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
KCPG
876
Kavar Capital Partners Group
Kansas
$3.73M +$162K +3,450 +5%
LG
877
LaFleur & Godfrey
Michigan
$3.73M +$21.8K +465 +0.6%
CI
878
Centerstone Investors
New York
$3.72M +$3.52M +75,000 New
CA
879
Clearstead Advisors
Ohio
$3.72M +$116K +2,475 +3%
BA
880
Birinyi Associates
Connecticut
$3.69M
TLP
881
Trinity Legacy Partners
Texas
$3.69M +$254K +5,415 +8%
HWAM
882
Hennion & Walsh Asset Management
New Jersey
$3.69M +$272K +5,799 +8%
ONB
883
Old National Bancorp
Indiana
$3.68M +$1.56M +33,180 +81%
HGERS
884
Householder Group Estate & Retirement Specialist
Arizona
$3.67M +$40.6K +864 +1%
SFG
885
SevenBridge Financial Group
Pennsylvania
$3.66M -$60.3K -1,284 -2%
NC
886
NovaPoint Capital
Georgia
$3.66M +$165K +3,510 +5%
FF
887
FourThought Financial
Florida
$3.65M -$6.66M -141,948 -66%
SFG
888
Snider Financial Group
Washington
$3.65M +$14.5K +309 +0.4%
JSL
889
JT Stratford LLC
Georgia
$3.65M -$134K -2,850 -4%
BCM
890
Bayesian Capital Management
New York
$3.65M +$1.82M +38,700 +111%
PAM
891
Peninsula Asset Management
Florida
$3.65M -$2.82K -60 -0.1%
SVWAG
892
Sound View Wealth Advisors Group
Georgia
$3.65M +$183K +3,891 +6%
SW
893
SteelPeak Wealth
California
$3.65M -$33K -702 -0.9%
WIA
894
World Investment Advisors
California
$3.64M -$70.4K -1,500 -2%
HCM
895
Hutner Capital Management
Vermont
$3.62M +$20.4K +435 +0.6%
KA
896
Keene & Associates
Texas
$3.62M +$347K +7,398 +11%
LM
897
Lincluden Management
Ontario, Canada
$3.61M -$52.1K -1,110 -2%
FCMT
898
Founders Capital Management (Texas)
Texas
$3.61M
TPA
899
Trivium Point Advisory
Connecticut
$3.61M +$38K +810 +1%
RCA
900
Riverview Capital Advisers
Massachusetts
$3.61M +$7.75K +165 +0.2%

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.