WMT icon

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 %
MFG
1526
Monumental Financial Group
Maryland
$1.15M +$59K +1,200 +5%
ATC
1527
Adirondack Trust Company
New York
$1.14M +$3.1K +63 +0.3%
FCB
1528
First Command Bank
Texas
$1.14M -$28.8K -585 -2%
FCFS
1529
First Command Financial Services
Texas
$1.14M -$28.8K -585 -2%
CWAG
1530
Compton Wealth Advisory Group
Virginia
$1.14M +$247K +5,019 +28%
UCI
1531
Uncommon Cents Investing
Wisconsin
$1.13M -$737 -15 -0.1%
MWM
1532
Modera Wealth Management
New Jersey
$1.13M +$11.6K +237 +1%
PG
1533
Proffitt & Goodson
Tennessee
$1.13M -$18.1K -369 -2%
NRS
1534
Neville Rodie & Shaw
New York
$1.13M -$62.1K -1,263 -5%
FCT
1535
First Community Trust
Iowa
$1.13M – – –
DI
1536
Disciplined Investments
Oklahoma
$1.13M +$735K +14,949 +186%
WWP
1537
WR Wealth Planners
Missouri
$1.13M +$368K +7,479 +48%
HBT
1538
Heartland Bank & Trust
Illinois
$1.13M -$382K -7,773 -25%
RGF
1539
Retirement Guys Formula
Ohio
$1.13M +$43.8K +891 +4%
WQ
1540
Wealth Quarterback
New Jersey
$1.12M -$2.36K -48 -0.2%
AIS
1541
AM Investment Strategies
Tennessee
$1.12M +$885 +18 +0.1%
BPCE
1542
Bank Pictet & Cie (Europe)
Germany
$1.12M – – –
RW
1543
REDW Wealth
New Mexico
$1.12M +$109K +2,226 +11%
LJAC
1544
L.J. Altfest & Co
New York
$1.12M -$34.3K -699 -3%
CC
1545
Cannell & Co
New York
$1.12M +$20.3K +414 +2%
VBCG
1546
Valley Brook Capital Group
Pennsylvania
$1.11M -$18.4K -375 -2%
AMCA
1547
Arthur M. Cohen & Associates
Illinois
$1.11M -$228K -4,635 -17%
AHB
1548
Abner Herrman & Brock
New Jersey
$1.11M -$14.2K -288 -1%
MPI
1549
Mairs & Power Inc
Minnesota
$1.11M +$65.5K +1,332 +6%
PC
1550
Pecaut & Co
Iowa
$1.1M -$158K -3,210 -13%
60 61
62
63 64