WMT icon

Walmart
WMT

Overview Fund Activity

2,791 hedge funds and large institutions have $126B invested in Walmart in 2022 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 1,041 increasing their positions, 1,022 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,791
Holders Change
+203
Holders Change %
+7.84%
% of All Funds
45.03%
Holding in Top 10
97
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.38%
% of All Funds
1.57%
New
345
Increased
1,041
Reduced
1,022
Closed
84
Calls
$3.39B
Puts
$3.67B
Net Calls
-$273M
Net Calls Change
-$490M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$993M
2
Morgan Stanley
Morgan Stanley
New York
+$273M
3
Squarepoint
Squarepoint
New York
+$173M
4
Renaissance Technologies
Renaissance Technologies
New York
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$325M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$274M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
4
Ameriprise
Ameriprise
Minnesota
-$157M
5
Bank of America
Bank of America
North Carolina
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
2451
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K -$365K -7,722 -60%
CWM
2452
Centurion Wealth Management
Virginia
$246K +$246K +5,211 New
PCI
2453
Planning Center Inc
Illinois
$246K – – –
SWM
2454
SFG Wealth Management
Maryland
$246K – – –
FZCM
2455
Flynn Zito Capital Management
New York
$246K – – –
HFM
2456
Hartford Funds Management
Pennsylvania
$246K +$246K +5,202 New
SFI
2457
SPC Financial Inc
Maryland
$244K +$244K +5,166 New
MF
2458
Montis Financial
Massachusetts
$243K -$1.99K -42 -0.8%
VBFG
2459
Vishria Bird Financial Group
Tennessee
$243K – – –
RWA
2460
River Wealth Advisors
Pennsylvania
$243K -$20.8K -441 -8%
BA
2461
Bridge Advisory
California
$243K +$15.9K +336 +7%
BWAM
2462
Boyd Watterson Asset Management
Ohio
$242K – – –
SC
2463
Sawyer & Company
Massachusetts
$242K – – –
PA
2464
Parkside Advisors
California
$242K +$19.5K +411 +9%
SCM
2465
Stordahl Capital Management
Colorado
$241K – – –
CRG
2466
Cornerstone Retirement Group
Nevada
$241K +$241K +5,100 New
JWBC
2467
J.W. Burns & Co
New York
$241K +$4.4K +93 +2%
LWMG
2468
Levy Wealth Management Group
Pennsylvania
$241K -$10.5K -222 -4%
SAM
2469
Synergy Asset Management
Washington
$241K -$28.4K -600 -11%
AWA
2470
Alta Wealth Advisors
Massachusetts
$241K -$3.97K -84 -2%
EM
2471
ELCO Management
New York
$240K -$57.4K -1,215 -19%
LCM
2472
Leisure Capital Management
California
$239K +$8.79K +186 +4%
SEP
2473
Southland Equity Partners
Missouri
$239K +$239K +5,052 New
GA
2474
Geller Advisors
New York
$239K +$239K +5,031 New
PP
2475
Pegasus Partners
Wisconsin
$238K -$3.97K -84 -2%
97 98
99
100 101