We are live on ! Find out more
WMT icon

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
DA
2951
Duality Advisers
Florida
– -$2.47M -47,112 Closed
VIA
2952
Vident Investment Advisory
Georgia
– -$2.44M -46,545 Closed
MFS
2953
Mirabella Financial Services
United Kingdom
– -$1.85M -35,307 Closed
MCA
2954
Magnolia Capital Advisors
Mississippi
– -$1.81M -34,596 Closed
MC
2955
Machina Capital
France
– -$1.63M -31,029 Closed
PA
2956
Prossimo Advisors
California
– -$1.6M -30,561 Closed
GGI
2957
Godsey & Gibb Inc
Virginia
– -$1.57M -29,979 Closed
CAM
2958
CenterStar Asset Management
Illinois
– -$1.52M -28,590 Closed
3IP
2959
3Chopt Investment Partners
Virginia
– -$1.47M -28,005 Closed
GA
2960
GraniteShares Advisors
New York
– -$1.21M -23,058 Closed
IFU
2961
iSAM Funds (UK)
United Kingdom
– -$1.19M -22,686 Closed
ZCM
2962
Zenyatta Capital Management
Delaware
– -$1.18M -22,500 Closed
SPA
2963
Sherbrooke Park Advisers
New York
– -$1.17M -22,293 Closed
MAWAG
2964
Mid-American Wealth Advisory Group
Missouri
– -$1.07M -20,613 Closed
HVM
2965
Harvest Volatility Management
Connecticut
– -$926K -17,676 Closed
TA
2966
TFB Advisors
Kansas
– -$902K -17,208 Closed
SLWA
2967
San Luis Wealth Advisors
California
– -$805K -15,369 Closed
MM
2968
MQS Management
New York
– -$712K -13,581 Closed
BCP
2969
Blackhawk Capital Partners
Wisconsin
– -$653K -12,468 Closed
MHS
2970
M Holdings Securities
Oregon
– -$617K -11,769 Closed
RC
2971
Resonate Capital
California
– -$611K -11,667 Closed
RHP
2972
Royal Harbor Partners
Texas
– -$585K -11,169 Closed
LOAMU
2973
Lombard Odier Asset Management (USA)
New York
– -$440K -8,397 Closed
BBA
2974
Braun-Bostich & Associates
Pennsylvania
– -$380K -7,254 Closed
IAIM
2975
Industrial Alliance Investment Management
Quebec, Canada
– -$377K -7,200 Closed
117 118
119
120 121

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.