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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 %
AT
2001
Arden Trust
Delaware
$528K -$173K -3,525 -25%
ST
2002
Sabal Trust
Florida
$524K +$59K +1,200 +13%
PPP
2003
Private Portfolio Partners
New Jersey
$524K -$6.49K -132 -1%
HC
2004
Hamilton Capital
Ohio
$524K +$215K +4,368 +69%
UWPG
2005
Ullmann Wealth Partners Group
Florida
$523K +$20.1K +408 +4%
ERIM
2006
Eagle Ridge Investment Management
Connecticut
$523K – – –
MC
2007
Matisse Capital
Oregon
$522K – – –
WDL
2008
Well Done LLC
Michigan
$521K +$19.8K +402 +4%
OPTFSNA
2009
Old Point Trust & Financial Services N A
Virginia
$520K +$1.77K +36 +0.3%
FIM
2010
Freedom Investment Management
Connecticut
$520K -$148K -3,015 -22%
HFA
2011
High Falls Advisors
New York
$519K +$295 +6 +0.1%
FOA
2012
Five Oceans Advisors
California
$518K +$85.7K +1,743 +20%
FC
2013
Forte Capital
New York
$518K – – –
PD
2014
Planning Directions
Pennsylvania
$517K -$16.8K -342 -3%
AA
2015
Alta Advisers
United Kingdom
$516K – – –
SWM
2016
Silverlake Wealth Management
Vermont
$515K -$3.39K -69 -0.7%
CWP
2017
Concord Wealth Partners
Virginia
$515K +$147K +2,994 +40%
FPCG
2018
Fort Pitt Capital Group
Pennsylvania
$515K -$65.3K -1,329 -11%
BTIM
2019
BancFirst Trust & Investment Management
Oklahoma
$514K +$44.1K +909 +9%
AI
2020
Atom Investors
Texas
$514K -$2.89M -58,767 -85%
CAM
2021
Columbia Asset Management
Michigan
$512K +$92.2K +1,875 +22%
EBA
2022
Eagle Bay Advisors
New York
$512K -$72.4K -1,473 -12%
NW
2023
NewEdge Wealth
Pennsylvania
$511K +$179K +3,642 +54%
BFA
2024
Buttonwood Financial Advisors
Maryland
$510K +$295 +6 +0.1%
GRQ
2025
Gardner Russo & Quinn
Pennsylvania
$509K -$3.69K -75 -0.7%
79 80
81
82 83