We are live on ! Find out more
WMT icon

Walmart Inc

2,620 hedge funds and large institutions have $106B invested in Walmart Inc in 2022 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 1,126 increasing their positions, 1,081 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $2.52B | Put options by funds: $2.33B

4% more repeat investments, than reductions

Existing positions increased: 1,126 | Existing positions reduced: 1,081

1.48% less ownership

Funds ownership: 97.06%95.58% (-1.5%)

4% less funds holding

Funds holding: 2,7302,620 (-110)

18% less funds holding in top 10

Funds holding in top 10: 9679 (-17)

20% less capital invested

Capital invested by funds: $131B → $106B (-$25.9B)

34% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 213

Holders
2,620
Holders Change
-110
Holders Change %
-4.03%
% of All Funds
44.13%
Holding in Top 10
79
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.71%
% of All Funds
1.33%
New
140
Increased
1,126
Reduced
1,081
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
1176
Dorsey & Whitney Trust
South Dakota
$1.76M -$66.7K -1,446 -3%
RBFC
1177
Roman Butler Fullerton & Co
Missouri
$1.76M +$8.85K +192 +0.5%
AP
1178
Arlington Partners
Alabama
$1.76M +$370K +8,025 +23%
BO
1179
BRR OpCo
Ohio
$1.73M -$4.43K -96 -0.2%
RWA
1180
Ropes Wealth Advisors
Massachusetts
$1.73M +$27.7K +600 +1%
FMAEN1
1181
Fund Management at Engine No 1
California
$1.72M -$1.96M -42,456 -50%
SJIM
1182
St. Johns Investment Management
Florida
$1.72M +$97.3K +2,109 +5%
IA
1183
IFG Advisory
Georgia
$1.71M -$187K -4,050 -9%
ESB
1184
Essex Savings Bank
Connecticut
$1.71M +$25.2K +546 +1%
B
1185
Bailard
California
$1.71M +$42.1K +912 +2%
HH
1186
Hilltop Holdings
Texas
$1.7M +$76.5K +1,659 +4%
AIM
1187
Aspen Investment Management
Michigan
$1.7M -$310K -6,723 -14%
Parallax Volatility Advisers
1188
Parallax Volatility Advisers
California
$1.7M -$25.1M -543,528 -93%
CNC
1189
Canandaigua National Corp
New York
$1.7M -$17.8K -387 -0.9%
SNBOSCI
1190
Security National Bank of Sioux City Iowa
Iowa
$1.69M +$3.46K +75 +0.2%
FRA
1191
Front Row Advisors
California
$1.69M -$32.5K -705 -2%
HFM
1192
Hartford Financial Management
Connecticut
$1.68M -$68.8K -1,491 -3%
DWM
1193
Dakota Wealth Management
Florida
$1.68M -$581K -12,594 -23%
MWM
1194
Mission Wealth Management
California
$1.68M +$9.55K +207 +0.5%
PPW
1195
Pinnacle Private Wealth
Massachusetts
$1.67M +$78K +1,692 +4%
LWA
1196
Lineweaver Wealth Advisors
Ohio
$1.67M +$194K +4,209 +11%
FPCM
1197
Financial Partners Capital Management
New York
$1.67M -$71K -1,539 -4%
DBRC
1198
D.B. Root & Company
Pennsylvania
$1.67M +$561K +12,174 +42%
VA
1199
Valmark Advisers
Ohio
$1.66M -$41.6K -903 -2%
SOAMC
1200
Spirit of America Management Corp
New York
$1.66M

WMT Hedge Fund Activity: Q2 2022 in Review

2,620 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2022, worth a combined $106B — down 20% from $131B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of WMT and 140 opened new positions — a net loss of 73 holders — while 1,081 trimmed existing stakes and 1,126 added.

The largest buyer was Morgan Stanley, adding an estimated $640M. The largest seller was GQG Partners, cutting an estimated $776M.

  • 2,620 institutional investors held Walmart Inc (WMT) as of Q2 2022, down from 2,730 in Q1 2022.
  • Funds reported $106B of Walmart Inc stock for Q2 2022, down 20% quarter-over-quarter.
  • 140 funds opened new Walmart Inc positions in Q2 2022 and 213 closed out, a net change of -73 holders.
  • The largest Walmart Inc buyer in Q2 2022 was Morgan Stanley, an estimated $640M added.
  • The largest Walmart Inc seller in Q2 2022 was GQG Partners, an estimated $776M sold.

Based on aggregated 13F filings for Q2 2022.