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Walmart
WMT

Overview Fund Activity

2,791 hedge funds and large institutions have $126B invested in Walmart in 2022 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 1,041 increasing their positions, 1,022 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,791
Holders Change
+203
Holders Change %
+7.84%
% of All Funds
45.03%
Holding in Top 10
97
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.38%
% of All Funds
1.57%
New
345
Increased
1,041
Reduced
1,022
Closed
84
Calls
$3.39B
Puts
$3.67B
Net Calls
-$273M
Net Calls Change
-$490M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$993M
2
Morgan Stanley
Morgan Stanley
New York
+$273M
3
Squarepoint
Squarepoint
New York
+$173M
4
Renaissance Technologies
Renaissance Technologies
New York
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$325M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$274M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
4
Ameriprise
Ameriprise
Minnesota
-$157M
5
Bank of America
Bank of America
North Carolina
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGT
1601
Financial Partners Group (Tennessee)
Tennessee
$943K +$943K +19,956 New
RIA
1602
Realta Investment Advisors
Delaware
$943K -$10.1K -213 -1%
NB
1603
Nicolet Bankshares
Wisconsin
$942K +$69.6K +1,473 +8%
SAM
1604
Secure Asset Management
Michigan
$941K -$20.4K -432 -2%
MFWP
1605
Mosaic Family Wealth Partners
Missouri
$939K +$939K +19,863 New
TBWA
1606
Three Bridge Wealth Advisors
California
$939K -$14.9K -315 -2%
EGA
1607
Eagle Global Advisors
Texas
$933K – – –
WBCM
1608
Wilson & Boucher Capital Management
California
$930K – – –
STC
1609
Sarah T. Connolly
$929K +$45.7K +966 +5%
CP
1610
Castleview Partners
Texas
$928K -$237K -5,004 -20%
FBT
1611
First Bankers Trust
Kentucky
$927K -$9.36K -198 -1%
PIA
1612
Pinion Investment Advisors
Kansas
$923K -$97.7K -2,067 -10%
LWM
1613
Laidlaw Wealth Management
New York
$923K +$16.3K +345 +2%
TW
1614
Towerpoint Wealth
California
$922K -$44.7K -945 -5%
FPGK
1615
Financial Partners Group (Kansas)
Kansas
$921K +$24.7K +507 +3%
KFS
1616
Kurt F. Somerville
$921K – – –
LRPA
1617
L. Roy Papp & Associates
Arizona
$920K +$15K +318 +2%
6F
1618
626 Financial
Michigan
$919K -$48.5K -1,026 -5%
RWPA
1619
Richard W. Paul & Associates
Michigan
$918K +$918K +19,413 New
HI
1620
Humankind Investments
New York
$916K -$84.4K -1,785 -8%
EFH
1621
Eaton Financial Holdings
Florida
$916K +$916K +19,386 New
PWS
1622
Peterson Wealth Services
Utah
$916K +$93.9K +1,986 +11%
VCA
1623
Verdence Capital Advisors
Maryland
$915K -$567 -12 -0.1%
CWP
1624
Cyndeo Wealth Partners
Florida
$914K +$914K +19,338 New
WW
1625
Waterfront Wealth
Kansas
$908K +$196K +4,110 +28%
63 64
65
66 67