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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 %
AWP
2526
Abacus Wealth Partners
California
$223K +$223K +4,713 New
W
2527
WPWealth
Texas
$223K +$223K +4,713 New
MA
2528
MONECO Advisors
Connecticut
$223K +$223K +4,707 New
BIAS
2529
Beacon Investment Advisory Services
New Jersey
$222K -$43.2K -915 -16%
OCM
2530
Orser Capital Management
Texas
$222K +$222K +4,698 New
AW
2531
Atlas Wealth
Ohio
$222K +$222K +4,689 New
FCM
2532
Firestone Capital Management
Florida
$221K – – –
IWA
2533
Inspirion Wealth Advisors
Illinois
$221K – – –
KDA
2534
Kraft Davis & Associates
Missouri
$221K +$221K +4,566 New
RRA
2535
Round Rock Advisors
Connecticut
$220K – – –
SFG
2536
SNS Financial Group
Minnesota
$220K +$220K +4,638 New
BCB
2537
Brian C. Broderick
$220K – – –
CWM
2538
Collaborative Wealth Management
Florida
$219K – – –
WIA
2539
Westbourne Investment Advisors
Maryland
$219K -$84.9K -1,800 -28%
SFC
2540
SYM Financial Corp
Indiana
$219K -$26.5K -561 -11%
WAS
2541
Wealth Advisory Solutions
Indiana
$219K – – –
HPM
2542
Hoxton Planning & Management
West Virginia
$219K +$219K +4,626 New
MA
2543
Modus Advisors
Minnesota
$219K +$219K +4,626 New
PFP
2544
Paragon Financial Partners
California
$219K – – –
SCM
2545
Seascape Capital Management
New Hampshire
$218K -$30.2K -639 -12%
BWM
2546
Buckley Wealth Management
Nevada
$217K -$28.4K -600 -12%
PWA
2547
PCG Wealth Advisors
Kansas
$217K -$213K -4,497 -49%
NRC
2548
New Republic Capital
North Carolina
$217K +$217K +4,569 New
LWM
2549
Lyell Wealth Management
California
$217K +$217K +4,581 New
BWA
2550
Blodgett Wealth Advisors
California
$216K -$14.2K -300 -6%
100 101
102
103 104