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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 %
TWM
2651
TriaGen Wealth Management
California
$210K +$210K +4,269 New
FFL
2652
Financial Freedom LLC
Ohio
$209K +$442 +9 +0.2%
FZCM
2653
Flynn Zito Capital Management
New York
$208K -$47.5K -966 -19%
CWA
2654
Capital Wealth Alliance
Arizona
$208K -$7.52K -153 -3%
EL
2655
EWA LLC
Pennsylvania
$208K +$208K +4,074 New
DFCM
2656
Dark Forest Capital Management
Puerto Rico
$208K +$180K +3,660 +646%
TLP
2657
Trinity Legacy Partners
Texas
$207K -$2.95K -60 -1%
Cohen & Steers
2658
Cohen & Steers
New York
$207K – – –
KFI
2659
Key Financial Inc
Pennsylvania
$207K – – –
W
2660
WorthPointe
California
$207K +$207K +4,206 New
ACM
2661
Armbruster Capital Management
New York
$206K -$25.8K -525 -11%
PFC
2662
Phocas Financial Corp
California
$206K +$51.6K +1,050 +33%
FMI
2663
F/M Investments
District of Columbia
$206K +$206K +4,197 New
WCF
2664
West Coast Financial
California
$206K +$206K +4,194 New
CCP
2665
Clarkston Capital Partners
Michigan
$206K -$200K -4,068 -49%
FAFN
2666
First Affirmative Financial Network
Colorado
$206K -$59K -1,200 -22%
ECAM
2667
East Coast Asset Management
Massachusetts
$205K +$205K +4,176 New
GBA
2668
Garrison Bradford & Associates
New York
$205K +$205K +4,164 New
AIIMS
2669
Analyst IMS Investment Management Services
Israel
$204K +$204K +4,200 New
TA
2670
Trellis Advisors
Washington
$203K +$203K +4,137 New
FL
2671
Fort LP
Maryland
$203K +$203K +4,128 New
APW
2672
Acima Private Wealth
Virginia
$202K – – –
HWA
2673
Heartwood Wealth Advisors
Virginia
$202K +$202K +4,104 New
VW
2674
Vance Wealth
California
$201K +$201K +4,080 New
MIS
2675
Morningstar Investment Services
Illinois
$201K +$201K +4,137 New
105 106
107
108 109