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
CWM
1901
Congress Wealth Management
Massachusetts
$470K -$25.3K -549 -5%
NRI
1902
NFP Retirement Inc
California
$469K -$3.18K -69 -0.6%
PWA
1903
Physician Wealth Advisors
Utah
$469K +$277 +6 +0.1%
MFG
1904
Magnus Financial Group
New York
$469K +$127K +2,754 +31%
CFA
1905
Camarda Financial Advisors
Florida
$469K +$304K +6,588 +132%
IIM
1906
InTrack Investment Management
Vermont
$469K +$534K +11,571 New
WPC
1907
Wedmont Private Capital
Pennsylvania
$468K -$238K -5,160 -31%
FC
1908
Forte Capital
New York
$467K +$30.3K +657 +6%
SFA
1909
Source Financial Advisors
New York
$467K +$531K +11,514 New
MAG
1910
Mayfair Advisory Group
Alabama
$465K -$3.46K -75 -0.7%
EIA
1911
Edgemoor Investment Advisors
Maryland
$465K +$3.87K +84 +0.7%
FFC
1912
First Financial Corp
Indiana
$464K
EM
1913
Excalibur Management
Massachusetts
$464K +$5.95K +129 +1%
CCA
1914
Childress Capital Advisors
Texas
$464K +$14.7K +318 +3%
SEEDPG
1915
S.E.E.D. Planning Group
New York
$464K +$126K +2,730 +31%
EWA
1916
EverSource Wealth Advisors
Alabama
$464K +$133K +2,886 +34%
CPA
1917
Cardiff Park Advisors
California
$462K -$26.7K -579 -5%
HI
1918
Hudock Inc
Pennsylvania
$461K
TC
1919
Trust Company
Kansas
$459K -$18.7K -405 -3%
LDFR
1920
Lehman & Derafelo Financial Resources
Pennsylvania
$459K
KIG
1921
Kowal Investment Group
Wisconsin
$456K -$82.6K -1,791 -14%
GC
1922
Grimes & Company
Massachusetts
$456K +$34.6K +750 +7%
CA
1923
Calton & Associates
Florida
$454K -$524K -11,367 -50%
PIM
1924
Penobscot Investment Management
Massachusetts
$452K -$71.9K -1,560 -12%
SBF
1925
Sara-Bay Financial
Florida
$452K

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.