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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
CSWM
2851
Cassady Schiller Wealth Management
Ohio
$53.1K – – –
LFA
2852
LGT Financial Advisors
Texas
$50.7K -$914K -17,184 -95%
OCM
2853
Orion Capital Management
California
$50.1K +$50K +939 New
CIA
2854
Cape Investment Advisory
Georgia
$49.5K +$160 +3 +0.3%
TCCM
2855
Timber Creek Capital Management
Massachusetts
$48K – – –
GIS
2856
Grayhawk Investment Strategies
Alberta, Canada
$47.7K – – –
RA
2857
Rise Advisors
New York
$45.3K -$316K -5,943 -88%
SFA
2858
Semmax Financial Advisors
North Carolina
$42.4K +$40.4K +759 New
PSB
2859
Piscataqua Savings Bank
New Hampshire
$42.4K – – –
MIA
2860
Milestone Investment Advisors
Wisconsin
$41.3K +$41.2K +774 New
KC
2861
Kepos Capital
New York
$40K +$39.9K +750 New
PGAM
2862
Princeton Global Asset Management
New Jersey
$39.5K – – –
LWA
2863
Lowe Wealth Advisors
Maryland
$39K -$6.39K -120 -14%
USB
2864
Union Savings Bank
Connecticut
$36.9K – – –
CWM
2865
Cedar Wealth Management
California
$36.1K – – –
MBFW
2866
Morton Brown Family Wealth
Pennsylvania
$36.1K – – –
DMKJ
2867
David M. Knott Jr
$36K – – –
OAJ
2868
Ogorek Anthony Joseph
New York
$36K – – –
TLA
2869
Tanglewood Legacy Advisors
Texas
$35.7K – – –
MAM
2870
Marquette Asset Management
Minnesota
$34.5K – – –
SHIM
2871
Stone House Investment Management
Pennsylvania
$33.2K – – –
NCM
2872
Northwest Capital Management
Oregon
$32.4K +$9.1K +171 +39%
FWA
2873
FSC Wealth Advisors
New York
$32K – – –
HF
2874
Halpern Financial
Virginia
$32K – – –
TC
2875
Tacita Capital
Ontario, Canada
$32K – – –
113 114
115
116 117

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.