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
ST
1951
Sabal Trust
Florida
$429K +$5.26K +114 +1%
MIM
1952
Meixler Investment Management
Arizona
$427K -$98.5K -2,136 -17%
WPA
1953
Winning Points Advisors
Florida
$426K -$1.38M -30,000 -74%
KW
1954
KWB Wealth
California
$426K +$20.5K +444 +4%
WA
1955
WESPAC Advisors
California
$425K +$483K +10,476 New
NEWAS
1956
N.E.W. Advisory Services
Wisconsin
$424K -$23.4K -507 -5%
BFA
1957
Buttonwood Financial Advisors
Maryland
$424K +$194K +4,206 +67%
PWAC
1958
Private Wealth Advisors (California)
California
$423K -$2.77K -60 -0.6%
GRQ
1959
Gardner Russo & Quinn
Pennsylvania
$423K
OCPWS
1960
One Charles Private Wealth Services
Massachusetts
$422K +$38.9K +843 +9%
SWM
1961
Silverlake Wealth Management
Vermont
$420K +$1.66K +36 +0.3%
KCIA
1962
Kingsbury Capital Investment Advisors
Illinois
$419K +$20.8K +450 +5%
AFT
1963
Alpha Family Trust
California
$419K +$344K +7,455 New
EVM
1964
Evelyn V. Moreno
$419K +$477K +10,350 New
FPS
1965
Fieldpoint Private Securities
Connecticut
$418K -$620K -13,446 -57%
SHFA
1966
SC&H Financial Advisors
Maryland
$418K -$33.9K -735 -7%
AT
1967
American Trust
Kentucky
$418K
FPWM
1968
FSB Premier Wealth Management
Iowa
$418K
TCWM
1969
Total Clarity Wealth Management
Illinois
$418K +$9.82K +213 +2%
AA
1970
Aire Advisors
California
$418K +$148K +3,204 +45%
BCM
1971
BTR Capital Management
California
$417K
SIAG
1972
Safeguard Investment Advisory Group
California
$417K
FWM
1973
Fairhaven Wealth Management
Illinois
$417K +$830 +18 +0.2%
HAIM
1974
Hunter Associates Investment Management
Pennsylvania
$417K +$476K +10,326 New
ORC
1975
O'Rourke & Company
Massachusetts
$416K -$10.8K -234 -2%

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.