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
ACA
526
Aptus Capital Advisors
Alabama
$8.95M +$2.53M +53,802 +43%
PP
527
Patten & Patten
Tennessee
$8.93M +$112K +2,376 +1%
GFG
528
Greystone Financial Group
Michigan
$8.89M +$415K +8,838 +5%
BS
529
Banco Santander
Spain
$8.89M -$2.27M -48,339 -21%
PI
530
Parkside Investments
Illinois
$8.88M +$838K +17,850 +11%
TF
531
TRH Financial
Iowa
$8.88M +$1.37M +29,157 +19%
FVWA
532
Foster Victor Wealth Advisors
South Carolina
$8.85M +$1.2M +25,608 +18%
LPT
533
Legacy Private Trust
Wisconsin
$8.81M -$117K -2,496 -1%
FAB
534
First American Bank
Illinois
$8.81M +$214K +4,560 +3%
CB
535
Cadence Bank
Mississippi
$8.81M -$37.2K -792 -0.4%
VF
536
Vest Financial
Virginia
$8.8M +$1.86M +39,708 +29%
OHIS
537
Oak Harvest Investment Services
Texas
$8.79M +$704K +14,988 +9%
LG
538
Leuthold Group
Minnesota
$8.69M -$30.8K -657 -0.4%
BCV
539
Banque Cantonale Vaudoise
Switzerland
$8.67M +$1.31M +27,966 +19%
CA
540
Cetera Advisors
Colorado
$8.66M -$208K -4,440 -2%
BC
541
Burney Company
Virginia
$8.65M -$88.4K -1,884 -1%
TSW
542
Thompson Siegel & Walmsley
Virginia
$8.64M -$522K -11,124 -6%
M
543
MOTCO
Texas
$8.64M +$122K +2,598 +2%
RWP
544
RWA Wealth Partners
Massachusetts
$8.5M +$494K +10,518 +7%
MPM
545
Meritage Portfolio Management
Kansas
$8.48M +$101K +2,154 +1%
FM
546
Freemont Management
Switzerland
$8.43M +$7.97M +169,800 New
PGIM
547
Pacific Global Investment Management
California
$8.36M +$199K +4,242 +3%
WP
548
Woodline Partners
California
$8.33M +$7.88M +167,826 New
AWM
549
Avitas Wealth Management
California
$8.24M +$126K +2,691 +2%
VPIM
550
Vanguard Personalized Indexing Management
California
$8.23M +$2.38M +50,673 +44%

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.