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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 %
UBG
2301
United Bank (Georgia)
Georgia
$344K +$15.2K +309 +5%
1IA
2302
1620 Investment Advisors
Massachusetts
$343K +$8.11K +165 +2%
ML
2303
McAdam LLC
Pennsylvania
$343K -$6.05K -123 -2%
KWM
2304
Kaydan Wealth Management
Michigan
$342K -$24K -489 -7%
BFWA
2305
Benchmark Financial Wealth Advisors
Florida
$342K +$3.54K +72 +1%
BWM
2306
Blossom Wealth Management
California
$340K +$72.2K +1,470 +27%
PCG
2307
Prosperity Consulting Group
Maryland
$340K -$53.8K -1,095 -14%
UF
2308
Univest Financial
Pennsylvania
$339K -$69.4K -1,413 -17%
CIM
2309
CIM Investment Management
Pennsylvania
$339K +$16.7K +339 +5%
DWP
2310
Destiny Wealth Partners
Florida
$339K -$17.7K -360 -5%
JWS
2311
Juncture Wealth Strategies
Arizona
$338K -$17.1K -348 -5%
CHAM
2312
Clear Harbor Asset Management
Connecticut
$335K +$335K +6,819 New
FBA
2313
Front Barnett Associates
Illinois
$335K – – –
ACM
2314
Advance Capital Management
Michigan
$334K +$1.48K +30 +0.4%
IIC
2315
Integrated Investment Consultants
Michigan
$334K -$2.21K -45 -0.7%
DCM
2316
Dupont Capital Management
Delaware
$333K -$686K -13,959 -67%
ACM
2317
AUA Capital Management
Pennsylvania
$332K – – –
VST
2318
Van Strum & Towne
California
$331K – – –
BRA
2319
Biechele Royce Advisors
Indiana
$331K +$7.96K +162 +2%
MRCM
2320
M&R Capital Management
New Jersey
$331K +$7.67K +156 +2%
SWIG
2321
Strategic Wealth Investment Group
Kentucky
$331K -$24K -489 -7%
JFA
2322
JNBA Financial Advisors
Minnesota
$330K -$16.7K -339 -5%
BB
2323
Bell Bank
North Dakota
$330K -$184K -3,744 -36%
MCM
2324
Maple Capital Management
Vermont
$330K +$51.8K +1,053 +19%
SSG
2325
Summit Securities Group
New York
$329K -$331K -6,735 -50%
91 92
93
94 95