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Walmart Inc

2,620 hedge funds and large institutions have $106B invested in Walmart Inc in 2022 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 1,126 increasing their positions, 1,081 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $2.52B | Put options by funds: $2.33B

4% more repeat investments, than reductions

Existing positions increased: 1,126 | Existing positions reduced: 1,081

1.48% less ownership

Funds ownership: 97.06%95.58% (-1.5%)

4% less funds holding

Funds holding: 2,7302,620 (-110)

18% less funds holding in top 10

Funds holding in top 10: 9679 (-17)

20% less capital invested

Capital invested by funds: $131B → $106B (-$25.9B)

34% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 213

Holders
2,620
Holders Change
-110
Holders Change %
-4.03%
% of All Funds
44.13%
Holding in Top 10
79
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.71%
% of All Funds
1.33%
New
140
Increased
1,126
Reduced
1,081
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
2476
Pacific Center for Financial Services
California
$117K +$110K +2,376 +469%
MWA
2477
Miller Wealth Advisors
Colorado
$115K
RG
2478
Retirement Group
California
$115K +$2.77K +60 +2%
CCA
2479
Column Capital Advisors
Indiana
$112K
SC
2480
Seldon Capital
California
$112K
CWM
2481
CarsonAllaria Wealth Management
Illinois
$112K +$830 +18 +0.7%
CWM
2482
Curi Wealth Management
North Carolina
$112K +$115K +2,487 +911%
CWAF
2483
Core Wealth Advisors (Florida)
Florida
$109K -$8.16K -177 -6%
BCM
2484
Blume Capital Management
California
$109K
SC
2485
Schubert & Co
Texas
$108K +$18.7K +405 +18%
FWA
2486
FSC Wealth Advisors
New York
$107K -$415 -9 -0.3%
WAM
2487
WFA Asset Management
Wisconsin
$102K +$2.35K +51 +2%
AW
2488
Avion Wealth
Texas
$102K -$23.8K -516 -17%
HR
2489
Howe & Rusling
New York
$101K -$11.5K -249 -9%
CWM
2490
Cranbrook Wealth Management
Michigan
$96K +$138 +3 +0.1%
LWP
2491
Laurel Wealth Planning
Minnesota
$95K -$6.64K -144 -6%
PP
2492
PrairieView Partners
Minnesota
$94K +$14K +303 +15%
BFG
2493
Baron Financial Group
New Jersey
$93K
AWM
2494
AllSquare Wealth Management
New York
$90K
KLWA
2495
Kelly Lawrence W & Associates
California
$90K
MAWCM
2496
Mine & Arao Wealth Creation & Management
California
$90K +$14.1K +306 +16%
EIP
2497
Ellis Investment Partners
Pennsylvania
$89K +$277 +6 +0.3%
FFA
2498
Fairfield Financial Advisors
Massachusetts
$88.6K
WIM
2499
Westside Investment Management
California
$86.7K +$415 +9 +0.1%
SFA
2500
Semmax Financial Advisors
North Carolina
$85K -$73.6K -1,596 -45%

WMT Hedge Fund Activity: Q2 2022 in Review

2,620 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2022, worth a combined $106B — down 20% from $131B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of WMT and 140 opened new positions — a net loss of 73 holders — while 1,081 trimmed existing stakes and 1,126 added.

The largest buyer was Morgan Stanley, adding an estimated $640M. The largest seller was GQG Partners, cutting an estimated $776M.

  • 2,620 institutional investors held Walmart Inc (WMT) as of Q2 2022, down from 2,730 in Q1 2022.
  • Funds reported $106B of Walmart Inc stock for Q2 2022, down 20% quarter-over-quarter.
  • 140 funds opened new Walmart Inc positions in Q2 2022 and 213 closed out, a net change of -73 holders.
  • The largest Walmart Inc buyer in Q2 2022 was Morgan Stanley, an estimated $640M added.
  • The largest Walmart Inc seller in Q2 2022 was GQG Partners, an estimated $776M sold.

Based on aggregated 13F filings for Q2 2022.