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
P
1501
&Partners
Tennessee
$1.16M +$1.1M +23,340 New
CA
1502
CoreCap Advisors
Michigan
$1.16M -$100K -2,136 -8%
PTP
1503
Platform Technology Partners
New York
$1.16M +$31.5K +672 +3%
BAM
1504
Byrne Asset Management
New Jersey
$1.16M +$132K +2,805 +14%
FFA
1505
First Foundation Advisors
California
$1.16M -$2.54K -54 -0.2%
CST
1506
Charles Schwab Trust
Nevada
$1.15M -$25.9K -552 -2%
AA
1507
Ancora Advisors
Ohio
$1.14M -$23.9K -510 -2%
CAM
1508
Cozad Asset Management
Illinois
$1.14M +$223K +4,743 +26%
FCA
1509
FinTrust Capital Advisors
South Carolina
$1.14M +$320K +6,816 +42%
CQS
1510
Credential Qtrade Securities
$1.14M +$1.08M +22,920 New
DI
1511
Disciplined Investments
Oklahoma
$1.13M +$45.8K +975 +4%
GWM
1512
Gray Wealth Management
Maine
$1.13M -$12.8K -273 -1%
VBCG
1513
Valley Brook Capital Group
Pennsylvania
$1.13M +$126K +2,685 +13%
MSR
1514
Main Street Research
Connecticut
$1.12M -$240K -5,121 -18%
IFWM
1515
Institute for Wealth Management
Colorado
$1.12M +$1.27K +27 +0.1%
IP
1516
Intellectus Partners
California
$1.12M +$78.9K +1,680 +8%
WFI
1517
West Family Investments
California
$1.12M -$545K -11,613 -34%
CA
1518
Calton & Associates
Florida
$1.12M -$22.1K -471 -2%
NFG
1519
Norris Financial Group
South Carolina
$1.12M +$42.4K +903 +4%
RG
1520
Renaissance Group
Kentucky
$1.12M +$22.7K +483 +2%
BC
1521
Bowman & Company
Wisconsin
$1.12M +$160K +3,417 +18%
SSG
1522
Summit Securities Group
New York
$1.12M -$4.59M -97,836 -81%
IWP
1523
Icon Wealth Partners
Texas
$1.12M +$1.83K +39 +0.2%
UCI
1524
Uncommon Cents Investing
Wisconsin
$1.12M +$57K +1,215 +6%
PIA
1525
Pinion Investment Advisors
Kansas
$1.11M +$16.9K +360 +2%

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.