We are live on ! Find out more
WMT icon

Walmart Inc
WMT

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: 76 → 96 (+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: 2,730 → 2,730 (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

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.46B
2
GQG Partners
GQG Partners
Florida
+$705M
3
Ameriprise
Ameriprise
Minnesota
+$492M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$456M
5
AWA
Aaron Wealth Advisors
Illinois
+$451M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$634M
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$549M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$284M
4
Citadel Advisors
Citadel Advisors
Florida
-$278M
5
Jane Street
Jane Street
New York
-$267M
Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
1001
World Equity Group
Illinois
$2.95M +$2.79M +59,505 New
DWA
1002
Douglass Winthrop Advisors
New York
$2.95M -$27.6K -588 -1%
PA
1003
Procyon Advisors
Connecticut
$2.94M +$176K +3,756 +7%
GAMC
1004
Garner Asset Management Corp
Texas
$2.94M +$14.6K +312 +0.5%
KA
1005
Kovack Advisors
Florida
$2.93M -$528K -11,253 -16%
SAM
1006
Sompo Asset Management
Japan
$2.93M -$60.6K -1,290 -2%
CFM
1007
Capricorn Fund Managers
United Kingdom
$2.92M -$31.7K -675 -1%
GP
1008
Girard Partners
Pennsylvania
$2.92M +$111K +2,370 +4%
NERM
1009
New England Research & Management
Illinois
$2.91M -$1.11M -23,682 -29%
TCM
1010
Twin Capital Management
Pennsylvania
$2.91M -$1.77M -37,773 -39%
B
1011
Bensler
Washington
$2.9M +$61.7K +1,314 +2%
TC
1012
Telemus Capital
Michigan
$2.9M +$65.1K +1,386 +2%
MG
1013
Mather Group
Illinois
$2.9M +$385K +8,208 +16%
MFWM
1014
Motley Fool Wealth Management
Virginia
$2.9M +$573K +12,198 +26%
SLI
1015
Sumitomo Life Insurance
Japan
$2.89M -$43.9K -936 -2%
SFO
1016
Stokes Family Office
Louisiana
$2.89M +$244K +5,208 +10%
BCCM
1017
Bridge Creek Capital Management
Massachusetts
$2.89M +$832K +17,715 +44%
AWA
1018
Arete Wealth Advisors
Illinois
$2.87M +$105K +2,226 +4%
ETI
1019
Enterprise Trust & Investment
California
$2.85M -$162K -3,450 -6%
HW
1020
Hancock Whitney
Mississippi
$2.85M -$50.1K -1,068 -2%
BC
1021
Burleson & Co
California
$2.85M +$2.59M +55,269 +2,606%
CL
1022
CPWM LLC
Washington
$2.84M +$59.7K +1,272 +2%
WWM
1023
Wolff Wiese Magana
California
$2.84M +$31K +660 +1%
GIM
1024
Guardian Investment Management
California
$2.84M – – –
TA
1025
Tiedemann Advisors
New York
$2.84M -$4.37K -93 -0.2%
39 40
41
42 43

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.