Walmart

WMT

Market cap $801B

1,411 hedge funds and large institutions have $76.5B invested in Walmart in 2013 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 485 increasing their positions, 572 reducing their positions, and 44 closing their positions.

New

Increased

Maintained

Reduced

Closed

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

1,411

Holders Change

+104

Holders Change %

+7.96%

% of All Funds

40.98%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+11.25%

% of All Funds

2.58%

New

164

Increased

485

Reduced

572

Closed

Calls

$820M

Puts

$1.05B

Net Calls

-$229M

Net Calls Change

-$165M

Top Buyers

1	Wellington Management Group Boston, Massachusetts	$1.5B
2	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$467M
3	Dodge & Cox San Francisco, California	$1.32B
4	Bank of America Charlotte, North Carolina	$1.26B
5	Victory Capital Management San Antonio, Texas	$124M

Top Sellers

1	Lazard Asset Management New York	$249M
2	Deutsche Bank Frankfurt Am Main Ge, Germany	$584M
3	D.E. Shaw & Co New York	$283M
4	BA BlackRock Advisors Wilmington, Delaware	$361M
5	Franklin Resources San Mateo, California	$456M

#	Name	Holding	Trade Value	Shares Change	Shares Change %
1051	FFSOTS 1051 Fiduciary Financial Services of The Southwest Dallas, Texas	$602K	–	–	–
1052	FWM 1052 Focused Wealth Management Newburgh, New York	$600K	-$7.88K	-300	-1%
1053	AWA 1053 AmeriServ Wealth Advisors Johnstown, Pennsylvania	$591K	+$15.7K	+600	+3%
1054	GI 1054 Glovista Investments Jersey City, New Jersey	$590K	–	–	–
1055	BB 1055 Bell Bank Fargo, North Dakota	$580K	-$673K	-25,680	-54%
1056	DAS 1056 Dynamic Advisor Solutions Phoenix, Arizona	$579K	+$579K	+22,056	New
1057	BCM 1057 Birmingham Capital Management Birmingham, Alabama	$573K	-$96.3K	-3,669	-14%
1058	TF 1058 Trutina Financial Bellevue, Washington	$572K	–	–	–
1059	MAA 1059 Mraz Amerine & Associates Modesto, California	$568K	-$3.94K	-150	-0.7%
1060	MA 1060 Marshwinds Advisory St Simons Island, Georgia	$567K	-$23.6K	-900	-4%
1061	PAG 1061 Pinnacle Advisory Group Columbia, Maryland	$567K	-$6.21K	-237	-1%
1062	EP 1062 Edgestream Partners Princeton, New Jersey	$566K	+$566K	+21,588	New
1063	WP 1063 WMS Partners Towson, Maryland	$565K	+$565K	+21,543	New
1064	MM 1064 Midas Management New York	$559K	–	–	–
1065	NAM 1065 Nichols Asset Management Sudbury, Massachusetts	$559K	–	–	–
1066	CC 1066 Capital Counsel New York	$553K	+$7.87K	+300	+1%
1067	EFSCE 1067 Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$551K	-$62.2K	-2,376	-10%
1068	FMLI 1068 Fukoku Mutual Life Insurance Tokyo, Japan	$548K	-$94.5K	-3,600	-15%
1069	T 1069 Thomaspartners Boston, Massachusetts	$545K	-$14.5K	-555	-3%
1070	HCMNY 1070 Howard Capital Management (New York) New York	$545K	+$225K	+8,568	+70%
1071	TAM 1071 Taurus Asset Management New York	$542K	-$47.1K	-1,797	-8%
1072	HWA 1072 Heritage Wealth Advisors Richmond, Virginia	$540K	+$540K	+20,580	New
1073	OA 1073 Oxbow Advisors Austin, Texas	$536K	–	–	–
1074	AT 1074 Acadia Trust Portland, Maine	$536K	+$10.6K	+405	+2%
1075	OWD 1075 Osborn Williams & Donohoe Cincinnati, Ohio	$535K	–	–	–

Walmart WMT Market cap $801B

Top Buyers

Top Sellers

Walmart

WMT

Market cap $801B