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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 %
AWA
2876
Aletheian Wealth Advisors
Washington
– -$344K -7,272 Closed
SPA
2877
Sherbrooke Park Advisers
New York
– -$340K -7,200 Closed
BWM
2878
Bulltick Wealth Management
Florida
– -$337K -7,104 Closed
DWA
2879
Delap Wealth Advisory
Oregon
– -$332K -7,023 Closed
LAM
2880
Lakewood Asset Management
Illinois
– -$330K -6,975 Closed
SC
2881
Sierra Capital
Florida
– -$320K -6,774 Closed
OTL
2882
Oak Thistle LLC
New York
– -$316K -6,678 Closed
BAM
2883
Bosun Asset Management
Illinois
– -$298K -6,300 Closed
BWM
2884
BCS Wealth Management
Tennessee
– -$295K -6,246 Closed
MAM
2885
MMA Asset Management
Pennsylvania
– -$294K -6,222 Closed
CBOR
2886
Community Bank of Raymore
Missouri
– -$291K -6,150 Closed
CWA
2887
Clarus Wealth Advisors
Arizona
– -$275K -5,703 Closed
CCM
2888
Crabel Capital Management
California
– -$267K -5,652 Closed
SWA
2889
Strata Wealth Advisors
Texas
– -$264K -5,592 Closed
AWM
2890
Aprio Wealth Management
Georgia
– -$261K -5,526 Closed
MPW
2891
MGO Private Wealth
California
– -$260K -5,496 Closed
FNWM
2892
Financial Network Wealth Management
Utah
– -$259K -5,490 Closed
KCMH
2893
Keywise Capital Management (HK)
Hong Kong
– -$255K -5,400 Closed
BWFA
2894
Baltimore-Washington Financial Advisors
Maryland
– -$251K -5,301 Closed
CF
2895
Corrigan Financial
Rhode Island
– -$248K -5,238 Closed
JSC
2896
Jackson Square Capital
California
– -$247K -5,229 Closed
EM
2897
ELCO Management
New York
– -$240K -5,070 Closed
LCM
2898
Leisure Capital Management
California
– -$239K -5,061 Closed
THWM
2899
Taylor Hoffman Wealth Management
Virginia
– -$237K -5,013 Closed
TC
2900
TAP Consulting
Missouri
– -$235K -4,968 Closed
114 115
116
117 118