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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 %
EWM
1551
Empirical Wealth Management
Washington
$1.1M +$14K +285 +1%
JIC
1552
Joel Isaacson & Co
New York
$1.1M +$14.3K +291 +1%
SMA
1553
Sage Mountain Advisors
Georgia
$1.09M +$309K +6,282 +39%
NCM
1554
Narwhal Capital Management
Georgia
$1.09M -$29.8K -606 -3%
BC
1555
Bridgefront Capital
Texas
$1.09M +$1.09M +22,248 New
WPP
1556
Whalerock Point Partners
Rhode Island
$1.09M – – –
WDC
1557
Woodward Diversified Capital
California
$1.09M +$4.72K +96 +0.4%
WMA
1558
West Michigan Advisors
Michigan
$1.09M +$38.2K +777 +4%
LOAMS
1559
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.09M +$165K +3,351 +18%
SFWA
1560
Summit Financial Wealth Advisors
Louisiana
$1.09M -$56K -1,140 -5%
WP
1561
WealthSource Partners
California
$1.09M -$33.8K -687 -3%
LOAMU
1562
Lombard Odier Asset Management (USA)
New York
$1.09M +$1.09M +22,098 New
BFO
1563
Boston Family Office
Massachusetts
$1.08M +$5.16K +105 +0.5%
AIM
1564
AMI Investment Management
Indiana
$1.08M -$137K -2,787 -11%
TC
1565
Trust Company
Kansas
$1.08M +$428K +8,700 +65%
LC
1566
Lindbrook Capital
California
$1.08M +$5.01K +102 +0.5%
RPGK
1567
Retirement Planning Group (Kansas)
Kansas
$1.08M +$28.8K +585 +3%
NWM
1568
Northwest Wealth Management
Iowa
$1.08M +$170K +3,468 +19%
LFA
1569
Landmark Financial Advisors
Kentucky
$1.07M – – –
XSC
1570
X-Square Capital
Puerto Rico
$1.07M -$492K -10,014 -31%
CBA
1571
Coastal Bridge Advisors
Connecticut
$1.07M +$1.18K +24 +0.1%
TWM
1572
Tradition Wealth Management
Minnesota
$1.07M +$576K +11,718 +116%
DE
1573
Day & Ennis
Georgia
$1.07M -$2.06K -42 -0.2%
IPW
1574
Inlet Private Wealth
Florida
$1.07M – – –
RBC
1575
Romano Brothers & Co
Illinois
$1.07M -$42.3K -861 -4%
61 62
63
64 65