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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 %
PTB
1501
Pioneer Trust Bank
Oregon
$1.19M – – –
IWS
1502
Insight Wealth Strategies
California
$1.19M -$5.01K -102 -0.4%
MPIA
1503
Mountain Pacific Investment Advisers
Idaho
$1.19M – – –
BAM
1504
Beaumont Asset Management
Texas
$1.18M -$102K -2,076 -8%
PL
1505
Perpetual Ltd
Australia
$1.18M +$1.18M +24,060 New
TA
1506
Tectonic Advisors
Texas
$1.18M +$134K +2,730 +13%
RFA
1507
Register Financial Advisors
Georgia
$1.18M +$127K +2,589 +12%
PWS
1508
Peterson Wealth Services
Utah
$1.17M +$222K +4,515 +23%
IWP
1509
Icon Wealth Partners
Texas
$1.17M +$1.17M +23,883 New
CWM
1510
Chesapeake Wealth Management
Virginia
$1.17M +$45.1K +918 +4%
EFSCE
1511
Enterprise Financial Services Corp (EFSC)
Missouri
$1.17M -$6.49K -132 -0.6%
BI
1512
Ballast Inc
Kentucky
$1.17M +$21.8K +444 +2%
AWS
1513
Aspen Wealth Strategies
Colorado
$1.16M +$15.8K +321 +1%
GA
1514
GraniteShares Advisors
New York
$1.16M -$35.7K -726 -3%
SFS
1515
Summit Financial Strategies
Ohio
$1.16M -$101K -2,058 -8%
FWM
1516
Focused Wealth Management
New York
$1.16M -$13K -264 -1%
KC
1517
Kingfisher Capital
North Carolina
$1.16M +$2.95K +60 +0.3%
GWSG
1518
GPS Wealth Strategies Group
Colorado
$1.16M +$1.16M +23,595 New
HCM
1519
Hollencrest Capital Management
California
$1.16M -$3.24K -66 -0.3%
AIC
1520
Archer Investment Corporation
Indiana
$1.15M – – –
AA
1521
Advisory Alpha
Michigan
$1.15M +$53.8K +1,095 +5%
PR
1522
Payden & Rygel
California
$1.15M +$59K +1,200 +5%
IW
1523
Imprint Wealth
South Carolina
$1.15M +$1.15M +23,247 New
MLA
1524
My Legacy Advisors
Oregon
$1.15M -$1.36K -27 -0.1%
BIP
1525
Blueprint Investment Partners
North Carolina
$1.15M -$132K -2,676 -10%
59 60
61
62 63