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Walmart
WMT

Overview Fund Activity

2,606 hedge funds and large institutions have $105B invested in Walmart in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,121 increasing their positions, 1,074 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-111
Holders Change %
-4.09%
% of All Funds
44.06%
Holding in Top 10
78
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.89%
% of All Funds
1.32%
New
139
Increased
1,121
Reduced
1,074
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$563M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$239M
5
Bessemer Group
Bessemer Group
New Jersey
+$220M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$683M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$563M
3
AWA
Aaron Wealth Advisors
Illinois
-$390M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$325M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
1476
Almanack Investment Partners
Pennsylvania
$970K +$113K +2,799 +13%
CAM
1477
Cozad Asset Management
Illinois
$966K +$36.5K +900 +4%
IWS
1478
Insight Wealth Strategies
California
$963K +$70.5K +1,740 +8%
SAM
1479
Synergy Asset Management
Washington
$962K -$5.62M -138,738 -85%
AFP
1480
Ausdal Financial Partners
Iowa
$961K -$337K -8,319 -26%
TF
1481
TLWM Financial
Texas
$960K -$19.4K -480 -2%
WA
1482
Waverly Advisors
Alabama
$958K +$239K +5,886 +33%
DI
1483
Disciplined Investments
Oklahoma
$953K +$28.2K +696 +3%
AA
1484
Ancora Advisors
Ohio
$951K +$17.9K +441 +2%
CFA
1485
CWS Financial Advisors
Michigan
$949K -$243K -5,997 -20%
FCT
1486
First Community Trust
Iowa
$948K – – –
ER
1487
Enlightenment Research
Florida
$948K +$948K +23,400 New
PTP
1488
Platform Technology Partners
New York
$945K +$365 +9 +0%
ECM
1489
Evergreen Capital Management
Washington
$944K -$4.38K -108 -0.5%
GSC
1490
G&S Capital
Colorado
$941K +$231K +5,709 +33%
PWPS
1491
Pinnacle Wealth Planning Services
Ohio
$940K -$262K -6,471 -22%
CL
1492
Choreo LLC
Illinois
$938K -$58.7K -1,449 -6%
AIS
1493
AM Investment Strategies
Tennessee
$938K -$42.2K -1,041 -4%
DA
1494
Dillon & Associates
Michigan
$934K -$30.5K -750 -3%
WQ
1495
Wealth Quarterback
New Jersey
$934K +$934K +23,043 New
PIA
1496
Pinion Investment Advisors
Kansas
$932K +$28.1K +693 +3%
OFA
1497
Oak Family Advisors
Illinois
$932K +$68.7K +1,695 +8%
PIM
1498
Perpetual Investment Management
Australia
$930K +$146K +3,600 +19%
AWM
1499
Avior Wealth Management
Nebraska
$929K +$33.6K +828 +4%
HIC
1500
Holderness Investments Company
North Carolina
$929K +$133K +3,285 +17%
58 59
60
61 62