We are live on ! Find out more
WMT icon

Walmart Inc
WMT

2,877 hedge funds and large institutions have $143B invested in Walmart Inc in 2023 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 1,212 increasing their positions, 1,128 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 123

25% more call options, than puts

Call options by funds: $3.35B | Put options by funds: $2.68B

9% more capital invested

Capital invested by funds: $131B → $143B (+$11.6B)

3.04% more ownership

Funds ownership: 99.21% → 102.25% (+3%)

7% more repeat investments, than reductions

Existing positions increased: 1,212 | Existing positions reduced: 1,128

1% more funds holding

Funds holding: 2,851 → 2,877 (+26)

7% less funds holding in top 10

Funds holding in top 10: 123 → 115 (-8)

Holders
2,877
Holders Change
+26
Holders Change %
+0.91%
% of All Funds
45.16%
Holding in Top 10
115
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.5%
% of All Funds
1.81%
New
175
Increased
1,212
Reduced
1,128
Closed
123
Calls
$3.35B
Puts
$2.68B
Net Calls
+$668M
Net Calls Change
+$79.3M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$924M
2
EWA
EP Wealth Advisors
California
+$837M
3
Ameriprise
Ameriprise
Minnesota
+$403M
4
JP Morgan Chase
JP Morgan Chase
New York
+$387M
5
Invesco
Invesco
Georgia
+$256M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$419M
2
Citadel Advisors
Citadel Advisors
Florida
-$318M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$253M
4
Wells Fargo
Wells Fargo
California
-$228M
5
Jane Street
Jane Street
New York
-$214M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2526
Alta Wealth Advisors
Massachusetts
$267K +$303 +6 +0.1%
AAM
2527
Alphadyne Asset Management
New York
$267K +$257K +5,103 New
CFO
2528
Collective Family Office
Pennsylvania
$265K – – –
BA
2529
Ballew Advisors
Mississippi
$265K – – –
GA
2530
Geller Advisors
New York
$264K -$54.8K -1,086 -18%
MFP
2531
Meridian Financial Partners
Virginia
$264K +$254K +5,037 New
HPM
2532
Hoxton Planning & Management
West Virginia
$264K +$14.4K +285 +6%
CCP
2533
Cassia Capital Partners
North Carolina
$264K – – –
VBFG
2534
Vishria Bird Financial Group
Tennessee
$263K – – –
BCP
2535
Berkeley Capital Partners
Georgia
$263K +$11K +219 +5%
SFC
2536
SYM Financial Corp
Indiana
$263K +$21.5K +426 +9%
RCG
2537
Rock Creek Group
District of Columbia
$263K +$2.57K +51 +1%
NA
2538
Navellier & Associates
Nevada
$263K +$15.1K +300 +6%
NMG
2539
New Millennium Group
Utah
$262K -$12.9K -255 -5%
WWG
2540
West Wealth Group
California
$262K +$9.54K +189 +4%
IFPG
2541
Intrepid Financial Planning Group
Indiana
$262K – – –
HWM
2542
Horizon Wealth Management
Illinois
$262K +$1.36K +27 +0.5%
ACP
2543
Arcus Capital Partners
Georgia
$262K +$1.67K +33 +0.7%
GAG
2544
GM Advisory Group
New York
$262K -$6.96K -138 -3%
TA
2545
TrueWealth Advisors
Alabama
$261K -$8.78K -174 -3%
HBW
2546
Hazlett, Burt & Watson
West Virginia
$261K -$59.2K -1,173 -19%
TP
2547
Tranquility Partners
Tennessee
$261K +$1.82K +36 +0.7%
LCS
2548
Levin Capital Strategies
New York
$260K -$454K -9,000 -64%
BA
2549
Bridge Advisory
California
$260K +$5.3K +105 +2%
LA
2550
Legacy Advisors
Pennsylvania
$259K -$11.5K -228 -4%
100 101
102
103 104

WMT Hedge Fund Activity: Q2 2023 in Review

2,877 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2023, worth a combined $143B — up 8.8% from $131B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new WMT positions and 123 closed out — a net gain of 52 holders — while 1,212 added to existing stakes and 1,128 trimmed.

The largest buyer was Vanguard Group, adding an estimated $924M. The largest seller was Envestnet Asset Management, cutting an estimated $419M.

  • 2,877 institutional investors held Walmart Inc (WMT) as of Q2 2023, up from 2,851 in Q1 2023.
  • Funds reported $143B of Walmart Inc stock for Q2 2023, up 8.8% quarter-over-quarter.
  • 175 funds opened new Walmart Inc positions in Q2 2023 and 123 closed out, a net change of +52 holders.
  • The largest Walmart Inc buyer in Q2 2023 was Vanguard Group, an estimated $924M added.
  • The largest Walmart Inc seller in Q2 2023 was Envestnet Asset Management, an estimated $419M sold.

Based on aggregated 13F filings for Q2 2023.