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
SA
1601
Strategic Advisors
New York
$983K -$100K -2,133 -10%
EC
1602
Estate Counselors
Wisconsin
$981K
BPC
1603
Banque Pictet & Cie
Switzerland
$978K +$700K +14,910 +311%
BFO
1604
Boston Family Office
Massachusetts
$976K +$7.04K +150 +0.8%
MSFP
1605
Mark Sheptoff Financial Planning
Connecticut
$976K +$21.1K +450 +2%
GWSG
1606
GPS Wealth Strategies Group
Colorado
$975K -$106K -2,265 -10%
ESBC
1607
E.S. Barr & Co
Kentucky
$975K +$4.51K +96 +0.5%
HIC
1608
Holderness Investments Company
North Carolina
$974K +$7.04K +150 +0.8%
KFS
1609
Kurt F. Somerville
$973K +$7.75K +165 +0.8%
GDP
1610
Great Diamond Partners
Maine
$970K +$79.7K +1,698 +10%
DE
1611
Day & Ennis
Georgia
$965K +$423 +9 +0%
TAIM
1612
TD Ameritrade Investment Management
Nebraska
$962K +$35.6K +759 +4%
RMDI
1613
R.M. Davis Inc
Maine
$962K +$317K +6,753 +53%
PIM
1614
Perpetual Investment Management
Australia
$961K
EBSAM
1615
Eubel Brady & Suttman Asset Management
Ohio
$961K +$14.1K +300 +2%
VCA
1616
Verdence Capital Advisors
Maryland
$958K +$175K +3,726 +24%
CAC
1617
Certified Advisory Corp
Florida
$957K -$5.92K -126 -0.6%
WMA
1618
West Michigan Advisors
Michigan
$956K +$61.1K +1,302 +7%
OPWM
1619
Oxinas Partners Wealth Management
Indiana
$952K -$151K -3,225 -14%
CCM
1620
Cribstone Capital Management
Maine
$949K +$137K +2,925 +18%
CCM
1621
Compton Capital Management
Rhode Island
$948K +$14.1K +300 +2%
NCM
1622
Next Capital Management
New York
$948K +$897K +19,107 New
PA
1623
PSI Advisors
Florida
$947K -$39.6K -843 -4%
AWS
1624
AJ Wealth Strategies
New York
$946K +$704 +15 +0.1%
OA
1625
Oxbow Advisors
Texas
$940K -$18.3K -390 -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.