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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 %
BWA
1576
Beam Wealth Advisors
Louisiana
$1.07M -$1.03K -21 -0.1%
TWP
1577
Tempus Wealth Planning
California
$1.07M -$1.77K -36 -0.2%
TGAM
1578
TBH Global Asset Management
Tennessee
$1.07M +$54.6K +1,110 +5%
FNB
1579
Farmers National Bank
Kentucky
$1.06M – – –
BAM
1580
Byrne Asset Management
New Jersey
$1.06M -$29.6K -603 -3%
CB
1581
Centennial Bank
Arkansas
$1.06M -$190K -3,870 -15%
FMTC
1582
Farmers & Merchants Trust Company
California
$1.06M -$14.2K -288 -1%
BFM
1583
Boston Financial Management
Massachusetts
$1.06M -$804K -16,368 -43%
DC
1584
DeDora Capital
California
$1.06M -$7.67K -156 -0.7%
CG
1585
Corundum Group
Colorado
$1.05M +$495K +10,065 +89%
ACP
1586
Aviance Capital Partners
Florida
$1.05M +$124K +2,523 +13%
FAG
1587
Fortitude Advisory Group
Washington
$1.05M +$27.4K +558 +3%
MW
1588
Marcum Wealth
Ohio
$1.05M -$23.4K -477 -2%
DOA
1589
D'Orazio & Associates
Virginia
$1.05M -$25.5K -519 -2%
CMI
1590
Clare Market Investments
Texas
$1.05M +$225K +4,572 +27%
EFG
1591
Ethos Financial Group
Pennsylvania
$1.04M +$133K +2,691 +15%
EA
1592
Eudaimonia Advisors
Tennessee
$1.04M +$9.58K +195 +0.9%
SFSG
1593
Sound Financial Strategies Group
Mississippi
$1.04M +$631K +12,837 +153%
RP
1594
Rice Partnership
Hawaii
$1.04M -$36.7K -747 -3%
LFA
1595
Legacy Financial Advisors
Kentucky
$1.04M +$36.3K +738 +4%
XF
1596
XML Financial
Maryland
$1.04M +$35.4K +720 +4%
SSWM
1597
Strait & Sound Wealth Management
California
$1.04M – – –
CPWA
1598
Cerro Pacific Wealth Advisors
California
$1.03M +$24.3K +495 +2%
PIMG
1599
Patriot Investment Management Group
Tennessee
$1.03M -$21.2K -432 -2%
NB
1600
Nicolet Bankshares
Wisconsin
$1.03M +$51.5K +1,047 +5%
62 63
64
65 66