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Walmart
WMT

Overview Fund Activity

2,606 hedge funds and large institutions have $105B invested in Walmart in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,121 increasing their positions, 1,074 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-111
Holders Change %
-4.09%
% of All Funds
44.06%
Holding in Top 10
78
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.89%
% of All Funds
1.32%
New
139
Increased
1,121
Reduced
1,074
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.33B
2
Vanguard Group
Vanguard Group
Pennsylvania
$15.6B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.62B
4
First Eagle Investment Management
First Eagle Investment Management
New York
$239M
5
Bessemer Group
Bessemer Group
New Jersey
$495M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$1.19B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$76.6M
3
AWA
Aaron Wealth Advisors
Illinois
$2.32M
4
CIAS
CFS Investment Advisory Services
New Jersey
$2.11M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
CQS
2651
Credential Qtrade Securities
– -$1.14M -22,920 Closed
CAN
2652
Claraphi Advisory Network
United States
– -$1.01M -20,274 Closed
NWMG
2653
National Wealth Management Group
Ohio
– -$989K -19,932 Closed
EC
2654
Estate Counselors
Wisconsin
– -$981K -19,776 Closed
CCM
2655
Compton Capital Management
Rhode Island
– -$948K -19,098 Closed
BCM
2656
Beck Capital Management
Texas
– -$896K -18,051 Closed
SFSG
2657
Sound Financial Strategies Group
Mississippi
– -$811K -16,332 Closed
OAM
2658
Oak Asset Management
California
– -$677K -13,641 Closed
QTM
2659
qPULA Trading Management
New York
– -$647K -13,026 Closed
TAM
2660
Trillium Asset Management
Massachusetts
– -$616K -12,408 Closed
JSW
2661
Journey Strategic Wealth
New Jersey
– -$592K -11,928 Closed
LA
2662
Latitude Advisors
Florida
– -$591K -11,910 Closed
CI
2663
CPR Investments
Michigan
– -$589K -11,862 Closed
JWM
2664
Jackson Wealth Management
Florida
– -$580K -11,682 Closed
PCM
2665
Prelude Capital Management
New York
– -$531K -10,695 Closed
RPG
2666
Resource Planning Group
Georgia
– -$526K -10,596 Closed
TW
2667
Transform Wealth
Colorado
– -$525K -10,584 Closed
KA
2668
Kercheville Advisors
Texas
– -$520K -10,476 Closed
KCM
2669
Kathmere Capital Management
Pennsylvania
– -$514K -10,359 Closed
CCM
2670
CTC Capital Management
Illinois
– -$506K -10,200 Closed
TFA
2671
Trinity Financial Advisors
Ohio
– -$473K -9,528 Closed
GWM
2672
Gitterman Wealth Management
New Jersey
– -$468K -9,414 Closed
PP
2673
Paloma Partners
Connecticut
– -$460K -9,276 Closed
GPFA
2674
Game Plan Financial Advisors
Ohio
– -$453K -9,120 Closed
SSWM
2675
Smith Salley Wealth Management
North Carolina
– -$449K -9,039 Closed
105 106
107
108 109