We are live on ! Find out more
WMT icon

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
SWK
1376
Stephen W. Kidder
$1.44M -$3.52K -75 -0.3%
DBRC
1377
D.B. Root & Company
Pennsylvania
$1.44M +$55.1K +1,173 +4%
JWM
1378
Jeppson Wealth Management
California
$1.44M +$3.1K +66 +0.2%
AWP
1379
Accretive Wealth Partners
New Jersey
$1.44M +$34.9K +744 +3%
SFS
1380
Summit Financial Strategies
Ohio
$1.43M -$37.2K -792 -3%
CGH
1381
CMG Global Holdings
Texas
$1.43M -$396K -8,445 -23%
BHTS
1382
Bar Harbor Trust Services
Maine
$1.43M +$261K +5,568 +24%
AA
1383
Altman Advisors
Illinois
$1.43M +$11.8K +252 +0.9%
AWE
1384
Avidian Wealth Enterprises
Texas
$1.43M +$25.4K +540 +2%
NFC
1385
Northeast Financial Consultants
Connecticut
$1.43M +$85.9K +1,830 +7%
PJSIMP
1386
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.43M -$2.66M -56,613 -67%
IBOK
1387
Independence Bank of Kentucky
Kentucky
$1.43M +$91.5K +1,950 +7%
AWM
1388
Altium Wealth Management
New York
$1.43M +$149K +3,165 +12%
IP
1389
Investment Partners
Ohio
$1.43M +$1.55K +33 +0.1%
PNC
1390
Park National Corp
Ohio
$1.42M -$102K -2,175 -7%
PCM
1391
Parsons Capital Management
Rhode Island
$1.42M -$1.95M -41,463 -59%
CWA
1392
Canvas Wealth Advisors
Kansas
$1.41M +$282K +6,006 +28%
GCM
1393
Gibraltar Capital Management
Oklahoma
$1.41M +$11.7K +249 +0.9%
CC
1394
Chicago Capital
Illinois
$1.41M
ISWM
1395
Independent Solutions Wealth Management
New York
$1.41M -$40.6K -864 -3%
WEPOG
1396
Wealth Enhancement & Preservation of GA
Georgia
$1.41M +$65.1K +1,386 +5%
FFS
1397
Founders Financial Securities
Maryland
$1.4M +$18.4K +393 +1%
IB
1398
Intrust Bank
Kansas
$1.39M -$119K -2,526 -8%
EFS
1399
Essex Financial Services
Connecticut
$1.39M -$101K -2,160 -7%
JE
1400
JMAC Enterprises
Pennsylvania
$1.38M +$16.8K +357 +1%

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.