WMT icon

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 %
MIM
2601
Merrion Investment Management
New Jersey
$221K – – –
HCM
2602
Huber Capital Management
California
$221K – – –
HWM
2603
Hohimer Wealth Management
Washington
$221K – – –
WIA
2604
Westbourne Investment Advisors
Maryland
$221K -$7.38K -150 -3%
JEST
2605
JTC Employer Solutions Trustee
Jersey
$221K – – –
RWM
2606
RKL Wealth Management
Pennsylvania
$221K +$221K +4,494 New
EGWAG
2607
Elwood & Goetz Wealth Advisory Group
Georgia
$221K – – –
WMS
2608
Wealth Management Solutions
Pennsylvania
$220K – – –
SCA
2609
SMH Capital Advisors
Texas
$220K -$46.1K -915 -17%
RTC
2610
Riverview Trust Company
Washington
$220K -$137K -2,790 -38%
SFA
2611
Souders Financial Advisors
Ohio
$219K +$1.03K +21 +0.5%
KAM
2612
Knightsbridge Asset Management
California
$219K +$739 +15 +0.3%
CT
2613
Columbia Trust
Oregon
$219K -$442 -9 -0.2%
AW
2614
Alaethes Wealth
Nevada
$218K +$218K +4,440 New
WGAM
2615
Wilkinson Global Asset Management
New York
$218K – – –
PSC
2616
Portman Square Capital
United Kingdom
$217K +$217K +4,419 New
SFG
2617
SNS Financial Group
Minnesota
$217K -$11.8K -240 -5%
NEPPG
2618
New England Professional Planning Group
Rhode Island
$217K – – –
BIAS
2619
Beacon Investment Advisory Services
New Jersey
$216K -$14.7K -300 -6%
PGWM
2620
Pitti Group Wealth Management
New York
$216K +$1.48K +30 +0.7%
D
2621
Dentgroup
Louisiana
$216K – – –
EL
2622
EMFO LLC
Florida
$216K – – –
MGWM
2623
Marks Group Wealth Management
Minnesota
$216K +$216K +4,389 New
MAG
2624
Mokosak Advisory Group
Iowa
$215K +$1.47K +30 +0.7%
LA
2625
Latitude Advisors
Florida
$215K -$25.2K -513 -10%
103 104
105
106 107