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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 %
WC
2176
Waterloo Capital
Texas
$412K +$412K +8,385 New
VF
2177
Virtu Financial
New York
$412K -$1.28M -25,983 -76%
WC
2178
Wexford Capital
Florida
$409K +$192K +3,903 +88%
IUHSA
2179
Itau Unibanco Holding S.A.
Brazil
$409K +$409K +8,328 New
WAS
2180
Winch Advisory Services
Wisconsin
$409K +$5.46K +111 +1%
AA
2181
Addison Advisors
Vermont
$408K +$442 +9 +0.1%
BG
2182
Benedetti & Gucer
Georgia
$407K +$170K +3,456 +72%
LA
2183
LVW Advisors
New York
$406K +$113K +2,289 +38%
GWSA
2184
Global Wealth Strategies & Associates
Colorado
$405K – – –
MA
2185
MONECO Advisors
Connecticut
$404K +$173K +3,519 +75%
LOIP
2186
Live Oak Investment Partners
Texas
$404K -$375K – –
WKSWA
2187
White Knight Strategic Wealth Advisors
New Jersey
$403K -$40.6K -825 -9%
RFN
2188
RDA Financial Network
Iowa
$402K – – –
BST
2189
Bath Savings Trust
Maine
$402K -$62.5K -1,272 -13%
ARG
2190
Advisory Resource Group
Oklahoma
$400K -$46K -936 -10%
VFG
2191
V2 Financial group
Illinois
$400K – – –
CFA
2192
Compass Financial Advisors
Indiana
$400K -$352K -7,158 -47%
AOWM
2193
Alpha Omega Wealth Management
Virginia
$400K +$41.1K +837 +11%
HFS
2194
Howard Financial Services
Texas
$400K +$1.18K +24 +0.3%
LF
2195
Lantz Financial
Illinois
$400K – – –
CFA
2196
CWS Financial Advisors
Michigan
$398K -$1.03M -21,039 -72%
CG
2197
Clarus Group
Texas
$397K +$147 +3 +0%
RHJA
2198
Rice Hall James & Associates
California
$397K – – –
MIFH
2199
Migdal Insurance & Financial Holdings
Israel
$396K -$15.8K -321 -4%
GAB
2200
German American Bancorp
Indiana
$396K +$6.78K +138 +2%
86 87
88
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