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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 %
SSW
1801
Smith Shellnut Wilson
Mississippi
$686K -$709 -15 -0.1%
FPCP
1802
Fort Point Capital Partners
California
$686K -$49.1K -1,038 -7%
MFG
1803
Magnus Financial Group
New York
$684K +$104K +2,211 +18%
APW
1804
Austin Private Wealth
Texas
$684K +$1.84K +39 +0.3%
AWS
1805
Arkfeld Wealth Strategies
Nebraska
$683K -$869 -18 -0.1%
AIP
1806
Ahrens Investment Partners
Louisiana
$683K -$202K -4,269 -23%
SI
1807
Saxon Interests
Texas
$681K +$580 +12 +0.1%
RMDI
1808
R.M. Davis Inc
Maine
$681K -$40.3K -852 -6%
OFS
1809
Oldfather Financial Services
Nebraska
$677K -$14.2K -300 -2%
NEWAS
1810
N.E.W. Advisory Services
Wisconsin
$676K +$4.96K +105 +0.7%
VPP
1811
Vertex Planning Partners
Illinois
$676K +$676K +14,307 New
AT
1812
Arden Trust
Delaware
$675K -$27.4K -579 -4%
MLL
1813
Moody Lynn & Lieberson
Massachusetts
$674K -$2.27K -48 -0.3%
CM
1814
Columbus Macro
Pennsylvania
$673K +$22.9K +483 +4%
TSWM
1815
Triangle Securities Wealth Management
North Carolina
$672K -$10.4K -219 -2%
MCCP
1816
Mission Creek Capital Partners
California
$671K +$25.4K +537 +4%
CFS
1817
CRA Financial Services
New Jersey
$671K -$851 -18 -0.1%
WA1
1818
Wimmer Associates 1
California
$669K +$6.38K +135 +1%
MWM
1819
Massachusetts Wealth Management
Massachusetts
$669K +$669K +13,953 New
V
1820
ViaWealth
Kansas
$669K +$669K +13,839 New
SSWM
1821
Sheets Smith Wealth Management
North Carolina
$666K -$13.2K -279 -2%
LF
1822
Lee Financial
Texas
$666K – – –
AL
1823
Aspiriant LLC
California
$665K -$4.96K -105 -0.7%
HI
1824
Hendershot Investments
Virginia
$664K +$19.7K +417 +3%
JSW
1825
Journey Strategic Wealth
New Jersey
$663K +$10.5K +222 +2%
71 72
73
74 75