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
EGA
1851
E&G Advisors
Texas
$518K -$4.15K -90 -0.7%
Bank of Montreal
1852
Bank of Montreal
Ontario, Canada
$517K -$54.8M -1,189,059 -9%
GWA
1853
GGM Wealth Advisors
Maryland
$516K +$1.11K +24 +0.2%
HCA
1854
Heck Capital Advisors
Wisconsin
$515K -$71.9K -1,560 -11%
PCMC
1855
Paragon Capital Management (Colorado)
Colorado
$515K +$138 +3 +0%
SAM
1856
S.A. Mason
Michigan
$515K +$830 +18 +0.1%
HDIM
1857
Hanson & Doremus Investment Management
Vermont
$515K +$21.7K +471 +4%
CPC
1858
Consolidated Planning Corp
Georgia
$515K +$23.1K +501 +4%
MMA
1859
Miracle Mile Advisors
California
$514K -$880K -19,077 -60%
NCA
1860
New Century Advisors
Maryland
$514K
VCM
1861
Violich Capital Management
California
$514K
MCCP
1862
Mission Creek Capital Partners
California
$514K +$14K +303 +2%
NCM
1863
Narwhal Capital Management
Georgia
$513K -$51.6K -1,119 -8%
NDSI
1864
Newman Dignan & Sheerar Inc
Rhode Island
$512K +$21.4K +465 +4%
SKK
1865
Shepherd Kaplan Krochuk
Massachusetts
$511K
CC
1866
Cadinha & Co
Hawaii
$510K -$504K -10,929 -46%
CBT
1867
Central Bank & Trust
Kentucky
$510K +$43.7K +948 +8%
XF
1868
XML Financial
Maryland
$509K -$125K -2,712 -18%
BBNA
1869
Bremer Bank National Association
Minnesota
$508K
EWS
1870
Evergreen Wealth Solutions
Pennsylvania
$503K -$28.8K -624 -5%
LSPW
1871
Lake Street Private Wealth
Illinois
$502K -$177K -3,834 -24%
MCWS
1872
McKinley Carter Wealth Services
West Virginia
$502K +$2.49K +54 +0.4%
SFM
1873
Spartan Fund Management
Canada
$502K +$571K +12,390 New
SWM
1874
Selective Wealth Management
Virginia
$498K
FIA
1875
FNY Investment Advisers
New York
$498K +$567K +12,300 New

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.