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Walmart Inc
WMT

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: 2,730 → 2,620 (-110)

18% less funds holding in top 10

Funds holding in top 10: 96 → 79 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$640M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$368M
3
JP Morgan Chase
JP Morgan Chase
New York
+$331M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$272M
5
Bessemer Group
Bessemer Group
New Jersey
+$251M

Top Sellers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
-$776M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$640M
3
AWA
Aaron Wealth Advisors
Illinois
-$443M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$370M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$364M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2676
Latitude Advisors
Florida
– -$591K -11,910 Closed
CI
2677
CPR Investments
Michigan
– -$589K -11,862 Closed
JWM
2678
Jackson Wealth Management
Florida
– -$580K -11,682 Closed
PCM
2679
Prelude Capital Management
New York
– -$493K -10,695 Closed
RPG
2680
Resource Planning Group
Georgia
– -$526K -10,596 Closed
TW
2681
Transform Wealth
Colorado
– -$525K -10,584 Closed
KA
2682
Kercheville Advisors
Texas
– -$520K -10,476 Closed
KCM
2683
Kathmere Capital Management
Pennsylvania
– -$514K -10,359 Closed
CCM
2684
CTC Capital Management
Illinois
– -$506K -10,200 Closed
TFA
2685
Trinity Financial Advisors
Ohio
– -$473K -9,528 Closed
GWM
2686
Gitterman Wealth Management
New Jersey
– -$468K -9,414 Closed
PP
2687
Paloma Partners
Connecticut
– -$460K -9,276 Closed
GPFA
2688
Game Plan Financial Advisors
Ohio
– -$453K -9,120 Closed
SSWM
2689
Smith Salley Wealth Management
North Carolina
– -$449K -9,039 Closed
MW
2690
MBL Wealth
North Carolina
– -$434K -8,751 Closed
SCA
2691
Stokes Capital Advisors
South Carolina
– -$425K -8,571 Closed
SMF
2692
Sterling Manor Financial
New York
– -$411K -8,277 Closed
BWM
2693
Bulltick Wealth Management
Florida
– -$407K -8,175 Closed
AR
2694
Apeiron RIA
Texas
– -$384K -7,356 Closed
PGWM
2695
Pitti Group Wealth Management
New York
– -$355K -7,161 Closed
GA
2696
Geller Advisors
New York
– -$338K -6,786 Closed
BIA
2697
Benchmark Investment Advisors
Illinois
– -$331K -6,675 Closed
OMC
2698
Old Mission Capital
Illinois
– -$328K -6,606 Closed
SLG
2699
Stanley-Laman Group
Pennsylvania
– -$327K -6,594 Closed
SHWM
2700
Silicon Hills Wealth Management
Texas
– -$326K -6,558 Closed
106 107
108
109 110

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.