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
SIG
1976
Spinnaker Investment Group
California
$415K -$27.4K -594 -5%
NRA
1977
NSI Retail Advisors
Pennsylvania
$415K
ACM
1978
AUA Capital Management
Pennsylvania
$414K
PD
1979
Planning Directions
Pennsylvania
$414K +$21.6K +468 +5%
NP
1980
Ninepoint Partners
Ontario, Canada
$411K +$21.9K +474 +5%
VV
1981
Verity & Verity
South Carolina
$410K +$18.3K +396 +4%
BFG
1982
Barber Financial Group
Kansas
$409K -$16K -348 -3%
CG
1983
Corundum Group
Colorado
$408K +$3.18K +69 +0.7%
RSVP
1984
Ramsay Stattman Vela & Price
Colorado
$407K -$4.15K -90 -0.9%
GFP
1985
Gryphon Financial Partners
Ohio
$407K +$37.8K +819 +9%
MHR
1986
Matthew Hamilton Rosenberg
$406K +$17.2K +372 +4%
SIS
1987
Sound Income Strategies
Florida
$406K +$20.5K +444 +5%
B
1988
Barings
North Carolina
$405K -$386K -8,373 -46%
CRCM
1989
Corbett Road Capital Management
Virginia
$405K -$146K -3,171 -24%
IF
1990
Ironwood Financial
Arizona
$405K +$277 +6 +0.1%
EFG
1991
Everhart Financial Group
Ohio
$404K -$139K -3,021 -23%
DOA
1992
D'Orazio & Associates
Virginia
$404K -$5.81K -126 -1%
IAMOG
1993
Investors Asset Management of Georgia
Georgia
$403K
FRM
1994
Foundation Resource Management
Arkansas
$402K -$71K -1,539 -13%
1WM
1995
1900 Wealth Management
Texas
$400K -$30.2K -654 -6%
CWM
1996
Castle Wealth Management
Florida
$400K +$455K +9,861 New
HPWM
1997
Highland Private Wealth Management
Washington
$398K -$44.4K -963 -9%
MC
1998
Middleton & Co
Massachusetts
$398K -$31.8K -690 -7%
CC
1999
Capital Counsel
New York
$398K
UF
2000
Univest Financial
Pennsylvania
$397K -$19.4K -420 -4%

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.