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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 %
OPWM
1726
Oxinas Partners Wealth Management
Indiana
$845K -$2.06K -42 -0.2%
AP
1727
Americana Partners
Texas
$843K -$264K -5,361 -24%
6F
1728
626 Financial
Michigan
$842K -$114K -2,313 -12%
HVM
1729
Harvest Volatility Management
Connecticut
$840K -$62.9K -1,296 -7%
RWS
1730
Resolute Wealth Strategies
Mississippi
$838K +$838K +17,040 New
MYIA
1731
Mount Yale Investment Advisors
Colorado
$837K +$837K +17,034 New
JGIA
1732
Jackson Grant Investment Advisers
Connecticut
$837K +$19.5K +396 +2%
MFG
1733
Mainsail Financial Group
Washington
$834K -$3.94K -78 -0.5%
IF
1734
Intrua Financial
Texas
$831K -$10.7K -210 -1%
CRWM
1735
Castle Rock Wealth Management
California
$830K +$14.7K +288 +2%
CFP
1736
Catalyst Financial Partners
Massachusetts
$830K +$76.7K +1,560 +10%
HSG
1737
Helen Stephens Group
Texas
$829K – – –
FNBOSM
1738
First National Bank of South Miami
Florida
$829K -$38.9K -792 -4%
PWP
1739
Principle Wealth Partners
Connecticut
$827K – – –
GCS
1740
Gordian Capital (Singapore)
Singapore
$827K – – –
RMDI
1741
R.M. Davis Inc
Maine
$826K +$118K +2,400 +17%
BFO
1742
Biltmore Family Office
North Carolina
$826K -$274K -5,550 -25%
E
1743
ETFidea
New York
$826K – – –
AFM
1744
Abbot Financial Management
Massachusetts
$825K -$34.4K -699 -4%
SLWA
1745
San Luis Wealth Advisors
California
$825K +$825K +16,794 New
APG
1746
Abacus Planning Group
South Carolina
$825K +$590 +12 +0.1%
CFG
1747
Cooper Financial Group
California
$824K +$47K +957 +6%
VCG
1748
Vantage Consulting Group
Virginia
$822K +$40.8K +831 +5%
SA
1749
Syntax Advisors
New York
$822K +$40.8K +831 +5%
CC
1750
Callan Capital
California
$822K -$27.1K -552 -3%
68 69
70
71 72