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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 %
HPM
2576
Hoxton Planning & Management
West Virginia
$234K +$6.19K +126 +3%
DTC
2577
Davidson Trust Company
Washington
$234K +$234K +4,752 New
GA
2578
Gateway Advisory
New Jersey
$233K – – –
FP
2579
Financial Perspectives
Minnesota
$233K – – –
CYG
2580
Clean Yield Group
Vermont
$232K -$25.8K -525 -10%
NA
2581
Navellier & Associates
Nevada
$232K -$14.7K -300 -6%
AP
2582
Adero Partners
California
$231K -$57.2K -1,164 -20%
SPWM
2583
Schrum Private Wealth Management
Florida
$231K -$14.4K -294 -6%
AW
2584
Atlas Wealth
Ohio
$230K – – –
FCM
2585
Firestone Capital Management
Florida
$230K – – –
DWMS
2586
Dominguez Wealth Management Solutions
Virginia
$230K -$9.88K -201 -4%
SCM
2587
Seascape Capital Management
New Hampshire
$229K +$2.36K +48 +1%
RRA
2588
Round Rock Advisors
Connecticut
$229K – – –
MA
2589
Modus Advisors
Minnesota
$229K +$1.33K +27 +0.6%
CWM
2590
Collaborative Wealth Management
Florida
$229K +$885 +18 +0.4%
BCB
2591
Brian C. Broderick
$229K – – –
TMWM
2592
Taylor & Morgan Wealth Management
Michigan
$227K -$32.2K -654 -12%
WAS
2593
Wealth Advisory Solutions
Indiana
$227K – – –
LWM
2594
Lyell Wealth Management
California
$226K +$737 +15 +0.3%
PWA
2595
PCG Wealth Advisors
Kansas
$226K – – –
SFC
2596
SYM Financial Corp
Indiana
$226K -$1.92K -39 -0.8%
FNBSF
2597
First National Bank Sioux Falls
South Dakota
$222K +$222K +4,518 New
MHWM
2598
Montz Harcus Wealth Management
Louisiana
$222K +$295 +6 +0.1%
FWM
2599
Forza Wealth Management
Florida
$222K – – –
RPSA
2600
Richard P. Slaughter Associates
Texas
$222K +$3.54K +72 +2%
102 103
104
105 106