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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
AWC
1301
Adamsbrown Wealth Consultants
Kansas
$1.7M +$1.08M +22,989 +206%
MFGM
1302
Marshall Financial Group (Maryland)
Maryland
$1.69M +$51.4K +1,095 +3%
SCM
1303
SOL Capital Management
Maryland
$1.69M +$141K +3,000 +10%
MWM
1304
Madison Wealth Management
Ohio
$1.69M +$38.6K +822 +2%
TCOO
1305
Trust Company of Oklahoma
Oklahoma
$1.66M
MCM
1306
Manchester Capital Management
Vermont
$1.65M -$209K -4,452 -12%
MECA
1307
Miller Equity Capital Advisors
Texas
$1.64M +$437K +9,300 +39%
TNA
1308
True North Advisors
Texas
$1.64M -$69.3K -1,476 -4%
HA
1309
Harbor Advisors
Florida
$1.64M
PL
1310
Plancorp LLC
Missouri
$1.64M -$267K -5,682 -15%
QCIG
1311
Quad-Cities Investment Group
Iowa
$1.63M -$8.31K -177 -0.5%
OPA
1312
Old Port Advisors
Maine
$1.63M +$6.48K +138 +0.4%
ACM
1313
Argent Capital Management
Missouri
$1.62M
SCM
1314
Spreng Capital Management
Ohio
$1.61M -$12.7K -270 -0.8%
GAM
1315
Grandview Asset Management
Pennsylvania
$1.6M +$98.6K +2,100 +7%
LB
1316
Legacy Bridge
Iowa
$1.6M
NL
1317
NVWM LLC
Pennsylvania
$1.59M +$47.2K +1,005 +3%
SIP
1318
Stoneridge Investment Partners
Pennsylvania
$1.59M -$2.42M -51,600 -62%
AFP
1319
Ausdal Financial Partners
Iowa
$1.59M -$7.46K -159 -0.5%
CAGAS
1320
Capital Advisory Group Advisory Services
Minnesota
$1.59M +$45.9K +978 +3%
AF
1321
Aldebaran Financial
$1.59M +$10.1K +216 +0.7%
GIP
1322
Greatmark Investment Partners
Georgia
$1.59M +$22.3K +474 +2%
WAM
1323
Worth Asset Management
Texas
$1.59M +$1.52M +32,319 New
DAM
1324
Deltec Asset Management
New York
$1.58M
TA
1325
TruWealth Advisors
Louisiana
$1.58M -$316K -6,741 -17%

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.