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Walmart
WMT

Overview Fund Activity

2,606 hedge funds and large institutions have $105B invested in Walmart in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,121 increasing their positions, 1,074 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-111
Holders Change %
-4.09%
% of All Funds
44.06%
Holding in Top 10
78
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.89%
% of All Funds
1.32%
New
139
Increased
1,121
Reduced
1,074
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$563M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$239M
5
Bessemer Group
Bessemer Group
New Jersey
+$220M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$683M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$563M
3
AWA
Aaron Wealth Advisors
Illinois
-$390M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$325M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
NF
1876
Nikulski Financial
Iowa
$487K -$14.6K -360 -3%
AL
1877
Aspiriant LLC
California
$485K -$10.6K -264 -2%
SW
1878
Solidarity Wealth
Utah
$485K -$5.81K -132 -1%
VCM
1879
Vivaldi Capital Management
Illinois
$484K -$1.22K -30 -0.3%
MIAS
1880
Mason Investment Advisory Services
Virginia
$484K -$1.55M -38,217 -76%
Wealth Enhancement Advisory Services
1881
Wealth Enhancement Advisory Services
Minnesota
$482K +$501 +12 +0.1%
IIA
1882
Integral Investment Advisors
California
$481K -$102K -2,526 -18%
AWM
1883
Affinity Wealth Management
Delaware
$481K -$9.86K -237 -2%
SSC
1884
Syverson Strege & Co
Iowa
$477K +$14.3K +354 +3%
AIA
1885
Arbor Investment Advisors
North Carolina
$476K +$2.92K +72 +0.6%
HFS
1886
Howard Financial Services
Texas
$476K +$241K +5,952 +103%
PFA
1887
Pure Financial Advisors
California
$475K -$47.9K -1,182 -9%
AIM
1888
Athena Investment Management
California
$474K -$1.46K -36 -0.3%
EIG
1889
Ellenbecker Investment Group
Wisconsin
$471K +$69.3K +1,713 +17%
SFP
1890
Sweet Financial Partners
Minnesota
$470K -$92.2K -2,277 -16%
CWM
1891
Congress Wealth Management
Massachusetts
$470K -$22.2K -549 -5%
NRI
1892
NFP Retirement Inc
California
$469K -$2.8K -69 -0.6%
PWA
1893
Physician Wealth Advisors
Utah
$469K +$265 +6 +0.1%
MFG
1894
Magnus Financial Group
New York
$469K +$112K +2,754 +31%
CFA
1895
Camarda Financial Advisors
Florida
$469K +$267K +6,588 +132%
IIM
1896
InTrack Investment Management
Vermont
$469K +$469K +11,571 New
WPC
1897
Wedmont Private Capital
Pennsylvania
$468K -$209K -5,160 -31%
FC
1898
Forte Capital
New York
$467K +$26.6K +657 +6%
SFA
1899
Source Financial Advisors
New York
$467K +$467K +11,514 New
MAG
1900
Mayfair Advisory Group
Alabama
$465K -$3.3K -75 -0.7%
74 75
76
77 78