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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 %
MHR
2026
Matthew Hamilton Rosenberg
$509K -$24.3K -495 -5%
PIM
2027
Penobscot Investment Management
Massachusetts
$507K -$136K -2,760 -21%
PFG
2028
PAX Financial Group
Texas
$505K -$14.2K -288 -3%
CC
2029
Capital Counsel
New York
$504K – – –
T
2030
TCWP
Ohio
$504K +$8.41K +171 +2%
NRA
2031
NSI Retail Advisors
Pennsylvania
$503K – – –
RSA
2032
River Street Advisors
Illinois
$502K +$12.1K +246 +2%
CMANY
2033
Capital Management Associates (New York)
New York
$501K – – –
MGIM
2034
M&G Investment Management
United Kingdom
$501K -$125M -2,558,859 -100%
MAG
2035
Mayfair Advisory Group
Alabama
$500K -$8.46K -171 -2%
SIS
2036
Sound Income Strategies
Florida
$500K +$46.7K +951 +10%
PWA
2037
Peterson Wealth Advisors
Utah
$498K -$35.1K -714 -7%
MCCA
2038
Mill Creek Capital Advisors
Pennsylvania
$498K -$5.16K -105 -1%
SWMG
2039
Signature Wealth Management Group
Georgia
$497K -$27.4K -558 -5%
EWS
2040
Evergreen Wealth Solutions
Pennsylvania
$497K -$32K -651 -6%
PI
2041
PFS Investments
Georgia
$497K +$51.1K +1,017 +11%
BAM
2042
BOS Asset Management
Illinois
$496K -$26.5K -540 -5%
KLI
2043
Kelman-Lazarov Inc
Tennessee
$496K – – –
VCP
2044
Verus Capital Partners
Arizona
$494K +$20.1K +408 +4%
HCM
2045
Howland Capital Management
Massachusetts
$493K -$142K -2,868 -22%
FPWM
2046
FSB Premier Wealth Management
Iowa
$493K -$29.5K -600 -6%
IF
2047
Ironwood Financial
Arizona
$492K +$147 +3 +0%
JWM
2048
Janiczek Wealth Management
Colorado
$491K -$91.5K -1,848 -16%
BFG
2049
Barber Financial Group
Kansas
$491K -$22.4K -456 -4%
CWM
2050
Castle Wealth Management
Florida
$490K -$24.7K -501 -5%
80 81
82
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