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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 174 funds opening new positions, 1,315 increasing their positions, 1,044 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 96

26% more repeat investments, than reductions

Existing positions increased: 1,315 | 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: 2,876 → 2,922 (+46)

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
+46
Holders Change %
+1.6%
% 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
174
Increased
1,315
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
MCM
2326
Maple Capital Management
Vermont
$384K +$29.5K +555 +8%
TCM
2327
Tufton Capital Management
Maryland
$383K +$3.35K +63 +0.9%
CSI
2328
Cross Staff Investments
New York
$383K – – –
SIA
2329
Schear Investment Advisers
Ohio
$382K – – –
AIFAIM
2330
American Institute for Advanced Investment Management
Arizona
$382K – – –
1IA
2331
1620 Investment Advisors
Massachusetts
$382K +$3.83K +72 +1%
CMTU
2332
Capital Markets Trading (UK)
United Kingdom
$381K -$358K -6,726 -48%
CWA
2333
Consilium Wealth Advisory
Texas
$380K +$380K +7,137 New
SPC
2334
Stewart & Patten Company
California
$380K – – –
BFWA
2335
Benchmark Financial Wealth Advisors
Florida
$380K -$4.79K -90 -1%
FL
2336
Fort LP
Maryland
$379K +$77.4K +1,455 +26%
AWM
2337
Aprio Wealth Management
Georgia
$379K +$120K +2,256 +47%
GF
2338
Gries Financial
Ohio
$379K +$378K +7,101 New
MLFP
2339
MPS Loria Financial Planners
Illinois
$378K – – –
Legacy Financial Group (Iowa)
2340
Legacy Financial Group (Iowa)
Iowa
$377K +$377K +7,077 New
EWM
2341
EPG Wealth Management
Georgia
$375K +$81.7K +1,536 +28%
PCMK
2342
Paragon Capital Management (Kansas)
Kansas
$375K – – –
ACM
2343
Advance Capital Management
Michigan
$375K +$2.55K +48 +0.7%
CAM
2344
Chesapeake Asset Management
New York
$374K +$3.83K +72 +1%
DFG
2345
Demars Financial Group
Washington
$374K -$4.47K -84 -1%
DI
2346
DDFG Inc
California
$373K – – –
MRCM
2347
M&R Capital Management
New Jersey
$373K +$8.62K +162 +2%
FAM
2348
Formidable Asset Management
Ohio
$370K -$16K -300 -4%
MWM
2349
Meritas Wealth Management
California
$370K -$52.7K -990 -12%
CHAM
2350
Clear Harbor Asset Management
Connecticut
$369K – – –
92 93
94
95 96

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: 174 funds opened new WMT positions and 96 closed out — a net gain of 78 holders — while 1,315 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 2,876 in Q2 2023.
  • Funds reported $147B of Walmart Inc stock for Q3 2023, up 3% quarter-over-quarter.
  • 174 funds opened new Walmart Inc positions in Q3 2023 and 96 closed out, a net change of +78 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.