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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
Financial Engines Advisors
2726
Financial Engines Advisors
California
$211K +$211K +3,960 New
CT
2727
Clearstead Trust
Maine
$211K +$319 +6 +0.2%
TCM
2728
Towercrest Capital Management
Pennsylvania
$211K +$319 +6 +0.2%
BAM
2729
Bosun Asset Management
Illinois
$211K -$22.2K -417 -10%
BAM
2730
Blueshift Asset Management
New Jersey
$210K +$210K +3,945 New
TFF
2731
The Family Firm
Maryland
$210K +$319 +6 +0.2%
SIA
2732
Soltis Investment Advisors
Utah
$209K +$209K +3,924 New
TA
2733
Trellis Advisors
Washington
$209K – – –
VSQM
2734
V-Square Quantitative Management
Illinois
$209K +$209K +3,921 New
CBFP
2735
Cedar Brook Financial Partners
Ohio
$209K +$208K +3,915 New
MIP
2736
Marietta Investment Partners
Wisconsin
$209K – – –
SWM
2737
Sendero Wealth Management
Texas
$208K +$319 +6 +0.2%
FSC
2738
Full Sail Capital
Oklahoma
$208K -$124K -2,328 -37%
APW
2739
Acima Private Wealth
Virginia
$208K – – –
CMS
2740
Capital Market Strategies
Florida
$208K +$958 +18 +0.5%
BCMO
2741
Buckingham Capital Management (Ohio)
Ohio
$208K +$639 +12 +0.3%
TCMP
2742
Thrive Capital Management (Pennsylvania)
Pennsylvania
$207K +$207K +3,885 New
CWA
2743
Capital Wealth Alliance
Arizona
$207K -$13.3K -249 -6%
AWA
2744
Acorn Wealth Advisors
Michigan
$205K -$1.92K -36 -0.9%
VAF
2745
Values Added Financial
District of Columbia
$204K +$204K +3,834 New
NEPPG
2746
New England Professional Planning Group
Rhode Island
$204K -$27.8K -522 -12%
SFS
2747
Searcy Financial Services
Kansas
$204K – – –
AW
2748
Alaethes Wealth
Nevada
$204K +$319 +6 +0.2%
PW
2749
Peninsula Wealth
California
$202K +$200K +3,756 New
CPA
2750
Capital Performance Advisors
California
$201K +$201K +3,774 New
108 109
110
111 112

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.