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Walmart Inc
WMT

2,922 hedge funds and large institutions have $147B invested in Walmart Inc in 2023 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 1,316 increasing their positions, 1,044 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 96

26% more repeat investments, than reductions

Existing positions increased: 1,316 | Existing positions reduced: 1,044

21% more call options, than puts

Call options by funds: $3.47B | Put options by funds: $2.87B

15% more funds holding in top 10

Funds holding in top 10: 115 → 132 (+17)

2% more funds holding

Funds holding: 2,877 → 2,922 (+45)

3% more capital invested

Capital invested by funds: $143B → $147B (+$4.25B)

0.32% more ownership

Funds ownership: 102.25% → 102.57% (+0.32%)

Holders
2,922
Holders Change
+45
Holders Change %
+1.56%
% of All Funds
46.37%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
2.09%
New
173
Increased
1,316
Reduced
1,044
Closed
96
Calls
$3.47B
Puts
$2.87B
Net Calls
+$608M
Net Calls Change
-$59.4M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$665M
2
JP Morgan Chase
JP Morgan Chase
New York
+$358M
3
Marshall Wace
Marshall Wace
United Kingdom
+$326M
4
UBS AM
UBS AM
Illinois
+$277M
5
Barclays
Barclays
United Kingdom
+$226M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$877M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$584M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$239M
4
Two Sigma Investments
Two Sigma Investments
New York
-$236M
5
KWA
Kingswood Wealth Advisors
California
-$220M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
2001
Jefferies Financial Group
New York
$648K -$31.3M -588,423 -98%
DAM
2002
Derbend Asset Management
Georgia
$648K -$11.3K -213 -2%
CRC
2003
Curi RMB Capital
Illinois
$647K -$59.9K -1,125 -8%
MSR
2004
Main Street Research
Connecticut
$647K -$3.99K -75 -0.6%
HC
2005
Hamilton Capital
Ohio
$646K -$48.5K -912 -7%
CIA
2006
Compass Ion Advisors
Pennsylvania
$644K +$361K +6,780 +128%
NP
2007
Ninepoint Partners
Ontario, Canada
$644K – – –
CS
2008
Crescent Sterling
Louisiana
$643K +$3.83K +72 +0.6%
LF
2009
Lee Financial
Texas
$639K +$5.27K +99 +0.8%
NSAM
2010
North Star Asset Management
Wisconsin
$635K +$116K +2,187 +22%
AIM
2011
Athena Investment Management
California
$634K – – –
RWM
2012
Revisor Wealth Management
Ohio
$634K +$139K +2,604 +28%
SMA
2013
Seven Mile Advisory
New Jersey
$632K +$9.74K +183 +2%
FDCC
2014
Foster Dykema Cabot & Co
Massachusetts
$632K – – –
EIA
2015
Edgemoor Investment Advisors
Maryland
$631K – – –
EM
2016
Excalibur Management
Massachusetts
$629K +$479 +9 +0.1%
SIG
2017
Spinnaker Investment Group
California
$628K +$1.28K +24 +0.2%
OPWM
2018
Oxinas Partners Wealth Management
Indiana
$628K -$90.7K -1,704 -13%
PSCM
2019
Per Stirling Capital Management
Texas
$625K +$26.8K +504 +4%
CA
2020
Calton & Associates
Florida
$625K +$166K +3,126 +36%
PGCM
2021
Prescott Group Capital Management
Oklahoma
$624K – – –
BWG
2022
Beta Wealth Group
California
$624K +$32.1K +603 +5%
AO
2023
Advisor OS
Illinois
$624K +$20K +375 +3%
LPAM
2024
Lodestar Private Asset Management
California
$624K – – –
1IA
2025
1834 Investment Advisors
Wisconsin
$621K -$38.2K -717 -6%
79 80
81
82 83

WMT Hedge Fund Activity: Q3 2023 in Review

2,922 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2023, worth a combined $147B — up 3% from $143B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new WMT positions and 96 closed out — a net gain of 77 holders — while 1,316 added to existing stakes and 1,044 trimmed.

The largest buyer was State Street, adding an estimated $665M. The largest seller was EP Wealth Advisors, cutting an estimated $877M.

  • 2,922 institutional investors held Walmart Inc (WMT) as of Q3 2023, up from 2,877 in Q2 2023.
  • Funds reported $147B of Walmart Inc stock for Q3 2023, up 3% quarter-over-quarter.
  • 173 funds opened new Walmart Inc positions in Q3 2023 and 96 closed out, a net change of +77 holders.
  • The largest Walmart Inc buyer in Q3 2023 was State Street, an estimated $665M added.
  • The largest Walmart Inc seller in Q3 2023 was EP Wealth Advisors, an estimated $877M sold.

Based on aggregated 13F filings for Q3 2023.