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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 %
RWB
2551
RMR Wealth Builders
New Jersey
$242K +$242K +4,932 New
BFA
2552
Beacon Financial Advisory
Ohio
$242K +$295 +6 +0.1%
AC
2553
Avenir Corporation
Virginia
$241K – – –
PCM
2554
Prelude Capital Management
New York
$241K +$241K +4,908 New
LAM
2555
Lifestyle Asset Management
Texas
$240K +$24.8K +504 +12%
PHIC
2556
Pine Haven Investment Counsel
Massachusetts
$240K – – –
BA
2557
Bridge Advisory
California
$239K -$13.1K -267 -5%
IFS
2558
Intelligent Financial Strategies
Minnesota
$239K – – –
BBPWM
2559
Blue Bell Private Wealth Management
Pennsylvania
$239K – – –
PCWA
2560
Pacific Capital Wealth Advisors
California
$238K – – –
CA
2561
Corrado Advisors
New Jersey
$237K – – –
W
2562
WPWealth
Texas
$237K +$5.75K +117 +2%
FA
2563
Financial Advisors
Massachusetts
$237K – – –
BIA
2564
Barry Investment Advisors
Massachusetts
$237K +$4.28K +87 +2%
FWP
2565
Falcon Wealth Planning
California
$237K +$237K +4,821 New
WWG
2566
West Wealth Group
California
$237K -$9.44K -192 -4%
BCP
2567
Berkeley Capital Partners
Georgia
$236K +$4.13K +84 +2%
IAM
2568
Innovis Asset Management
Illinois
$236K – – –
ECU
2569
Eisler Capital (US)
New York
$236K +$236K +4,800 New
TFA
2570
Triad Financial Advisors
North Carolina
$236K -$6.64K -135 -3%
FNC
2571
First National Corp
Massachusetts
$236K – – –
SHWM
2572
Silicon Hills Wealth Management
Texas
$235K -$737 -15 -0.3%
AWP
2573
Abacus Wealth Partners
California
$234K -$4.1K -81 -2%
MWA
2574
Motive Wealth Advisors
Michigan
$234K -$24.8K -504 -10%
OAM
2575
Oberweis Asset Management
Illinois
$234K +$295 +6 +0.1%
101 102
103
104 105