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Walmart Inc
WMT

2,922 hedge funds and large institutions have $147B invested in Walmart Inc in 2023 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 1,316 increasing their positions, 1,044 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 96

26% more repeat investments, than reductions

Existing positions increased: 1,316 | Existing positions reduced: 1,044

21% more call options, than puts

Call options by funds: $3.47B | Put options by funds: $2.87B

15% more funds holding in top 10

Funds holding in top 10: 115 → 132 (+17)

2% more funds holding

Funds holding: 2,877 → 2,922 (+45)

3% more capital invested

Capital invested by funds: $143B → $147B (+$4.25B)

0.32% more ownership

Funds ownership: 102.25% → 102.57% (+0.32%)

Holders
2,922
Holders Change
+45
Holders Change %
+1.56%
% of All Funds
46.37%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
2.09%
New
173
Increased
1,316
Reduced
1,044
Closed
96
Calls
$3.47B
Puts
$2.87B
Net Calls
+$608M
Net Calls Change
-$59.4M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$665M
2
JP Morgan Chase
JP Morgan Chase
New York
+$358M
3
Marshall Wace
Marshall Wace
United Kingdom
+$326M
4
UBS AM
UBS AM
Illinois
+$277M
5
Barclays
Barclays
United Kingdom
+$226M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$877M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$584M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$239M
4
Two Sigma Investments
Two Sigma Investments
New York
-$236M
5
KWA
Kingswood Wealth Advisors
California
-$220M
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1601
Investment Partners
Ohio
$1.2M -$40.1K -753 -3%
FMTC
1602
Farmers & Merchants Trust Company
California
$1.2M +$54.3K +1,020 +5%
DC
1603
DeDora Capital
California
$1.19M +$62.1K +1,167 +5%
WC
1604
Waterloo Capital
Texas
$1.19M +$1.19M +22,332 New
TWM
1605
Tradition Wealth Management
Minnesota
$1.19M -$10.9K -204 -0.9%
BCM
1606
Boltwood Capital Management
California
$1.19M -$6.39K -120 -0.5%
DFCM
1607
Dark Forest Capital Management
Puerto Rico
$1.18M -$882K -16,572 -43%
SC
1608
Shay Capital
New York
$1.18M +$3.99K +75 +0.3%
CMANY
1609
Capital Management Associates (New York)
New York
$1.18M +$319K +6,000 +37%
PC
1610
Pecaut & Co
Iowa
$1.18M – – –
TIA
1611
Tandem Investment Advisors
South Carolina
$1.18M +$1.18M +22,143 New
NWM
1612
Northwest Wealth Management
Iowa
$1.18M +$14.5K +273 +1%
NCM
1613
Narwhal Capital Management
Georgia
$1.17M -$67.2K -1,263 -5%
NRS
1614
Neville Rodie & Shaw
New York
$1.17M – – –
XF
1615
XML Financial
Maryland
$1.17M +$35.6K +669 +3%
IIM
1616
Intact Investment Management
Quebec, Canada
$1.17M +$1.17M +21,900 New
IBOK
1617
Independence Bank of Kentucky
Kentucky
$1.16M -$75K -1,410 -6%
FPGT
1618
Financial Partners Group (Tennessee)
Tennessee
$1.16M +$21.9K +411 +2%
CC
1619
Cannell & Co
New York
$1.16M -$52K -978 -4%
SIP
1620
Stoneridge Investment Partners
Pennsylvania
$1.16M +$764K +14,361 +197%
FPGK
1621
Financial Partners Group (Kansas)
Kansas
$1.15M +$229K +4,302 +26%
HIC
1622
Holderness Investments Company
North Carolina
$1.15M +$18.2K +342 +2%
IPW
1623
Inlet Private Wealth
Florida
$1.15M -$7.98K -150 -0.7%
HBT
1624
Heartland Bank & Trust
Illinois
$1.15M +$15.5K +291 +1%
EFH
1625
Eaton Financial Holdings
Florida
$1.15M +$116K +2,175 +11%
63 64
65
66 67

WMT Hedge Fund Activity: Q3 2023 in Review

2,922 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2023, worth a combined $147B — up 3% from $143B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new WMT positions and 96 closed out — a net gain of 77 holders — while 1,316 added to existing stakes and 1,044 trimmed.

The largest buyer was State Street, adding an estimated $665M. The largest seller was EP Wealth Advisors, cutting an estimated $877M.

  • 2,922 institutional investors held Walmart Inc (WMT) as of Q3 2023, up from 2,877 in Q2 2023.
  • Funds reported $147B of Walmart Inc stock for Q3 2023, up 3% quarter-over-quarter.
  • 173 funds opened new Walmart Inc positions in Q3 2023 and 96 closed out, a net change of +77 holders.
  • The largest Walmart Inc buyer in Q3 2023 was State Street, an estimated $665M added.
  • The largest Walmart Inc seller in Q3 2023 was EP Wealth Advisors, an estimated $877M sold.

Based on aggregated 13F filings for Q3 2023.