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Walmart
WMT

Overview Fund Activity

2,606 hedge funds and large institutions have $105B invested in Walmart in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,121 increasing their positions, 1,074 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-111
Holders Change %
-4.09%
% of All Funds
44.06%
Holding in Top 10
78
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.89%
% of All Funds
1.32%
New
139
Increased
1,121
Reduced
1,074
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$563M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$239M
5
Bessemer Group
Bessemer Group
New Jersey
+$220M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$683M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$563M
3
AWA
Aaron Wealth Advisors
Illinois
-$390M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$325M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
851
Evercore Wealth Management
New York
$3.24M -$94.7K -2,337 -3%
BFC
852
Blue Fin Capital
Rhode Island
$3.24M -$15.2K -375 -0.5%
IA
853
IFP Advisors
Florida
$3.24M – – –
QIM
854
Quest Investment Management
Oregon
$3.23M – – –
CA
855
Clearstead Advisors
Ohio
$3.23M +$199K +4,911 +7%
HCA
856
Horan Capital Advisors
Ohio
$3.23M +$25K +618 +0.8%
IFAM
857
Institutional & Family Asset Management
Colorado
$3.23M +$153K +3,783 +5%
WIA
858
World Investment Advisors
California
$3.22M +$42.9K +987 +1%
CS
859
Comerica Securities
Michigan
$3.2M -$208K -5,139 -6%
CWM
860
Cordatus Wealth Management
Pennsylvania
$3.2M +$1.45M +35,865 +83%
KLCM
861
KG&L Capital Management
Louisiana
$3.2M +$375K +9,243 +13%
FAP
862
Financial Advisory Partners
Florida
$3.2M +$104K +2,565 +3%
KCPG
863
Kavar Capital Partners Group
Kansas
$3.19M +$142K +3,513 +5%
RF
864
Robbins Farley
New Hampshire
$3.19M -$199K -4,914 -6%
NC
865
NovaPoint Capital
Georgia
$3.16M +$166K +4,101 +6%
AIP
866
Ameritas Investment Partners
Nebraska
$3.15M +$83.8K +2,070 +3%
PA
867
Profund Advisors
Maryland
$3.12M -$705K -17,406 -18%
AF
868
Arrow Financial
New York
$3.11M +$51.2K +1,263 +2%
RCM
869
Radnor Capital Management
Pennsylvania
$3.11M – – –
JSL
870
JT Stratford LLC
Georgia
$3.1M +$123K +3,042 +4%
DIS
871
Diversified Investment Strategies
Louisiana
$3.1M +$215K +5,295 +7%
SWA
872
Stratos Wealth Advisors
Ohio
$3.09M -$24.2K -597 -0.8%
DGAM
873
Desjardins Global Asset Management
Quebec, Canada
$3.08M -$2.08M -51,447 -40%
WFG
874
Wills Financial Group
Virginia
$3.06M -$167K -4,125 -5%
LNC
875
Lincoln National Corp
Pennsylvania
$3.06M -$41K -1,011 -1%
33 34
35
36 37