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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 %
EWA
1301
EverSource Wealth Advisors
Alabama
$1.73M -$1.18K -24 -0.1%
TNA
1302
True North Advisors
Texas
$1.73M +$148K +3,003 +9%
LB
1303
Leo Brokerage
Texas
$1.72M +$1.72M +35,031 New
GCM
1304
Gibraltar Capital Management
Oklahoma
$1.72M +$68.1K +1,386 +4%
GTAM
1305
Global Trust Asset Management
Florida
$1.72M +$109K +2,211 +7%
MWM
1306
Madison Wealth Management
Ohio
$1.71M +$34.4K +699 +2%
IFS
1307
Ifrah Financial Services
Arkansas
$1.71M -$28K -570 -2%
GC
1308
Gilbert & Cook
Iowa
$1.71M -$241K -4,902 -12%
HI
1309
Hoey Investments
Pennsylvania
$1.71M +$89.2K +1,815 +6%
APP
1310
Avantax Planning Partners
Iowa
$1.7M -$24.9K -507 -1%
WCA
1311
Westover Capital Advisors
Delaware
$1.7M -$6.64K -135 -0.4%
GIM
1312
Guardian Investment Management
California
$1.7M -$1.48M -32,658 -46%
TCOO
1313
Trust Company of Oklahoma
Oklahoma
$1.7M -$147 -3 -0%
IAS
1314
Insigneo Advisory Services
Florida
$1.69M +$148K +3,009 +10%
WPC
1315
Wedmont Private Capital
Pennsylvania
$1.68M +$43.8K +873 +3%
QWM
1316
QP Wealth Management
New Jersey
$1.68M -$151K -3,078 -8%
LWP
1317
Lumature Wealth Partners
Georgia
$1.68M +$16.8K +342 +1%
PWMG
1318
Prestige Wealth Management Group
New Jersey
$1.67M +$565K +11,448 +51%
AWM
1319
Avior Wealth Management
Nebraska
$1.67M +$468K +9,522 +39%
PHIMC
1320
Private Harbour Investment Management & Counsel
Ohio
$1.66M -$63.4K -1,290 -4%
SPWG
1321
Syntegra Private Wealth Group
Missouri
$1.66M +$820K +16,683 +98%
WSC
1322
Wellington Shields & Co
New York
$1.65M +$500K +10,179 +43%
CWM
1323
Catalyst Wealth Management
Georgia
$1.65M +$61.8K +1,257 +4%
JIP
1324
Jaffetilchin Investment Partners
Florida
$1.64M +$32K +651 +2%
OIA
1325
Optimum Investment Advisors
Illinois
$1.64M – – –
51 52
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