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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
MYLI
951
Meiji Yasuda Life Insurance
Japan
$3.25M +$280K +5,961 +10%
1WA
952
180 Wealth Advisors
Washington
$3.24M +$134K +2,862 +5%
IA
953
IFP Advisors
Florida
$3.24M +$3.11M +66,321 +103%
TVWM
954
Tower View Wealth Management
Wisconsin
$3.23M -$53.2K -1,134 -2%
PAM
955
Palisade Asset Management
Minnesota
$3.23M -$54.6K -1,164 -2%
NF
956
Nvest Financial
New Hampshire
$3.23M +$3.05M +65,049 New
IHL
957
Investment House LLC
California
$3.22M +$152K +3,240 +5%
HCM
958
HM Capital Management
Missouri
$3.22M -$61.7K -1,314 -2%
SC
959
Savant Capital
Illinois
$3.2M -$55.2K -1,176 -2%
1SB
960
1ST Source Bank
Indiana
$3.19M +$20K +426 +0.7%
SA
961
SRN Advisors
Pennsylvania
$3.16M -$579K -12,330 -16%
HSA
962
HBK Sorce Advisory
Pennsylvania
$3.15M -$637K -13,560 -18%
AUB
963
Atlantic Union Bankshares
Virginia
$3.15M +$324K +6,897 +12%
WWA
964
WC Walker & Associates
California
$3.15M +$66.2K +1,410 +2%
WA
965
Waddell & Associates
Tennessee
$3.14M +$83.2K +1,773 +3%
BWM
966
BerganKDV Wealth Management
Minnesota
$3.14M -$35.1K -747 -1%
CWM
967
C2C Wealth Management
Arizona
$3.14M -$394K -8,394 -12%
FFM
968
Forum Financial Management
Illinois
$3.14M -$91.1K -1,941 -3%
BP
969
Ballentine Partners
Massachusetts
$3.14M +$281K +5,976 +10%
GVAG
970
Great Valley Advisor Group
Delaware
$3.14M +$133K +2,823 +5%
CCT
971
Chemung Canal Trust
New York
$3.13M -$149K -3,165 -5%
BFA
972
Benedict Financial Advisors
Georgia
$3.13M -$2.39K -51 -0.1%
VRM
973
Vectors Research Management
New York
$3.13M -$2.79M -59,451 -49%
WG
974
Winton Group
United Kingdom
$3.13M -$2.59M -55,131 -47%
GIA
975
Gladstone Institutional Advisory
Florida
$3.13M -$1.48M -31,542 -33%

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.