Wealth Management
Pennsylvania
$230K – – –
PCWA
2505
Pacific Capital Wealth Advisors
California
$229K – – –
CA
2506
Corrado Advisors
New Jersey
$228K +$228K +4,830 New
FA
2507
Financial Advisors
Massachusetts
$228K -$4.54K -96 -2%
HAS
2508
HBW Advisory Services
California
$228K -$80.3K -1,701 -26%
BG
2509
Benedetti & Gucer
Georgia
$228K +$228K +4,827 New
ES
2510
ETF Store
Kansas
$227K +$287 +6 +0.1%
IAM
2511
Innovis Asset Management
Illinois
$227K +$227K +4,800 New
WI
2512
WJ Interests
Texas
$227K +$227K +4,800 New
FNC
2513
First National Corp
Massachusetts
$227K +$227K +4,794 New
SHWM
2514
Silicon Hills Wealth Management
Texas
$226K – – –
EWA
2515
Evolution Wealth Advisors
Florida
$226K – – –
EI
2516
Ellevest Inc
New York
$226K – – –
WWM
2517
Wagner Wealth Management
South Carolina
$226K -$21.3K -450 -9%
FWM
2518
ForthRight Wealth Management
Georgia
$225K – – –
OAM
2519
Oberweis Asset Management
Illinois
$225K – – –
BIA
2520
Barry Investment Advisors
Massachusetts
$225K -$712 -15 -0.3%
PS
2521
Planned Solutions
California
$224K +$224K +4,740 New
GA
2522
Gateway Advisory
New Jersey
$224K – – –
FP
2523
Financial Perspectives
Minnesota
$224K – – –
ACM
2524
Armbruster Capital Management
New York
$223K -$17.7K -375 -7%
BCP
2525
Berkeley Capital Partners
Georgia
$223K +$223K +4,716 New
99 100
101
102 103