We are live on ! Find out more
WMT icon

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
WSTAM
401
Wilbanks Smith & Thomas Asset Management
Virginia
$13.6M +$4.89M +104,223 +64%
KRS
402
Kentucky Retirement Systems
Kentucky
$13.4M +$261K +5,565 +2%
WB
403
WesBanco Bank
West Virginia
$13.4M -$69.9K -1,488 -0.5%
SCA
404
Stillwater Capital Advisors
Pennsylvania
$13.4M -$123K -2,616 -1%
FTC
405
Farmers Trust Company
Ohio
$13.4M +$1.67M +35,562 +15%
Wealthfront Advisers
406
Wealthfront Advisers
California
$13.3M -$1.46M -30,993 -10%
MC
407
Moors & Cabot
Massachusetts
$13.3M -$238K -5,064 -2%
GCAC
408
Guardian Capital Advisors (Canada)
Ontario, Canada
$13.3M -$1.32M -28,191 -10%
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$13.3M +$1.81M +38,568 +17%
Citadel Advisors
410
Citadel Advisors
Florida
$13.3M -$278M -5,931,117 -96%
SGA
411
Strategic Global Advisors
California
$13.1M +$590K +12,558 +5%
CA
412
CSM Advisors
Pennsylvania
$13.1M -$2.17M -46,320 -15%
CIC
413
Cutler Investment Counsel
Oregon
$13.1M +$348K +7,410 +3%
VWM
414
Venturi Wealth Management
Texas
$13M +$591K +12,588 +5%
ETC
415
Exchange Traded Concepts
Oklahoma
$13M +$455K +9,693 +4%
MLICM
416
Metropolitan Life Insurance Company (MetLife)
New York
$13M -$10.6M -226,590 -46%
AI
417
Atria Investments
North Carolina
$13M +$695K +14,808 +6%
LI
418
LMCG Investments
Massachusetts
$13M +$12.3M +261,009 New
Dodge & Cox
419
Dodge & Cox
California
$12.9M -$255K -5,427 -2%
DBT
420
Dubuque Bank & Trust
Iowa
$12.8M -$71.7K -1,527 -0.6%
BFA
421
Bragg Financial Advisors
North Carolina
$12.8M +$544K +11,595 +5%
FNBOO
422
First National Bank of Omaha
Nebraska
$12.8M +$2.02M +43,101 +20%
BCM
423
Brookstone Capital Management
Illinois
$12.8M -$1.26M -26,904 -10%
SFA
424
Sequoia Financial Advisors
Ohio
$12.8M +$5.86M +124,719 +94%
EWM
425
Edge Wealth Management
New York
$12.7M +$229K +4,872 +2%

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.