We are live on ! Find out more
WMT icon

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
AAM
851
AR Asset Management
California
$3.26M
ECM
852
ExodusPoint Capital Management
New York
$3.26M -$7.39M -160,218 -67%
IGWM
853
ICA Group Wealth Management
Colorado
$3.26M +$263K +5,700 +9%
BOH
854
Bank of Hawaii
Hawaii
$3.25M -$10.2K -222 -0.3%
SAM
855
Strategy Asset Managers
California
$3.25M -$67.7K -1,467 -2%
EAMA
856
EFG Asset Management (Americas)
Florida
$3.25M +$3.68M +79,797 New
EWM
857
Evercore Wealth Management
New York
$3.24M -$108K -2,337 -3%
BFC
858
Blue Fin Capital
Rhode Island
$3.24M -$17.3K -375 -0.5%
IA
859
IFP Advisors
Florida
$3.24M
QIM
860
Quest Investment Management
Oregon
$3.23M
CA
861
Clearstead Advisors
Ohio
$3.23M +$226K +4,911 +7%
HCA
862
Horan Capital Advisors
Ohio
$3.23M +$28.5K +618 +0.8%
IFAM
863
Institutional & Family Asset Management
Colorado
$3.23M +$174K +3,783 +5%
WIA
864
World Investment Advisors
California
$3.22M +$45.5K +987 +1%
CS
865
Comerica Securities
Michigan
$3.2M -$237K -5,139 -6%
CWM
866
Cordatus Wealth Management
Pennsylvania
$3.2M +$1.65M +35,865 +83%
KLCM
867
KG&L Capital Management
Louisiana
$3.2M +$426K +9,243 +13%
FAP
868
Financial Advisory Partners
Florida
$3.2M +$118K +2,565 +3%
KCPG
869
Kavar Capital Partners Group
Kansas
$3.19M +$162K +3,513 +5%
RF
870
Robbins Farley
New Hampshire
$3.19M -$227K -4,914 -6%
NC
871
NovaPoint Capital
Georgia
$3.15M +$189K +4,101 +6%
AIP
872
Ameritas Investment Partners
Nebraska
$3.15M +$95.5K +2,070 +3%
PA
873
Profund Advisors
Maryland
$3.12M -$803K -17,406 -18%
AF
874
Arrow Financial
New York
$3.11M +$58.2K +1,263 +2%
RCM
875
Radnor Capital Management
Pennsylvania
$3.11M

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.