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 %
PCFFS
2701
Pacific Center for Financial Services
California
$141K +$141K +2,865 New
GCM
2702
Goldstream Capital Management
Hong Kong
$137K +$137K +2,796 New
TIM
2703
Thompson Investment Management
Wisconsin
$136K +$136K +2,760 New
Commonwealth Equity Services
2704
Commonwealth Equity Services
Massachusetts
$135K +$2.68K +54,582 +2%
SC
2705
Schubert & Co
Texas
$135K -$1.62K -33 -1%
C
2706
Covestor
United Kingdom
$125K -$5.17K -105 -4%
JSAM
2707
J. Safra Asset Management
New York
$124K +$124K +2,517 New
BCM
2708
Bourgeon Capital Management
Connecticut
$124K – – –
AW
2709
Avion Wealth
Texas
$123K +$2.27K +48 +2%
AWM
2710
Accel Wealth Management
Iowa
$121K +$2.36K +48 +2%
RDIA
2711
RE Dickinson Investment Advisors
Iowa
$119K – – –
CWM
2712
Cranbrook Wealth Management
Michigan
$117K – – –
FCA
2713
Fortis Capital Advisors
Kansas
$116K -$1.92K -39 -2%
GC
2714
Garde Capital
Washington
$114K -$16.8K -342 -13%
PP
2715
PrairieView Partners
Minnesota
$114K – – –
AWM
2716
AllSquare Wealth Management
New York
$111K +$1.48K +30 +1%
BWP
2717
Baldwin Wealth Partners
Massachusetts
$110K – – –
RWM
2718
Ruedi Wealth Management
Illinois
$110K +$41.1K +837 +60%
HIM
2719
Hillsdale Investment Management
Ontario, Canada
$109K +$11.8K +240 +12%
ACM
2720
Antonetti Capital Management
Florida
$107K +$11.1K +225 +12%
FFA
2721
Fairfield Financial Advisors
Massachusetts
$106K – – –
CAL
2722
Capital Advisors Ltd
Ohio
$106K -$63K -1,287 -37%
WAM
2723
WFA Asset Management
Wisconsin
$103K +$442 +9 +0.4%
EARNEST Partners
2724
EARNEST Partners
Georgia
$101K – – –
CWA
2725
Carolina Wealth Advisors
South Carolina
$101K +$3.54K +72 +4%
107 108
109
110 111