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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
FCM
2601
Firestone Capital Management
Florida
$242K – – –
EGWAG
2602
Elwood & Goetz Wealth Advisory Group
Georgia
$242K +$6.21K +123 +3%
AW
2603
Atlas Wealth
Ohio
$242K – – –
ME
2604
McIlrath & Eck
Washington
$242K -$56K -1,110 -19%
PFG
2605
Prosperity Financial Group
California
$241K +$232K +4,608 New
CC
2606
Cipher Capital
New York
$241K -$6.47M -128,166 -97%
LWM
2607
Lyell Wealth Management
California
$240K -$757 -15 -0.3%
DAM
2608
Deltec Asset Management
New York
$239K +$230K +4,566 New
PCMC
2609
Private Capital Management (Colorado)
Colorado
$238K +$230K +4,551 New
MHWM
2610
Montz Harcus Wealth Management
Louisiana
$238K +$1.51K +30 +0.7%
DWM
2611
Dechtman Wealth Management
Colorado
$237K +$228K +4,527 New
FNBSF
2612
First National Bank Sioux Falls
South Dakota
$237K – – –
MCAI
2613
Members Capital Advisors Inc
Wisconsin
$237K -$2.03M -40,200 -90%
JEST
2614
JTC Employer Solutions Trustee
Jersey
$236K – – –
WWC
2615
Waypoint Wealth Counsel
Georgia
$236K +$11.4K +225 +5%
HWM
2616
Hohimer Wealth Management
Washington
$236K – – –
HCM
2617
Huber Capital Management
California
$236K – – –
MIM
2618
Merrion Investment Management
New Jersey
$236K – – –
RCA
2619
Resonant Capital Advisors
Wisconsin
$235K +$10.4K +207 +5%
FAFN
2620
First Affirmative Financial Network
Colorado
$235K +$15K +297 +7%
WMS
2621
Wealth Management Solutions
Pennsylvania
$235K – – –
KBFS
2622
Kohmann Bosshard Financial Services
Ohio
$233K +$225K +4,455 New
SIM
2623
SSI Investment Management
California
$233K -$51.2K -1,014 -19%
FAM
2624
Flaharty Asset Management
Florida
$233K -$50.9K -1,008 -18%
SFG
2625
SNS Financial Group
Minnesota
$233K +$2.42K +48 +1%
103 104
105
106 107

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.