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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
AWM
2601
AllSquare Wealth Management
New York
$110K
KLWA
2602
Kelly Lawrence W & Associates
California
$110K
FFA
2603
Fairfield Financial Advisors
Massachusetts
$109K +$103K +2,187 New
EIP
2604
Ellis Investment Partners
Pennsylvania
$108K +$141 +3 +0.1%
GC
2605
Garde Capital
Washington
$105K -$16.5K -351 -14%
CFN
2606
Cordasco Financial Network
Florida
$104K
EARNEST Partners
2607
EARNEST Partners
Georgia
$102K
PP
2608
PrairieView Partners
Minnesota
$100K
JWM
2609
Jupiter Wealth Management
Colorado
$100K +$95.1K +2,025 New
SPWM
2610
Spartan Planning & Wealth Management
North Carolina
$99K +$93.5K +1,992 New
MS
2611
Mizuho Securities
Japan
$97K -$28.2K -600 -23%
Macquarie Group
2612
Macquarie Group
Australia
$95.9K -$24.8M -528,291 -21%
MAWCM
2613
Mine & Arao Wealth Creation & Management
California
$95K
TFO
2614
Tarbox Family Office
California
$92K -$35.5K -756 -29%
MWM
2615
Mascoma Wealth Management
New Hampshire
$91K
PCTC
2616
Perkins Coie Trust Company
Washington
$89K
PWC
2617
PYA Waltman Capital
Tennessee
$89K
BLC
2618
Brown, Lisle/Cummings
Rhode Island
$88.2K
AWM
2619
Activest Wealth Management
Florida
$88K +$64.1K +1,365 +332%
CWA
2620
Carolina Wealth Advisors
South Carolina
$85K +$4.22K +90 +6%
AA
2621
AlphaMark Advisors
Kentucky
$83K
CMA
2622
Cedar Mountain Advisors
Oregon
$83K
LPWM
2623
Lake Point Wealth Management
Texas
$83K +$7.04K +150 +10%
BCM
2624
Bourgeon Capital Management
Connecticut
$80K -$6.48K -138 -8%
BHWM
2625
Bay Harbor Wealth Management
Maryland
$79K

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.