WMT icon

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 %
BFPW
1776
BOK Financial Private Wealth
Colorado
$713K – – –
DDC
1777
DF Dent & Co
Maryland
$713K -$5.39K -114 -0.8%
EAM
1778
Evanson Asset Management
California
$712K -$535K -11,316 -43%
AFG
1779
Arkansas Financial Group
Arkansas
$712K -$28.4K -600 -4%
VC
1780
Veracity Capital
Georgia
$710K +$425 +9 +0.1%
GG
1781
Gleason Group
Kentucky
$709K – – –
WAL
1782
W Advisors LLC
Tennessee
$709K -$19.1K -405 -3%
SLT
1783
St Louis Trust
Missouri
$709K -$335K -7,095 -32%
STAS
1784
Strong Tower Advisory Services
Minnesota
$708K +$6.52K +138 +0.9%
AGP
1785
Autumn Glory Partners
Texas
$705K -$273K -5,766 -28%
CWP
1786
Core Wealth Partners
California
$704K +$704K +134,571 New
JWA
1787
JFS Wealth Advisors
Pennsylvania
$704K +$12.6K +267 +2%
WAM
1788
WNY Asset Management
New York
$704K -$22.7K -480 -3%
MA
1789
MCF Advisors
Kentucky
$704K +$5.12K +108 +0.7%
JMF
1790
Johnson Midwest Financial
Iowa
$703K – – –
RIM
1791
RW Investment Management
Idaho
$702K +$702K +14,847 New
NF
1792
Norwood Financial
Pennsylvania
$700K – – –
CPA
1793
Capital Planning Advisors
California
$697K +$24.8K +525 +4%
APC
1794
Aspire Private Capital
North Carolina
$695K +$48.5K +1,026 +7%
IRC
1795
Investors Research Corp
Georgia
$695K +$6.95K +147 +1%
SFG
1796
Summit Financial Group
West Virginia
$694K -$14.2K -300 -2%
SMWM
1797
Silvia McColl Wealth Management
California
$693K +$693K +14,670 New
BTW
1798
Boston Trust Walden
Massachusetts
$693K – – –
TWM
1799
Triton Wealth Management
Arizona
$692K -$50.7K -1,071 -7%
OL
1800
Optas LLC
Texas
$691K +$24.2K +513 +4%
70 71
72
73 74