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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
CCMW
2576
Cypress Capital Management (Wyoming)
Wyoming
$14K
RBC
2577
Roble Belko & Company
Pennsylvania
$14K
SC
2578
Steph & Co
Wisconsin
$13K
TIM
2579
Tortoise Investment Management
New York
$13K
UIA
2580
Ulland Investment Advisors
Minnesota
$12K -$13.1K -285 -50%
ARIS
2581
Advanced Research Investment Solutions
California
$12K
Baillie Gifford & Co
2582
Baillie Gifford & Co
United Kingdom
$12K
BA
2583
Bellwether Advisors
Nebraska
$12K +$2.63K +57 +23%
CDIA
2584
Capital Directions Investment Advisors
Georgia
$10K
AWM
2585
Activest Wealth Management
Florida
$9K -$71.8K -1,557 -88%
TWP
2586
TFO Wealth Partners
Ohio
$9K +$10.4K +225 New
MS
2587
Mizuho Securities
Japan
$8K -$82.9K -1,797 -92%
HWM
2588
HighMark Wealth Management
Minnesota
$8K
IHWM
2589
Iron Horse Wealth Management
Iowa
$7K
PCH
2590
Polar Capital Holdings
United Kingdom
$6.6K +$7.51M +162,867 New
CM
2591
Cornerstone Management
Georgia
$6.08K
MIM
2592
Macroview Investment Management
Maryland
$6K -$28.1K -609 -80%
BCPWM
2593
Bradley & Co Private Wealth Management
Florida
$6K
BIA
2594
Bell Investment Advisors
California
$6K +$6.5K +141 New
BI
2595
Bramshill Investments
Florida
$6K +$6.5K +141 New
AWA
2596
Artemis Wealth Advisors
New York
$5.91K
IWP
2597
IAG Wealth Partners
Wisconsin
$5K -$12.5K -270 -67%
EAM
2598
Eukles Asset Management
Ohio
$5K
CP
2599
Castleview Partners
Texas
$4.91K -$954K -20,679 -95%
PP
2600
PFS Partners
New Jersey
$4.53K

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.