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Walmart Inc
WMT

2,922 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, 1,316 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: 1,316 | 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: 2,877 → 2,922 (+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
2,922
Holders Change
+45
Holders Change %
+1.56%
% of All Funds
46.37%
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
1,316
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
BP
1226
BBR Partners
New York
$2.3M +$2.3M +43,203 New
CNBT
1227
Canandaigua National Bank & Trust
New York
$2.3M -$34K -639 -1%
LS
1228
Livforsakringsbolaget Skandia
Sweden
$2.29M -$95.8K -1,800 -4%
FDS
1229
Freedom Day Solutions
Texas
$2.28M -$44.2K -831 -2%
FFA
1230
First Foundation Advisors
California
$2.28M +$13.7K +258 +0.6%
AMBIA
1231
Allen Mooney & Barnes Investment Advisors
Georgia
$2.28M +$4.79K +90 +0.2%
BC
1232
Belmont Capital
California
$2.28M +$2.28M +42,765 New
WI
1233
Wintrust Investments
Illinois
$2.28M +$62.1K +1,167 +3%
IWA
1234
IBEX Wealth Advisors
New Jersey
$2.28M +$2.27M +42,738 New
SIG
1235
Sargent Investment Group
Maryland
$2.28M -$479 -9 -0%
SC
1236
Syon Capital
California
$2.27M +$2.26M +42,504 New
KHLMTHM
1237
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.26M – – –
NAS
1238
Nicolet Advisory Services
Wisconsin
$2.25M +$40.4K +759 +2%
PWA
1239
Providence Wealth Advisors
Illinois
$2.25M +$13.6K +255 +0.6%
WG
1240
Welch Group
Alabama
$2.25M -$18.2K -342 -0.8%
CWP
1241
CFM Wealth Partners
Texas
$2.24M – – –
TCA
1242
Trifecta Capital Advisors
Illinois
$2.23M +$27.3K +513 +1%
GCM
1243
Geneva Capital Management
Wisconsin
$2.23M -$62.4K -1,173 -3%
CCG
1244
Chatham Capital Group
Georgia
$2.21M +$183K +3,432 +9%
HH
1245
Hilltop Holdings
Texas
$2.21M -$142K -2,664 -6%
AC
1246
Abbrea Capital
California
$2.19M +$20.4K +384 +0.9%
SNBOSCI
1247
Security National Bank of Sioux City Iowa
Iowa
$2.19M -$55.1K -1,035 -2%
BTWM
1248
Baker Tilly Wealth Management
Wisconsin
$2.19M -$468K -8,796 -18%
ABP
1249
Arthur B. Page
$2.19M -$125K -2,340 -5%
NW
1250
Naviter Wealth
Arkansas
$2.19M +$41.5K +780 +2%
48 49
50
51 52

WMT Hedge Fund Activity: Q3 2023 in Review

2,922 of the 6,302 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 1,316 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.

  • 2,922 institutional investors held Walmart Inc (WMT) as of Q3 2023, up from 2,877 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.