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Walmart Inc

2,730 hedge funds and large institutions have $131B invested in Walmart Inc in 2022 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,186 increasing their positions, 1,041 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more funds holding in top 10

Funds holding in top 10: 7696 (+20)

22% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 152

14% more repeat investments, than reductions

Existing positions increased: 1,186 | Existing positions reduced: 1,041

1.53% more ownership

Funds ownership: 95.53%97.06% (+1.5%)

8% more call options, than puts

Call options by funds: $3.13B | Put options by funds: $2.9B

4% more capital invested

Capital invested by funds: $127B → $131B (+$4.96B)

0% more funds holding

Funds holding: 2,7302,730 (0)

Holders
2,730
Holders Change
Holders Change %
0%
% of All Funds
43.05%
Holding in Top 10
96
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+26.32%
% of All Funds
1.51%
New
186
Increased
1,186
Reduced
1,041
Closed
152
Calls
$3.13B
Puts
$2.9B
Net Calls
+$230M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
2851
Meridian Wealth Partners
Pennsylvania
-$201K -4,164 Closed
SAS
2852
Stelac Advisory Services
New York
-$130K -2,691 Closed
KCM
2853
KRS Capital Management
Michigan
-$125K -2,610 Closed
SFPG
2854
Stonebridge Financial Planning Group
Florida
-$115K -2,508 Closed
TLFA
2855
True Link Financial Advisors
California
-$121K -2,502 Closed
EPM
2856
Equitec Proprietary Markets
Illinois
-$119K -2,469 Closed
MTWM
2857
Masso Torrence Wealth Management
New Jersey
-$102K -2,121 Closed
LFG
2858
Leverty Financial Group
Wisconsin
-$97K -2,019 Closed
CSWM
2859
Cassady Schiller Wealth Management
Ohio
-$74K -1,527 Closed
RIA
2860
Richwood Investment Advisors
Ohio
-$72K -1,500 Closed
NWM
2861
Navigation Wealth Management
Colorado
-$69K -1,434 Closed
RI
2862
Rinkey Investments
California
-$64K -1,350 Closed
AHIA
2863
Andrew Hill Investment Advisors
Florida
-$63K -1,323 Closed
HNWA
2864
Henrickson Nauta Wealth Advisors
Michigan
-$44K -945 Closed
CF
2865
Concorde Financial
Texas
-$37K -777 Closed
JRFS
2866
James Reed Financial Services
Ohio
-$35K -723 Closed
IAG
2867
Investmark Advisory Group
Connecticut
-$28K -600 Closed
SMFG
2868
Sumitomo Mitsui Financial Group
Japan
-$28K -591 Closed
EWM
2869
Elmwood Wealth Management
California
-$22K -462 Closed
NC
2870
NewSquare Capital
Pennsylvania
-$18K -381 Closed
MG
2871
MilWealth Group
Wisconsin
-$16.4K -339 Closed
FFG
2872
Ford Financial Group
California
-$15 -330 Closed
BC
2873
Barnett & Company
Tennessee
-$9K -180 Closed
KC
2874
Knuff & Co
California
-$7K -150 Closed
RWA
2875
RGT Wealth Advisors
Texas
-$7K -150 Closed

WMT Hedge Fund Activity: Q1 2022 in Review

2,730 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2022, worth a combined $131B — up 3.9% from $127B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new WMT positions and 152 closed out — a net gain of 34 holders — while 1,186 added to existing stakes and 1,041 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.46B. The largest seller was Fisher Asset Management, cutting an estimated $634M.

  • 2,730 institutional investors held Walmart Inc (WMT) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $131B of Walmart Inc stock for Q1 2022, up 3.9% quarter-over-quarter.
  • 186 funds opened new Walmart Inc positions in Q1 2022 and 152 closed out, a net change of +34 holders.
  • The largest Walmart Inc buyer in Q1 2022 was T. Rowe Price Associates, an estimated $1.46B added.
  • The largest Walmart Inc seller in Q1 2022 was Fisher Asset Management, an estimated $634M sold.

Based on aggregated 13F filings for Q1 2022.