We are live on ! Find out more
WMT icon

Walmart Inc

2,730 hedge funds and large institutions have $131B invested in Walmart Inc in 2022 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,186 increasing their positions, 1,041 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more funds holding in top 10

Funds holding in top 10: 7696 (+20)

22% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 152

14% more repeat investments, than reductions

Existing positions increased: 1,186 | Existing positions reduced: 1,041

1.53% more ownership

Funds ownership: 95.53%97.06% (+1.5%)

8% more call options, than puts

Call options by funds: $3.13B | Put options by funds: $2.9B

4% more capital invested

Capital invested by funds: $127B → $131B (+$4.96B)

0% more funds holding

Funds holding: 2,7302,730 (0)

Holders
2,730
Holders Change
Holders Change %
0%
% of All Funds
43.05%
Holding in Top 10
96
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+26.32%
% of All Funds
1.51%
New
186
Increased
1,186
Reduced
1,041
Closed
152
Calls
$3.13B
Puts
$2.9B
Net Calls
+$230M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2501
CenterStar Asset Management
Illinois
$221K
FFA
2502
Fi3 Financial Advisors
Indiana
$221K +$209K +4,446 New
ES
2503
Eagle Strategies
New York
$221K +$209K +4,449 New
EGWAG
2504
Elwood & Goetz Wealth Advisory Group
Georgia
$221K +$209K +4,461 New
WGAM
2505
Wilkinson Global Asset Management
New York
$220K
WMS
2506
Wealth Management Solutions
Pennsylvania
$220K +$1.41K +30 +0.7%
NEPPG
2507
New England Professional Planning Group
Rhode Island
$219K -$2.25K -48 -1%
NPT
2508
Nixon Peabody Trust
Massachusetts
$218K -$124K -2,649 -38%
EL
2509
EMFO LLC
Florida
$218K
HKAM
2510
Horizon Kinetics Asset Management
New York
$217K
SIC
2511
Sigma Investment Counselors
Michigan
$217K
CMS
2512
Capital Market Strategies
Florida
$217K +$1.69K +36 +0.8%
RIG
2513
Roosevelt Investment Group
New York
$216K -$25.2K -537 -11%
ACA
2514
Affinity Capital Advisors
California
$216K -$13.2K -282 -6%
BIC
2515
Beach Investment Counsel
Pennsylvania
$216K
CCFM
2516
Clear Creek Financial Management
Washington
$216K +$141 +3 +0.1%
ODIJL
2517
One Day In July LLC
Vermont
$216K +$204K +4,344 New
GSC
2518
Ground Swell Capital
South Carolina
$215K +$203K +4,332 New
OL
2519
Optas LLC
Texas
$214K -$6.06K -129 -3%
SL
2520
Summitry LLC
California
$214K +$5.92K +126 +3%
SF
2521
Safeguard Financial
Wisconsin
$214K +$202K +4,308 New
DU
2522
Delphia (USA)
Ontario, Canada
$214K +$203K +4,317 New
HWA
2523
HHM Wealth Advisors
Tennessee
$213K -$29.2K -621 -13%
SFG
2524
Sovereign Financial Group
Connecticut
$213K -$16.8K -357 -8%
CIS
2525
Connors Investor Services
Pennsylvania
$213K +$202K +4,293 New

WMT Hedge Fund Activity: Q1 2022 in Review

2,730 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2022, worth a combined $131B — up 3.9% from $127B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new WMT positions and 152 closed out — a net gain of 34 holders — while 1,186 added to existing stakes and 1,041 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.46B. The largest seller was Fisher Asset Management, cutting an estimated $634M.

  • 2,730 institutional investors held Walmart Inc (WMT) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $131B of Walmart Inc stock for Q1 2022, up 3.9% quarter-over-quarter.
  • 186 funds opened new Walmart Inc positions in Q1 2022 and 152 closed out, a net change of +34 holders.
  • The largest Walmart Inc buyer in Q1 2022 was T. Rowe Price Associates, an estimated $1.46B added.
  • The largest Walmart Inc seller in Q1 2022 was Fisher Asset Management, an estimated $634M sold.

Based on aggregated 13F filings for Q1 2022.