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
EC
1676
Enhancing Capital
Pennsylvania
$711K
SOS
1677
Silver Oak Securities
Tennessee
$710K -$20.8K -450 -3%
FNA
1678
First National Advisers
Nebraska
$708K +$806K +17,475 New
AI
1679
AXS Investments
New York
$707K -$112K -2,436 -12%
CWA
1680
Clearview Wealth Advisors
Oregon
$707K +$25.6K +555 +3%
TWM
1681
Triton Wealth Management
Arizona
$705K -$158K -3,417 -18%
AGA
1682
Arkos Global Advisors
Texas
$705K +$20.2K +438 +3%
FG
1683
Foster Group
Iowa
$704K -$61K -1,323 -7%
CJL
1684
Cyrus J. Lawrence
New York
$702K
TCM
1685
TD Capital Management
Tennessee
$702K +$415 +9 +0.1%
ICM
1686
IMS Capital Management
Oregon
$702K +$1.94K +42 +0.2%
SLT
1687
St Louis Trust
Missouri
$700K
GSB
1688
Greenfield Savings Bank
Massachusetts
$699K +$795K +17,250 New
RW
1689
REDW Wealth
New Mexico
$697K +$71.8K +1,557 +10%
AIP
1690
Ahrens Investment Partners
Louisiana
$695K +$217K +4,695 +38%
NFSG
1691
Newbridge Financial Services Group
Florida
$694K -$53.1K -1,152 -6%
MTIC
1692
Missouri Trust & Investment Company
Missouri
$689K -$3.46K -75 -0.4%
SFG
1693
Sunburst Financial Group
Alabama
$689K +$1.66K +36 +0.2%
RMCM
1694
Reynders McVeigh Capital Management
Massachusetts
$688K -$46.8K -1,014 -6%
FANJ
1695
Financial Architects (New Jersey)
New Jersey
$687K +$23.2K +504 +3%
LIG
1696
Lokken Investment Group
Delaware
$686K +$24.2K +525 +3%
KC
1697
Kingfisher Capital
North Carolina
$685K +$5.53K +120 +0.7%
FA
1698
Faithward Advisors
Pennsylvania
$683K +$40.3K +873 +5%
IWP
1699
Icon Wealth Partners
Texas
$682K -$261K -5,664 -25%
EWA
1700
Exencial Wealth Advisors
Oklahoma
$682K -$50.2K -1,089 -6%

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.