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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 %
BWAM
2526
Boyd Watterson Asset Management
Ohio
$252K – – –
OWA
2527
One Wealth Advisors
California
$251K +$127K +2,574 +102%
CRG
2528
Cornerstone Retirement Group
Nevada
$251K – – –
BWM
2529
BlackDiamond Wealth Management
New York
$251K +$27.3K +540 +12%
AWA
2530
Alta Wealth Advisors
Massachusetts
$250K +$147 +3 +0.1%
NCM
2531
NCM Capital Management
New Jersey
$250K -$76.4K -1,554 -23%
GHA
2532
Granite Harbor Advisors
Texas
$250K +$250K +5,082 New
CFO
2533
Collective Family Office
Pennsylvania
$249K +$249K +5,058 New
GA
2534
Greenspring Advisors
Maryland
$248K +$30.1K +612 +14%
PP
2535
Pegasus Partners
Wisconsin
$248K – – –
KWA
2536
Kellett Wealth Advisors
Ohio
$247K – – –
CCP
2537
Cassia Capital Partners
North Carolina
$247K – – –
VBFG
2538
Vishria Bird Financial Group
Tennessee
$247K -$6.05K -123 -2%
IFPG
2539
Intrepid Financial Planning Group
Indiana
$246K – – –
HWM
2540
Horizon Wealth Management
Illinois
$244K +$590 +12 +0.2%
ACP
2541
Arcus Capital Partners
Georgia
$244K +$737 +15 +0.3%
RCG
2542
Rock Creek Group
District of Columbia
$244K -$24.5K -498 -9%
CCA
2543
Childress Capital Advisors
Texas
$244K -$337K -6,849 -58%
WCM
2544
WealthBridge Capital Management
Ohio
$244K -$779K -15,858 -76%
MTWM
2545
Masso Torrence Wealth Management
New Jersey
$243K +$19.6K +399 +9%
FWA
2546
FOCUS Wealth Advisors
Texas
$243K +$243K +4,950 New
SWRP
2547
Summit Wealth & Retirement Planning
California
$243K +$243K +4,950 New
EC
2548
EdgeRock Capital
Colorado
$243K +$23.2K +471 +11%
TP
2549
Tranquility Partners
Tennessee
$243K -$2.65K -54 -1%
ES
2550
ETF Store
Kansas
$243K +$2.73K +54 +1%
100 101
102
103 104