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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 %
ED
2701
Exane Derivatives
France
– -$265K -5,331 Closed
PFC
2702
Phocas Financial Corp
California
– -$264K -5,325 Closed
IF
2703
IRON Financial
Illinois
– -$260K -5,241 Closed
PFM
2704
Phillips Financial Management
Indiana
– -$253K -5,088 Closed
DTC
2705
Davidson Trust Company
Washington
– -$253K -5,088 Closed
AP
2706
Adero Partners
California
– -$252K -5,076 Closed
AWM
2707
Aprio Wealth Management
Georgia
– -$251K -5,061 Closed
RPSA
2708
Richard P. Slaughter Associates
Texas
– -$250K -5,037 Closed
LFG
2709
Lockerman Financial Group
California
– -$250K -5,028 Closed
PIN
2710
Prudent Investors Network
California
– -$249K -5,007 Closed
OCM
2711
Orser Capital Management
Texas
– -$248K -4,998 Closed
CT
2712
Columbia Trust
Oregon
– -$260K -4,962 Closed
LAS
2713
LWM Advisory Services
Florida
– -$248K -4,956 Closed
TCM
2714
Triumph Capital Management
Colorado
– -$246K -4,950 Closed
FA
2715
Financial Advisors
Massachusetts
– -$244K -4,923 Closed
FWM
2716
ForthRight Wealth Management
Georgia
– -$243K -4,905 Closed
BWA
2717
Bordeaux Wealth Advisors
California
– -$243K -4,896 Closed
PS
2718
Planned Solutions
California
– -$242K -4,884 Closed
PHIC
2719
Pine Haven Investment Counsel
Massachusetts
– -$242K -4,875 Closed
CTA
2720
Chesley Taft & Associates
Illinois
– -$248K -4,863 Closed
PCWA
2721
Pacific Capital Wealth Advisors
California
– -$241K -4,848 Closed
PP
2722
Pegasus Partners
Wisconsin
– -$240K -4,833 Closed
AC
2723
Avenir Corporation
Virginia
– -$239K -4,821 Closed
MAG
2724
Mokosak Advisory Group
Iowa
– -$239K -4,809 Closed
KM
2725
Kalos Management
Georgia
– -$235K -4,803 Closed
107 108
109
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