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
IWC
726
Integrated Wealth Concepts
Massachusetts
$5.2M -$49.3K -1,050 -1%
CG
727
Cutler Group
California
$5.2M +$2.13M +45,360 +76%
CWM
728
Cornerstone Wealth Management
Missouri
$5.19M +$57.3K +1,221 +1%
BAM
729
Belpointe Asset Management
Nevada
$5.17M -$284K -6,045 -5%
GIM
730
Grassi Investment Management
California
$5.17M
MNBTD
731
Moody National Bank Trust Division
Texas
$5.15M -$670K -14,271 -12%
CWG
732
Cornerstone Wealth Group
North Carolina
$5.05M +$791K +16,848 +20%
ST
733
Spinnaker Trust
Maine
$5.04M +$76.8K +1,635 +2%
AG
734
Ascent Group
Virginia
$5M +$910K +19,383 +24%
IC
735
IEQ Capital
California
$4.98M +$680K +14,475 +17%
WAS
736
Wesleyan Assurance Society
United Kingdom
$4.95M +$176K +3,750 +4%
GA
737
GFS Advisors
Texas
$4.92M +$232K +4,950 +5%
CRB
738
Chad R. Baker
$4.91M
PSUF
739
People's United Financial
Connecticut
$4.9M -$1.01M -21,504 -18%
Two Sigma Advisers
740
Two Sigma Advisers
New York
$4.9M +$3.55M +75,600 +327%
VWA
741
V Wealth Advisors
Kansas
$4.89M -$101K -2,154 -2%
CCM
742
Chickasaw Capital Management
Tennessee
$4.87M -$91.5K -1,950 -2%
GLA
743
Good Life Advisors
Pennsylvania
$4.86M +$93.5K +1,992 +2%
WS
744
Wedbush Securities
California
$4.85M -$1.01M -21,474 -17%
DAC
745
Dividend Assets Capital
South Carolina
$4.83M -$179K -3,810 -4%
SG
746
Stonnington Group
California
$4.8M +$1.73M +36,750 +65%
GEA
747
Glen Eagle Advisors
New Jersey
$4.8M +$112K +2,382 +3%
MCM
748
Murphy Capital Management
New Jersey
$4.79M +$101K +2,145 +2%
FCH
749
Freestone Capital Holdings
Washington
$4.78M +$458K +9,753 +11%
AWA
750
Arkadios Wealth Advisors
Georgia
$4.76M +$613K +13,050 +16%

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.