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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
ATPW
1051
Ashton Thomas Private Wealth
Arizona
$2.7M +$519K +11,061 +26%
WANY
1052
Wealthspire Advisors (New York)
New York
$2.7M +$27.9K +594 +1%
PFGIA
1053
Patriot Financial Group Insurance Agency
Massachusetts
$2.69M -$178K -3,795 -7%
MCM
1054
MV Capital Management
Maryland
$2.69M +$63.7K +1,356 +3%
DWM
1055
Dakota Wealth Management
Florida
$2.69M +$285K +6,081 +13%
WCM
1056
Wunderlich Capital Managemnt
Tennessee
$2.68M -$19K -405 -0.7%
MA
1057
Mutual Advisors
Nebraska
$2.68M -$120K -2,556 -5%
TFS
1058
TrustCore Financial Services
Tennessee
$2.68M +$321K +6,828 +14%
GCM
1059
Geneva Capital Management
Wisconsin
$2.67M +$61.4K +1,308 +2%
RGC
1060
Roberts, Glore & Co
Illinois
$2.67M -$82.3K -1,752 -3%
TMAM
1061
Tokio Marine Asset Management
Japan
$2.66M -$29K -618 -1%
APP
1062
Avantax Planning Partners
Iowa
$2.66M -$918K -19,551 -27%
TCA
1063
Transcend Capital Advisors
New Jersey
$2.65M +$120K +2,565 +5%
CM
1064
Churchill Management
California
$2.65M +$110K +2,340 +5%
NAS
1065
Nicolet Advisory Services
Wisconsin
$2.65M +$538K +11,460 +29%
AWAG
1066
ARS Wealth Advisors Group
Florida
$2.65M -$25.1K -534 -1%
DI
1067
Diligent Investors
California
$2.65M -$116K -2,478 -4%
SAMC
1068
Spectrum Asset Management (California)
California
$2.64M +$141 +3 +0%
FMI
1069
F/M Investments
District of Columbia
$2.64M -$2.82K -60 -0.1%
DBIA
1070
Dumont & Blake Investment Advisors
New Jersey
$2.64M +$14.4K +306 +0.6%
CG
1071
Colony Group
Massachusetts
$2.64M +$127K +2,712 +5%
HCM
1072
Hudson Capital Management
New Jersey
$2.63M +$125K +2,664 +5%
WWM
1073
WT Wealth Management
Arizona
$2.63M -$55.8K -1,188 -2%
MCM
1074
Mendel Capital Management
Arkansas
$2.63M +$35.4K +753 +1%
CP
1075
Cumberland Partners
Ontario, Canada
$2.63M -$155K -3,294 -6%

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.