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Walmart Inc
WMT

2,921 hedge funds and large institutions have $147B invested in Walmart Inc in 2023 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 1,315 increasing their positions, 1,044 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 173 | 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 → 2,921 (+45)

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
2,921
Holders Change
+45
Holders Change %
+1.56%
% of All Funds
46.36%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
2.09%
New
173
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
PCMF
2426
Private Capital Management (Florida)
Florida
$331K -$2.08K -39 -0.6%
NFC
2427
Northeast Financial Consultants
Connecticut
$331K – – –
EWM
2428
Evermay Wealth Management
Virginia
$331K +$479 +9 +0.1%
HFAS
2429
Hummer Financial Advisory Services
Illinois
$329K – – –
UW
2430
Unique Wealth
Florida
$327K -$63.9K -1,200 -16%
CCFM
2431
Clear Creek Financial Management
Washington
$327K +$11.8K +222 +4%
MTC
2432
McDaniel Terry & Co
Texas
$327K – – –
GITFIT
2433
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$326K -$156K -2,925 -32%
FBB
2434
Fulton Breakefield Broenniman
Maryland
$326K -$22K -414 -6%
SBWIC
2435
Schaper Benz & Wise Investment Counsel
Wisconsin
$326K – – –
RWMG
2436
Redwood Wealth Management Group
New Jersey
$326K +$160 +3 +0%
MTWM
2437
Masso Torrence Wealth Management
New Jersey
$326K +$44.4K +834 +16%
EWM
2438
Evergreen Wealth Management
Michigan
$325K – – –
ACM
2439
AUA Capital Management
Pennsylvania
$325K +$44.9K +843 +16%
PCA
2440
Pallas Capital Advisors
Massachusetts
$325K +$23K +432 +8%
CCB
2441
Cutter & Co Brokerage
Missouri
$325K +$319 +6 +0.1%
SPWG
2442
Sage Private Wealth Group
Illinois
$325K +$3.51K +66 +1%
TWM
2443
Thrive Wealth Management
Pennsylvania
$325K +$19.6K +369 +6%
LWM
2444
LJI Wealth Management
Indiana
$324K +$21.2K +399 +7%
HPC
2445
Hobart Private Capital
North Carolina
$324K – – –
FH
2446
FWG Holdings
Florida
$324K – – –
CCFCSB
2447
Cape Cod Five Cents Savings Bank
Massachusetts
$324K +$323K +6,072 New
FAN
2448
Financial Advisors Network
California
$324K +$323K +6,072 New
GC
2449
Gibson Capital
Pennsylvania
$324K – – –
CFG
2450
CKW Financial Group
Hawaii
$323K – – –
96 97
98
99 100

WMT Hedge Fund Activity: Q3 2023 in Review

2,921 of the 6,301 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: 173 funds opened new WMT positions and 96 closed out — a net gain of 77 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.

  • 2,921 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.
  • 173 funds opened new Walmart Inc positions in Q3 2023 and 96 closed out, a net change of +77 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.