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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
ACP
1676
Aviance Capital Partners
Florida
$878K -$19K -405 -2%
DC
1677
DeDora Capital
California
$878K +$108K +2,295 +15%
FMTC
1678
Farmers & Merchants Trust Company
California
$877K -$7.89K -168 -0.9%
AL
1679
Arnhold LLC
New York
$877K
HVM
1680
Harvest Volatility Management
Connecticut
$876K +$382K +8,136 +85%
WW
1681
Waterfront Wealth
Kansas
$875K -$3.38K -72 -0.4%
WP
1682
Wealthspan Partners
Iowa
$873K
EC
1683
Enhancing Capital
Pennsylvania
$871K
BOPW
1684
Brandywine Oak Private Wealth
Pennsylvania
$871K +$5.77K +123 +0.7%
GSC
1685
G&S Capital
Colorado
$870K -$8.03K -171 -1%
GWANC
1686
Guardian Wealth Advisors (North Carolina)
North Carolina
$868K +$110K +2,346 +16%
SFG
1687
StrategIQ Financial Group
Indiana
$867K -$386K -8,226 -32%
SOS
1688
Silver Oak Securities
Tennessee
$866K +$778K +16,578 New
BDWM
1689
Brewin Dolphin Wealth Management
Ireland
$863K
CJL
1690
Cyrus J. Lawrence
New York
$860K +$813K +17,325 New
FPCP
1691
Fort Point Capital Partners
California
$859K -$63.4K -1,350 -7%
RPGK
1692
Retirement Planning Group (Kansas)
Kansas
$859K -$8.31K -177 -1%
TCM
1693
TD Capital Management
Tennessee
$859K +$61.5K +1,311 +8%
AWM
1694
Accurate Wealth Management
Florida
$859K +$86.5K +1,842 +12%
SLT
1695
St Louis Trust
Missouri
$857K -$83K -1,767 -9%
ICM
1696
IMS Capital Management
Oregon
$857K +$986 +21 +0.1%
EWM
1697
Empirical Wealth Management
Washington
$852K -$304K -6,477 -27%
SFG
1698
Summit Financial Group
West Virginia
$852K -$9.86K -210 -1%
MAWAG
1699
Mid-American Wealth Advisory Group
Missouri
$851K -$476K -10,146 -37%
CFO
1700
Collective Family Office
Pennsylvania
$851K -$23.9K -510 -3%

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.