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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 %
TPWA
2226
TRUE Private Wealth Advisors
Oregon
$383K +$2.95K +60 +0.8%
SN
2227
Sittner & Nelson
Oregon
$382K +$295 +6 +0.1%
PIM
2228
Provident Investment Management
Michigan
$380K +$380K +7,737 New
GITFIT
2229
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$380K – – –
SWM
2230
Seed Wealth Management
Illinois
$380K – – –
AC
2231
Armistice Capital
New York
$380K +$380K +7,722 New
RK
2232
Rather & Kittrell
Tennessee
$379K – – –
FW
2233
FirstPurpose Wealth
Utah
$378K +$22.7K +462 +6%
KA
2234
Kooman & Associates
Pennsylvania
$378K +$3.39K +69 +0.9%
BIM
2235
Baldwin Investment Management
Pennsylvania
$376K – – –
LFA
2236
LGT Financial Advisors
Texas
$376K +$376K +7,641 New
AWM
2237
Atticus Wealth Management
Florida
$375K -$69.3K -1,410 -16%
WFS
2238
Widmann Financial Services
Maryland
$375K – – –
IFO
2239
Independent Family Office
New York
$375K – – –
FWP
2240
Firethorn Wealth Partners
Georgia
$373K +$3.33K +66 +0.9%
PB
2241
Pinnacle Bancorp
Nebraska
$372K -$9.73K -198 -3%
SFA
2242
Source Financial Advisors
New York
$372K -$215K -4,365 -37%
SF
2243
Summit Financial
New Jersey
$371K +$11.7K +237 +3%
TI
2244
Truepoint Inc
Ohio
$370K -$2.36K -48 -0.6%
SCM
2245
Stonebridge Capital Management
California
$369K – – –
AAB
2246
ABN AMRO Bank
Netherlands
$369K +$369K +7,500 New
SCI
2247
S&CO Inc
Massachusetts
$368K – – –
MAM
2248
McLean Asset Management
Virginia
$368K -$30.4K -618 -8%
GFPC
2249
Global Financial Private Client
Florida
$368K +$5.21K +105 +1%
PMFA
2250
Plante Moran Financial Advisors
Michigan
$367K -$8.85K -180 -2%
88 89
90
91 92