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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 %
PFM
2426
Phillips Financial Management
Indiana
$285K +$3.24K +66 +1%
EA
2427
Ellsworth Advisors
Ohio
$285K – – –
CWM
2428
Centric Wealth Management
Illinois
$284K +$7.67K +156 +3%
SWM
2429
Seaside Wealth Management
California
$284K – – –
LFA
2430
Lauterbach Financial Advisors
Texas
$284K – – –
PFA
2431
Pinnacle Family Advisors
Missouri
$283K -$61.2K -1,245 -18%
IWA
2432
Inspirion Wealth Advisors
Illinois
$283K +$53.2K +1,083 +23%
NSB
2433
Norway Savings Bank
Maine
$283K – – –
QFA
2434
Quantum Financial Advisors
California
$282K – – –
MCM
2435
Mill Capital Management
North Carolina
$282K +$282K +5,742 New
HHAA
2436
Henry H. Armstrong Associates
Pennsylvania
$282K – – –
VCM
2437
Vigilant Capital Management
Maine
$282K – – –
TFCP
2438
Twin Focus Capital Partners
Massachusetts
$282K – – –
THL
2439
Tillman Hartley LLC
Colorado
$281K – – –
ME
2440
McIlrath & Eck
Washington
$281K +$88.7K +1,806 +46%
SWA
2441
Sutton Wealth Advisors
Florida
$280K -$130K -2,652 -32%
LSIA
2442
LaSalle St. Investment Advisors
Illinois
$280K +$280K +5,703 New
CCB
2443
Cutter & Co Brokerage
Missouri
$280K -$91.7K -1,866 -25%
GB
2444
Goepper Burkhardt
South Carolina
$279K -$73.7K -1,500 -21%
SL
2445
Summitry LLC
California
$279K – – –
RIG
2446
Renaissance Investment Group
Massachusetts
$279K -$8.11K -165 -3%
WCWM
2447
Willow Creek Wealth Management
California
$279K -$147 -3 -0.1%
PAM
2448
Private Asset Management
California
$278K – – –
EWM
2449
EPG Wealth Management
Georgia
$277K +$1.92K +39 +0.7%
CC
2450
Commons Capital
Massachusetts
$277K -$18K -366 -6%
96 97
98
99 100