We are live on ! Find out more
WMT icon

Walmart Inc
WMT

2,921 hedge funds and large institutions have $147B invested in Walmart Inc in 2023 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 1,315 increasing their positions, 1,044 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 96

26% more repeat investments, than reductions

Existing positions increased: 1,315 | Existing positions reduced: 1,044

21% more call options, than puts

Call options by funds: $3.47B | Put options by funds: $2.87B

15% more funds holding in top 10

Funds holding in top 10: 115 → 132 (+17)

2% more funds holding

Funds holding: 2,876 → 2,921 (+45)

3% more capital invested

Capital invested by funds: $143B → $147B (+$4.25B)

0.32% more ownership

Funds ownership: 102.25% → 102.57% (+0.32%)

Holders
2,921
Holders Change
+45
Holders Change %
+1.56%
% of All Funds
46.36%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
2.09%
New
173
Increased
1,315
Reduced
1,044
Closed
96
Calls
$3.47B
Puts
$2.87B
Net Calls
+$608M
Net Calls Change
-$59.4M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$665M
2
JP Morgan Chase
JP Morgan Chase
New York
+$358M
3
Marshall Wace
Marshall Wace
United Kingdom
+$326M
4
UBS AM
UBS AM
Illinois
+$277M
5
Barclays
Barclays
United Kingdom
+$226M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$877M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$584M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$239M
4
Two Sigma Investments
Two Sigma Investments
New York
-$236M
5
KWA
Kingswood Wealth Advisors
California
-$220M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2601
Financial Advisors
Massachusetts
$258K +$639 +12 +0.2%
W
2602
WPWealth
Texas
$257K -$17.9K -336 -7%
MCA
2603
Maryland Capital Advisors
Maryland
$257K – – –
CWM
2604
Centric Wealth Management
Illinois
$256K – – –
IAM
2605
Innovis Asset Management
Illinois
$256K – – –
WI
2606
WJ Interests
Texas
$256K – – –
CWM
2607
Collaborative Wealth Management
Florida
$256K – – –
KFI
2608
Key Financial Inc
Pennsylvania
$254K +$2.55K +48 +1%
ES
2609
Eagle Strategies
New York
$254K +$479 +9 +0.2%
DTC
2610
Davidson Trust Company
Washington
$254K +$319 +6 +0.1%
DWMS
2611
Dominguez Wealth Management Solutions
Virginia
$253K +$2.87K +54 +1%
BIA
2612
Barry Investment Advisors
Massachusetts
$252K +$479 +9 +0.2%
FP
2613
Financial Perspectives
Minnesota
$252K – – –
PCMC
2614
Private Capital Management (Colorado)
Colorado
$252K +$9.42K +177 +4%
FZCM
2615
Flynn Zito Capital Management
New York
$252K +$4.95K +93 +2%
SPWM
2616
Schrum Private Wealth Management
Florida
$251K +$319 +6 +0.1%
HAS
2617
HBW Advisory Services
California
$251K -$68.5K -1,287 -21%
SCM
2618
Seascape Capital Management
New Hampshire
$250K +$2.4K +45 +1%
AW
2619
Atlas Wealth
Ohio
$250K – – –
FCM
2620
Firestone Capital Management
Florida
$250K +$160 +3 +0.1%
CYG
2621
Clean Yield Group
Vermont
$249K -$6.54K -123 -3%
RRA
2622
Round Rock Advisors
Connecticut
$248K – – –
ME
2623
McIlrath & Eck
Washington
$248K +$2.08K +39 +0.8%
BCB
2624
Brian C. Broderick
$248K – – –
WKSWA
2625
White Knight Strategic Wealth Advisors
New Jersey
$247K -$34.3K -645 -12%
103 104
105
106 107

WMT Hedge Fund Activity: Q3 2023 in Review

2,921 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2023, worth a combined $147B — up 3% from $143B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new WMT positions and 96 closed out — a net gain of 77 holders — while 1,315 added to existing stakes and 1,044 trimmed.

The largest buyer was State Street, adding an estimated $665M. The largest seller was EP Wealth Advisors, cutting an estimated $877M.

  • 2,921 institutional investors held Walmart Inc (WMT) as of Q3 2023, up from 2,876 in Q2 2023.
  • Funds reported $147B of Walmart Inc stock for Q3 2023, up 3% quarter-over-quarter.
  • 173 funds opened new Walmart Inc positions in Q3 2023 and 96 closed out, a net change of +77 holders.
  • The largest Walmart Inc buyer in Q3 2023 was State Street, an estimated $665M added.
  • The largest Walmart Inc seller in Q3 2023 was EP Wealth Advisors, an estimated $877M sold.

Based on aggregated 13F filings for Q3 2023.