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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
HWA
2701
Heartwood Wealth Advisors
Virginia
$219K – – –
SIC
2702
Sigma Investment Counselors
Michigan
$219K +$218K +4,104 New
WIC
2703
Wilkins Investment Counsel
Massachusetts
$218K +$217K +4,086 New
VW
2704
Vance Wealth
California
$218K – – –
CSIA
2705
Charles Schwab Investment Advisory
California
$217K +$5.91K +111 +3%
WIA
2706
Westbourne Investment Advisors
Maryland
$217K – – –
CJFS
2707
Coulter & Justus Financial Services
Tennessee
$216K +$216K +4,053 New
OAM
2708
Oberweis Asset Management
Illinois
$216K -$38.3K -720 -15%
CPRC
2709
Consolidated Portfolio Review Corp
New York
$216K +$215K +4,044 New
FAFN
2710
First Affirmative Financial Network
Colorado
$216K -$23.5K -441 -10%
SFG
2711
SNS Financial Group
Minnesota
$215K -$22K -414 -9%
PAM
2712
Private Asset Management
California
$215K – – –
NCM
2713
Noesis Capital Mangement
Florida
$215K – – –
RCM
2714
RNC Capital Management
California
$214K +$214K +4,020 New
SIC
2715
Shoker Investment Counsel
Ohio
$214K – – –
CPA
2716
Court Place Advisors
Maryland
$214K – – –
GSIAS
2717
Garden State Investment Advisory Services
New Jersey
$214K +$160 +3 +0.1%
KIA
2718
KLR Investment Advisors
Rhode Island
$214K – – –
TLP
2719
Trinity Legacy Partners
Texas
$214K +$7.98K +150 +4%
RCA
2720
Ranch Capital Advisors
Florida
$213K +$2.23K +42 +1%
RIM
2721
Reliant Investment Management
Tennessee
$213K -$144K -2,700 -40%
SDWIA
2722
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$212K +$479 +9 +0.2%
CTWM
2723
Cherry Tree Wealth Management
Minnesota
$212K – – –
WFA
2724
Wellspring Financial Advisors
Ohio
$212K +$211K +3,972 New
ARC
2725
Advisor Resource Council
Texas
$212K +$7.34K +138 +4%
107 108
109
110 111

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.