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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 %
WWM
2626
Wagner Wealth Management
South Carolina
$215K -$19.8K -402 -8%
CPIA
2627
Cornell Pochily Investment Advisors
New York
$215K -$1.62K -33 -0.7%
WPWM
2628
Western Pacific Wealth Management
Illinois
$215K – – –
DWM
2629
Darwin Wealth Management
Florida
$214K +$149 +3 +0.1%
PTC
2630
Philadelphia Trust Company
Pennsylvania
$214K -$1.55M -31,575 -88%
BIC
2631
Beach Investment Counsel
Pennsylvania
$214K – – –
KIA
2632
KLR Investment Advisors
Rhode Island
$214K – – –
TCWM
2633
Total Clarity Wealth Management
Illinois
$213K -$412K -8,379 -66%
SW
2634
StrongBox Wealth
Missouri
$213K +$147 +3 +0.1%
TA
2635
TFB Advisors
Kansas
$213K +$213K +4,338 New
TIA
2636
Tandem Investment Advisors
South Carolina
$213K -$99.3K -2,025 -32%
MTC
2637
McDaniel Terry & Co
Texas
$213K +$213K +4,326 New
CM
2638
Capula Management
Cayman Islands
$212K -$34.4M -700,098 -99%
AAP
2639
Arax Advisory Partners
Colorado
$212K +$884 +18 +0.4%
MAWA
2640
Moss Adams Wealth Advisors
Washington
$212K +$212K +4,293 New
SHFA
2641
SS&H Financial Advisors
Michigan
$212K +$212K +4,308 New
TB
2642
Terril Brothers
Missouri
$211K +$211K +4,302 New
BWM
2643
Buckley Wealth Management
Nevada
$211K -$14.7K -300 -7%
RCA
2644
Resonant Capital Advisors
Wisconsin
$211K -$283K -5,745 -57%
CIS
2645
Connors Investor Services
Pennsylvania
$211K – – –
PAM
2646
Peak Asset Management
Colorado
$210K – – –
PCM
2647
Poehling Capital Management
Wisconsin
$210K – – –
WWC
2648
Waypoint Wealth Counsel
Georgia
$210K +$210K +4,278 New
ACM
2649
Ategra Capital Management
Virginia
$210K – – –
TAM
2650
Trillium Asset Management
Massachusetts
$210K +$210K +4,173 New
104 105
106
107 108