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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 %
KCFA
1351
Key Client Fiduciary Advisors
New Jersey
$1.56M +$166K +3,375 +12%
LW
1352
Linscomb Wealth
Texas
$1.56M -$36.7K -747 -2%
FNFDCM
1353
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.55M +$18.6K +378 +1%
LSAG
1354
Lake Street Advisors Group
New Hampshire
$1.54M -$12.8K -261 -0.8%
KI
1355
Kula Investments
Illinois
$1.54M +$1.54M +31,356 New
FFBTD
1356
First Financial Bank - Trust Division
Ohio
$1.54M -$31.4K -639 -2%
UHC
1357
Union Heritage Capital
Michigan
$1.54M – – –
PG
1358
Patten Group
Tennessee
$1.54M -$45.3K -921 -3%
NL
1359
NVWM LLC
Pennsylvania
$1.54M -$47.3K -963 -3%
WA
1360
WBH Advisory
Maryland
$1.54M +$1.54M +31,266 New
MIM
1361
MTM Investment Management
South Carolina
$1.54M -$85.8K -1,746 -5%
MP
1362
McDonald Partners
Ohio
$1.54M +$16.2K +330 +1%
PWPS
1363
Pinnacle Wealth Planning Services
Ohio
$1.54M -$885 -18 -0.1%
SLFPAM
1364
St. Louis Financial Planners Asset Management
Missouri
$1.54M -$71.2K -1,449 -4%
GIP
1365
Greatmark Investment Partners
Georgia
$1.53M -$295 -6 -0%
HI
1366
Harbour Investments
Wisconsin
$1.53M -$5.6K -114 -0.4%
AC
1367
AlphaCore Capital
California
$1.53M +$1.53M +31,164 New
CCIA
1368
Cherry Creek Investment Advisors
Colorado
$1.53M -$16.4K -333 -1%
PNC
1369
Park National Corp
Ohio
$1.53M +$88.3K +1,797 +6%
DA
1370
Detalus Advisors
Missouri
$1.52M -$11.9K -243 -0.8%
IA
1371
IFP Advisors
Florida
$1.52M -$1.73M -71,016 -53%
VFPI
1372
Vantage Financial Partners (Illinois)
Illinois
$1.52M -$51.6K -1,050 -3%
DWA
1373
Delos Wealth Advisors
Texas
$1.52M +$11.2K +228 +0.7%
MSFS
1374
Main Street Financial Solutions
Pennsylvania
$1.51M +$55K +1,119 +4%
CPIG
1375
Chicago Partners Investment Group
Illinois
$1.51M +$118K +2,316 +8%
53 54
55
56 57