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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
+$563M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$239M
5
Bessemer Group
Bessemer Group
New Jersey
+$220M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$683M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$563M
3
AWA
Aaron Wealth Advisors
Illinois
-$390M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$325M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
2726
Noesis Capital Mangement
Florida
– -$236K -4,758 Closed
OAM
2727
Oberweis Asset Management
Illinois
– -$236K -4,746 Closed
GA
2728
Gateway Advisory
New Jersey
– -$235K -4,734 Closed
BIA
2729
Barry Investment Advisors
Massachusetts
– -$234K -4,707 Closed
RRA
2730
Round Rock Advisors
Connecticut
– -$233K -4,695 Closed
PA
2731
Parkside Advisors
California
– -$234K -4,686 Closed
FCM
2732
Firestone Capital Management
Florida
– -$233K -4,686 Closed
MAM
2733
Madison Asset Management
Wisconsin
– -$231K -4,659 Closed
BCB
2734
Brian C. Broderick
– -$231K -4,650 Closed
PWA
2735
PCG Wealth Advisors
Kansas
– -$231K -4,644 Closed
OBWG
2736
Onyx Bridge Wealth Group
New York
– -$238K -4,632 Closed
HKIMG
2737
Hutchens & Kramer Investment Management Group
Indiana
– -$233K -4,626 Closed
LWM
2738
Lyell Wealth Management
California
– -$230K -4,626 Closed
PSP
2739
Principal Street Partners
Tennessee
– -$229K -4,620 Closed
MMM
2740
Mendel Money Management
Illinois
– -$229K -4,611 Closed
AWP
2741
Abacus Wealth Partners
California
– -$229K -4,608 Closed
LI
2742
Lafayette Investments
Maryland
– -$228K -4,602 Closed
LIM
2743
Loudon Investment Management
New Hampshire
– -$228K -4,590 Closed
SFP
2744
Sandbox Financial Partners
Maryland
– -$227K -4,575 Closed
AF
2745
Affiance Financial
Minnesota
– -$226K -4,557 Closed
PTC
2746
Philadelphia Trust Company
Pennsylvania
– -$225K -4,542 Closed
BCMO
2747
Buckingham Capital Management (Ohio)
Ohio
– -$226K -4,542 Closed
LCM
2748
Leisure Capital Management
California
– -$224K -4,521 Closed
APWA
2749
Atlas Private Wealth Advisors
New Jersey
– -$223K -4,503 Closed
EGWAG
2750
Elwood & Goetz Wealth Advisory Group
Georgia
– -$221K -4,461 Closed
108 109
110
111 112