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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 %
MTWM
2551
Masso Torrence Wealth Management
New Jersey
$215K +$215K +4,554 New
RF
2552
Rollins Financial
Georgia
$214K +$214K +4,536 New
ERWM
2553
Elk River Wealth Management
Colorado
$214K +$214K +4,503 New
MIM
2554
Merrion Investment Management
New Jersey
$214K +$214K +4,500 New
BWM
2555
BlackDiamond Wealth Management
New York
$213K +$213K +4,419 New
FWM
2556
Forza Wealth Management
Florida
$213K +$213K +4,515 New
MHWM
2557
Montz Harcus Wealth Management
Louisiana
$213K +$213K +4,512 New
JEST
2558
JTC Employer Solutions Trustee
Jersey
$213K – – –
AWM
2559
Avaii Wealth Management
Wisconsin
$213K +$213K +4,503 New
S
2560
swisspartners
Liechtenstein
$213K +$213K +4,500 New
HCM
2561
Huber Capital Management
California
$213K -$7.8K -165 -4%
CM
2562
Caption Management
Oklahoma
$213K +$70.9K +1,500 +50%
HWM
2563
Hohimer Wealth Management
Washington
$213K +$213K +4,500 New
FMN
2564
Financial Management Network
California
$213K -$53.2K -1,110 -20%
LA
2565
Legacy Advisors
Pennsylvania
$213K +$213K +4,485 New
EGWAG
2566
Elwood & Goetz Wealth Advisory Group
Georgia
$212K +$212K +4,488 New
WMS
2567
Wealth Management Solutions
Pennsylvania
$212K +$212K +4,482 New
LFG
2568
Lockerman Financial Group
California
$212K +$212K +4,479 New
EC
2569
EdgeRock Capital
Colorado
$211K -$10.1K -213 -5%
TWM
2570
Thrive Wealth Management
Pennsylvania
$211K +$211K +4,461 New
CT
2571
Columbia Trust
Oregon
$211K +$211K +4,458 New
GA
2572
Greenspring Advisors
Maryland
$210K +$210K +4,443 New
RPSA
2573
Richard P. Slaughter Associates
Texas
$210K +$210K +4,443 New
GCA
2574
Greenwood Capital Associates
South Carolina
$210K +$210K +4,437 New
SFA
2575
Souders Financial Advisors
Ohio
$210K +$210K +4,434 New
101 102
103
104 105