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Walmart Inc

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: 2,7302,620 (-110)

18% less funds holding in top 10

Funds holding in top 10: 9679 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MA
2801
Modus Advisors
Minnesota
-$206K -4,155 Closed
WA
2802
Wealthstream Advisors
New York
-$206K -4,146 Closed
AWM
2803
Avaii Wealth Management
Wisconsin
-$205K -4,140 Closed
BA
2804
Bridge Advisory
California
-$205K -4,131 Closed
FNC
2805
First National Corp
Massachusetts
-$205K -4,122 Closed
SFG
2806
SNS Financial Group
Minnesota
-$204K -4,110 Closed
CC
2807
Cypress Capital
Tennessee
-$204K -4,107 Closed
VW
2808
Vance Wealth
California
-$203K -4,098 Closed
CSIA
2809
Charles Schwab Investment Advisory
California
-$203K -4,086 Closed
RCA
2810
Resonant Capital Advisors
Wisconsin
-$205K -4,059 Closed
SIC
2811
Shoker Investment Counsel
Ohio
-$201K -4,059 Closed
W
2812
WorthPointe
California
-$201K -4,056 Closed
FFWM
2813
Future Financial Wealth Management
Ohio
-$176K -3,540 Closed
GC
2814
Garde Capital
Washington
-$105K -2,109 Closed
JWM
2815
Jupiter Wealth Management
Colorado
-$100K -2,025 Closed
SPWM
2816
Spartan Planning & Wealth Management
North Carolina
-$99K -1,992 Closed
TFO
2817
Tarbox Family Office
California
-$92K -1,860 Closed
SQA
2818
Simon Quick Advisors
New Jersey
-$75K -1,506 Closed
LAS
2819
Lloyd Advisory Services
Georgia
-$62K -1,239 Closed
FFA
2820
Freedman Financial Associates
Massachusetts
-$53K -1,050 Closed
MSE
2821
MUFG Securities EMEA
United Kingdom
-$50K -999 Closed
PCOC
2822
Power Corp of Canada
Canada
-$44K -894 Closed
GIA
2823
Goodwin Investment Advisory
Georgia
-$35K -714 Closed
LD
2824
Lipe & Dalton
New York
-$33K -660 Closed
CSIA
2825
Conrad Siegel Investment Advisors
Pennsylvania
-$27K -540 Closed

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.