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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
TSWM
2576
Tyler-Stone Wealth Management
Ohio
$157K +$2.82K +60 +2%
AG
2577
AIA Group
Hong Kong
$156K +$35.4K +753 +31%
NR
2578
Newfound Research
Massachusetts
$155K +$141 +3 +0.1%
AW
2579
Avion Wealth
Texas
$150K +$5.63K +120 +4%
TCWA
2580
Ten Capital Wealth Advisors
Washington
$145K +$60.6K +1,290 +79%
CWAF
2581
Core Wealth Advisors (Florida)
Florida
$142K -$10.6K -225 -7%
MWA
2582
Miller Wealth Advisors
Colorado
$140K
RG
2583
Retirement Group
California
$138K +$3.66K +78 +3%
CCA
2584
Column Capital Advisors
Indiana
$138K +$45.8K +975 +54%
SC
2585
Seldon Capital
California
$137K
CWM
2586
CarsonAllaria Wealth Management
Illinois
$137K +$24.6K +525 +24%
HR
2587
Howe & Rusling
New York
$136K +$17K +363 +15%
DWP
2588
Destiny Wealth Partners
Florida
$136K +$38.5K +819 +43%
WIM
2589
Westside Investment Management
California
$135K +$11.3K +240 +3%
BCM
2590
Blume Capital Management
California
$134K
FWA
2591
FSC Wealth Advisors
New York
$131K
Cohen & Steers
2592
Cohen & Steers
New York
$127K
LWP
2593
Laurel Wealth Planning
Minnesota
$124K +$56.3K +1,200 +93%
WAM
2594
WFA Asset Management
Wisconsin
$123K +$423 +9 +0.4%
AWM
2595
Accel Wealth Management
Iowa
$121K -$35.1K -747 -24%
RDIA
2596
RE Dickinson Investment Advisors
Iowa
$120K
CWM
2597
Cranbrook Wealth Management
Michigan
$118K +$10.6K +225 +10%
WB
2598
West Bancorporation
Iowa
$117K -$4.22K -90 -4%
BFG
2599
Baron Financial Group
New Jersey
$114K
SC
2600
Schubert & Co
Texas
$111K +$14.1K +300 +15%

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.