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
CC
1376
Chicago Capital
Illinois
$1.17M +$24.9K +540 +2%
SIM
1377
Sentry Investment Management
Wisconsin
$1.17M -$259K -5,625 -16%
CHJWM
1378
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.17M -$10.5K -228 -0.8%
ZCA
1379
Zeke Capital Advisors
Pennsylvania
$1.17M -$21.7K -471 -2%
NFC
1380
Northeast Financial Consultants
Connecticut
$1.17M
EFS
1381
Essex Financial Services
Connecticut
$1.17M +$36.1K +783 +3%
SWK
1382
Stephen W. Kidder
$1.16M -$13.8K -300 -1%
PJSIMP
1383
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.16M -$89.1K -1,932 -7%
JIP
1384
Jaffetilchin Investment Partners
Florida
$1.16M +$80.8K +1,752 +7%
DA
1385
Detalus Advisors
Missouri
$1.16M +$714K +15,480 +118%
TIAM2
1386
Tru Independence Asset Management 2
Oregon
$1.16M -$131K -2,835 -9%
IP
1387
Investment Partners
Ohio
$1.16M -$8.72K -189 -0.7%
NL
1388
Navalign LLC
California
$1.16M -$14.5K -315 -1%
GCM
1389
Gibraltar Capital Management
Oklahoma
$1.15M
ISWM
1390
Independent Solutions Wealth Management
New York
$1.15M -$3.18K -69 -0.2%
JE
1391
JMAC Enterprises
Pennsylvania
$1.14M +$15.1K +327 +1%
MCC
1392
Money Concepts Capital
Florida
$1.14M -$2.94M -63,816 -70%
AAS
1393
Annex Advisory Services
Wisconsin
$1.14M -$3.02M -65,400 -70%
IBOK
1394
Independence Bank of Kentucky
Kentucky
$1.14M -$33.2K -720 -3%
SFS
1395
Summit Financial Strategies
Ohio
$1.13M -$45K -975 -3%
TA
1396
TCM Advisors
West Virginia
$1.13M
LA
1397
Lifeworks Advisors
Michigan
$1.13M +$426K +9,228 +50%
FNFDCM
1398
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.12M +$3.04K +66 +0.2%
FIA
1399
Foundations Investment Advisors
Arizona
$1.12M -$742K -16,092 -37%
CANY
1400
Caxton Associates (New York)
New York
$1.11M +$549K +11,910 +76%

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.