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Walmart
WMT

Overview Fund Activity

2,476 hedge funds and large institutions have $114B invested in Walmart in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,234 increasing their positions, 864 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,476
Holders Change
-25
Holders Change %
-1%
% of All Funds
43.6%
Holding in Top 10
73
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-34.23%
% of All Funds
1.29%
New
145
Increased
1,234
Reduced
864
Closed
140
Calls
$3.48B
Puts
$3.02B
Net Calls
+$460M
Net Calls Change
+$199M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$629M
2
AS
Altshuler Shaham
Israel
+$305M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$278M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$250M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$227M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.35B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$544M
3
State Street
State Street
Massachusetts
-$334M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$255M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRIG
2001
Charter Research & Investment Group
Connecticut
$381K – – –
GFP
2002
Gryphon Financial Partners
Ohio
$381K +$10.6K +234 +3%
WIA
2003
Westbourne Investment Advisors
Maryland
$380K -$97.1K -2,145 -20%
CBOR
2004
Community Bank of Raymore
Missouri
$379K – – –
KA
2005
Klingman & Associates
New York
$379K +$132K +2,925 +54%
BWAM
2006
Boyd Watterson Asset Management
Ohio
$378K -$4.21K -93 -1%
GTCM
2007
Gyon Technologies Capital Management
New Jersey
$377K -$493K -10,911 -57%
BWA
2008
Beam Wealth Advisors
Louisiana
$376K -$3.12K -69 -0.8%
MLFP
2009
MPS Loria Financial Planners
Illinois
$375K -$136 -3 -0%
SIAG
2010
Safeguard Investment Advisory Group
California
$375K +$75.5K +1,668 +25%
TCM
2011
Tufton Capital Management
Maryland
$374K -$35.3K -780 -9%
PFO
2012
Pathstone Family Office
New Jersey
$374K +$271K +5,970 +262%
GPA
2013
Garrison Point Advisors
California
$372K +$136 +3 +0%
CCA
2014
Childress Capital Advisors
Texas
$372K +$208K +4,602 +127%
OFS
2015
OneAscent Financial Services
Alabama
$371K +$83.4K +1,842 +29%
PCA
2016
Pallas Capital Advisors
Massachusetts
$371K +$371K +7,905 New
BWP
2017
BSW Wealth Partners
Colorado
$370K +$1.63K +36 +0.4%
LC
2018
Lindbrook Capital
California
$370K +$6.25K +138 +2%
NP
2019
NorthRock Partners
Minnesota
$370K +$98.5K +2,172 +36%
IAP
2020
Indie Asset Partners
Indiana
$369K -$8.82K -195 -2%
PP
2021
Patron Partners
Texas
$368K +$85.4K +1,890 +30%
SSA
2022
Schonfeld Strategic Advisors
New York
$367K +$163K +3,609 +80%
DS
2023
DRW Securities
Illinois
$366K -$2.87M -63,264 -89%
BCM
2024
Bienville Capital Management
New York
$366K +$37.4K +822 +11%
CCB
2025
Cutter & Co Brokerage
Missouri
$364K -$12.5K -276 -3%
79 80
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