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Walmart Inc
WMT

2,877 hedge funds and large institutions have $143B invested in Walmart Inc in 2023 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 1,212 increasing their positions, 1,128 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 123

25% more call options, than puts

Call options by funds: $3.35B | Put options by funds: $2.68B

9% more capital invested

Capital invested by funds: $131B → $143B (+$11.6B)

3.04% more ownership

Funds ownership: 99.21% → 102.25% (+3%)

7% more repeat investments, than reductions

Existing positions increased: 1,212 | Existing positions reduced: 1,128

1% more funds holding

Funds holding: 2,851 → 2,877 (+26)

7% less funds holding in top 10

Funds holding in top 10: 123 → 115 (-8)

Holders
2,877
Holders Change
+26
Holders Change %
+0.91%
% of All Funds
45.16%
Holding in Top 10
115
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.5%
% of All Funds
1.81%
New
175
Increased
1,212
Reduced
1,128
Closed
123
Calls
$3.35B
Puts
$2.68B
Net Calls
+$668M
Net Calls Change
+$79.3M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$924M
2
EWA
EP Wealth Advisors
California
+$837M
3
Ameriprise
Ameriprise
Minnesota
+$403M
4
JP Morgan Chase
JP Morgan Chase
New York
+$387M
5
Invesco
Invesco
Georgia
+$256M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$419M
2
Citadel Advisors
Citadel Advisors
Florida
-$318M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$253M
4
Wells Fargo
Wells Fargo
California
-$228M
5
Jane Street
Jane Street
New York
-$214M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1101
Advocate Group
Minnesota
$2.73M -$257K -5,103 -9%
CI
1102
Cigna Investments
Connecticut
$2.73M -$7.42K -147 -0.3%
EHWM
1103
Eads & Heald Wealth Management
Georgia
$2.73M -$131K -2,601 -5%
CW
1104
Connectus Wealth
Ohio
$2.72M +$1.65M +32,625 +170%
DI
1105
Diligent Investors
California
$2.72M -$60.2K -1,194 -2%
HVIA
1106
Hudson Valley Investment Advisors
New York
$2.72M -$3.25M -64,518 -55%
NSIM
1107
North Star Investment Management
Illinois
$2.71M +$4.39K +87 +0.2%
CCG
1108
Ceeto Capital Group
Florida
$2.7M – – –
SA
1109
SRH Advisors
Kansas
$2.7M – – –
WSFS
1110
Wilmington Savings Fund Society
Delaware
$2.7M +$201K +3,981 +8%
DWT
1111
Dorsey & Whitney Trust
South Dakota
$2.7M +$25.3K +501 +1%
PCA
1112
Peddock Capital Advisors
Massachusetts
$2.68M +$18.8K +372 +0.7%
MJB
1113
Mark J. Bradley
$2.68M -$1.33M -26,400 -34%
CIAS
1114
CFS Investment Advisory Services
New Jersey
$2.67M +$2.57M +50,985 New
MCA
1115
MSH Capital Advisors
Arizona
$2.67M +$492K +9,759 +24%
HBWM
1116
Hollow Brook Wealth Management
New York
$2.67M -$52.1K -1,032 -2%
OSNBOA
1117
Old Second National Bank of Aurora
Illinois
$2.67M -$129K -2,562 -5%
CL
1118
Choreo LLC
Illinois
$2.66M -$177K -3,510 -6%
CAM
1119
Centre Asset Management
New York
$2.66M +$2.57M +50,844 New
OWA
1120
Octavia Wealth Advisors
Ohio
$2.66M +$71.6K +1,419 +3%
MIM
1121
Miller Investment Management
Pennsylvania
$2.66M – – –
RF
1122
Robbins Farley
New Hampshire
$2.65M -$97.8K -1,938 -4%
DGAM
1123
Desjardins Global Asset Management
Quebec, Canada
$2.65M +$260K +5,148 +11%
PA
1124
Profund Advisors
Maryland
$2.64M -$12.7K -252 -0.5%
MMHP
1125
Murphy Middleton Hinkle & Parker
Georgia
$2.64M -$18K -357 -0.7%
43 44
45
46 47

WMT Hedge Fund Activity: Q2 2023 in Review

2,877 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2023, worth a combined $143B — up 8.8% from $131B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new WMT positions and 123 closed out — a net gain of 52 holders — while 1,212 added to existing stakes and 1,128 trimmed.

The largest buyer was Vanguard Group, adding an estimated $924M. The largest seller was Envestnet Asset Management, cutting an estimated $419M.

  • 2,877 institutional investors held Walmart Inc (WMT) as of Q2 2023, up from 2,851 in Q1 2023.
  • Funds reported $143B of Walmart Inc stock for Q2 2023, up 8.8% quarter-over-quarter.
  • 175 funds opened new Walmart Inc positions in Q2 2023 and 123 closed out, a net change of +52 holders.
  • The largest Walmart Inc buyer in Q2 2023 was Vanguard Group, an estimated $924M added.
  • The largest Walmart Inc seller in Q2 2023 was Envestnet Asset Management, an estimated $419M sold.

Based on aggregated 13F filings for Q2 2023.