WMT icon

Walmart
WMT

Overview Fund Activity

2,835 hedge funds and large institutions have $131B invested in Walmart in 2023 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 1,194 increasing their positions, 1,091 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,835
Holders Change
+44
Holders Change %
+1.58%
% of All Funds
45.37%
Holding in Top 10
121
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24.74%
% of All Funds
1.94%
New
203
Increased
1,194
Reduced
1,091
Closed
100
Calls
$4.04B
Puts
$3.45B
Net Calls
+$588M
Net Calls Change
+$862M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$462M
2
Marshall Wace
Marshall Wace
United Kingdom
+$432M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$421M
4
BlackRock
BlackRock
New York
+$418M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$415M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.03B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$331M
4
M1FG
Mach-1 Financial Group
Arkansas
-$232M
5
First Trust Advisors
First Trust Advisors
Illinois
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
2501
State of Wyoming
Wyoming
$260K -$137K -2,796 -35%
MA
2502
Mezzasalma Advisors
New Jersey
$260K -$7.37K -150 -3%
LFG
2503
Lockerman Financial Group
California
$259K +$39.2K +798 +18%
EI
2504
Ellevest Inc
New York
$259K +$24.5K +498 +10%
NMG
2505
New Millennium Group
Utah
$259K -$26.7K -543 -9%
CCP
2506
Carmel Capital Partners
California
$258K +$258K +5,259 New
FSG
2507
Financial Strategies Group
Michigan
$258K – – –
SAM
2508
Synergy Asset Management
Washington
$258K +$7.08K +144 +3%
MFA
2509
Mayflower Financial Advisors
Massachusetts
$257K +$13.6K +276 +6%
SDWMA
2510
Schneider Downs Wealth Management Advisors
Pennsylvania
$257K – – –
SWM
2511
SFG Wealth Management
Maryland
$256K +$147 +3 +0.1%
CWM
2512
Centurion Wealth Management
Virginia
$256K -$442 -9 -0.2%
WWM
2513
Windsor Wealth Management
Indiana
$255K – – –
AWM
2514
Avaii Wealth Management
Wisconsin
$255K +$33.5K +681 +15%
LA
2515
Legacy Advisors
Pennsylvania
$254K +$33.9K +690 +15%
JWBC
2516
J.W. Burns & Co
New York
$254K +$3.69K +75 +1%
CCFM
2517
Clear Creek Financial Management
Washington
$254K -$26.1K -531 -9%
TA
2518
TrueWealth Advisors
Alabama
$253K -$129K -2,625 -34%
PA
2519
Parkside Advisors
California
$253K +$2.65K +54 +1%
MF
2520
Montis Financial
Massachusetts
$253K – – –
PS
2521
Planned Solutions
California
$253K +$20.1K +408 +9%
SEP
2522
Southland Equity Partners
Missouri
$253K +$4.42K +90 +2%
MFT
2523
Moisand Fitzgerald Tamayo
Florida
$252K -$201K -4,092 -44%
GAG
2524
GM Advisory Group
New York
$252K +$9.58K +195 +4%
SC
2525
Sawyer & Company
Massachusetts
$252K -$4.82K -96 -2%
99 100
101
102 103