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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
MPW
2751
MGO Private Wealth
California
$201K +$201K +3,771 New
JWS
2752
Juncture Wealth Strategies
Arizona
$201K +$201K +3,771 New
TIA
2753
Trust Investment Advisors
Indiana
$201K +$201K +3,771 New
CTA
2754
Chesley Taft & Associates
Illinois
$201K +$201K +3,768 New
GWM
2755
Gitterman Wealth Management
New Jersey
$201K +$200K +3,765 New
GFG
2756
Goldstone Financial Group
Illinois
$201K +$200K +3,762 New
PCM
2757
Pointe Capital Management
Michigan
$201K +$200K +3,762 New
MAWA
2758
Moss Adams Wealth Advisors
Washington
$200K -$7.82K -147 -4%
RA
2759
Rockingstone Advisors
Massachusetts
$200K +$200K +3,756 New
AIP
2760
Almanack Investment Partners
Pennsylvania
$200K +$200K +3,753 New
CCA
2761
Column Capital Advisors
Indiana
$198K – – –
RCG
2762
Rock Creek Group
District of Columbia
$197K -$70.6K -1,326 -26%
NSG
2763
Nalls Sherbakoff Group
Tennessee
$194K – – –
CAL
2764
Capital Advisors Ltd
Ohio
$189K – – –
TLCM
2765
Twin Lakes Capital Management
California
$186K – – –
EA
2766
Evolution Advisers
Virginia
$184K – – –
TSWM
2767
Tyler-Stone Wealth Management
Ohio
$184K – – –
VWM
2768
Valley Wealth Managers
New Jersey
$173K – – –
CWAF
2769
Core Wealth Advisors (Florida)
Florida
$173K – – –
CWM
2770
CarsonAllaria Wealth Management
Illinois
$172K – – –
PCM
2771
Perritt Capital Management
Illinois
$160K – – –
AFG
2772
Albion Financial Group
Utah
$156K +$71.5K +1,344 +85%
PCFFS
2773
Pacific Center for Financial Services
California
$154K +$958 +18 +0.6%
BCM
2774
Blume Capital Management
California
$153K – – –
FCMT
2775
Founders Capital Management (Texas)
Texas
$153K -$1.71M -32,088 -92%
109 110
111
112 113

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.