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Walmart Inc

2,730 hedge funds and large institutions have $131B invested in Walmart Inc in 2022 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,186 increasing their positions, 1,041 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more funds holding in top 10

Funds holding in top 10: 7696 (+20)

22% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 152

14% more repeat investments, than reductions

Existing positions increased: 1,186 | Existing positions reduced: 1,041

1.53% more ownership

Funds ownership: 95.53%97.06% (+1.5%)

8% more call options, than puts

Call options by funds: $3.13B | Put options by funds: $2.9B

4% more capital invested

Capital invested by funds: $127B → $131B (+$4.96B)

0% more funds holding

Funds holding: 2,7302,730 (0)

Holders
2,730
Holders Change
Holders Change %
0%
% of All Funds
43.05%
Holding in Top 10
96
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+26.32%
% of All Funds
1.51%
New
186
Increased
1,186
Reduced
1,041
Closed
152
Calls
$3.13B
Puts
$2.9B
Net Calls
+$230M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2001
Samalin Investment Counsel
New York
$491K -$6.06K -129 -1%
CB
2002
CNB Bank
Pennsylvania
$491K +$6.34K +135 +1%
KCIA
2003
Kingsbury Capital Investment Advisors
Illinois
$491K +$464K +9,891 New
BS
2004
Bessemer Securities
New York
$490K
PWAC
2005
Private Wealth Advisors (California)
California
$488K -$845 -18 -0.2%
CC
2006
Capital Counsel
New York
$488K
KW
2007
KWB Wealth
California
$486K
PD
2008
Planning Directions
Pennsylvania
$484K +$145K +3,093 +46%
VV
2009
Verity & Verity
South Carolina
$483K +$2.11K +45 +0.5%
BTIM
2010
BancFirst Trust & Investment Management
Oklahoma
$483K +$140K +2,976 +44%
PMA
2011
Prudent Man Advisors
Illinois
$482K -$18.3K -390 -4%
TWM
2012
Titus Wealth Management
California
$482K +$2.68K +57 +0.6%
WG
2013
Watchman Group
Texas
$482K +$53.2K +1,134 +13%
LJHT
2014
Laurie J. Hall Trustee
$481K
CCMT
2015
CMT Capital Markets Trading
Germany
$481K +$455K +9,690 New
NP
2016
Ninepoint Partners
Ontario, Canada
$480K -$33.2K -708 -7%
EWM
2017
Endurance Wealth Management
Rhode Island
$480K -$17.6K -375 -4%
T
2018
TCWP
Ohio
$478K -$98.6K -2,100 -18%
EAM
2019
Empirical Asset Management
Massachusetts
$478K +$452K +9,633 New
SRC
2020
Shufro Rose & Co
New York
$476K -$62.3K -1,326 -12%
SIS
2021
Sound Income Strategies
Florida
$475K +$22.7K +483 +5%
MHR
2022
Matthew Hamilton Rosenberg
$475K +$41.7K +888 +10%
TFA
2023
Trinity Financial Advisors
Ohio
$473K -$2.54K -54 -0.6%
BWA
2024
Burt Wealth Advisors
Maryland
$473K +$18.3K +390 +4%
SIAM
2025
Sterling Investment Advisors (Missouri)
Missouri
$472K +$141 +3 +0%

WMT Hedge Fund Activity: Q1 2022 in Review

2,730 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2022, worth a combined $131B — up 3.9% from $127B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new WMT positions and 152 closed out — a net gain of 34 holders — while 1,186 added to existing stakes and 1,041 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.46B. The largest seller was Fisher Asset Management, cutting an estimated $634M.

  • 2,730 institutional investors held Walmart Inc (WMT) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $131B of Walmart Inc stock for Q1 2022, up 3.9% quarter-over-quarter.
  • 186 funds opened new Walmart Inc positions in Q1 2022 and 152 closed out, a net change of +34 holders.
  • The largest Walmart Inc buyer in Q1 2022 was T. Rowe Price Associates, an estimated $1.46B added.
  • The largest Walmart Inc seller in Q1 2022 was Fisher Asset Management, an estimated $634M sold.

Based on aggregated 13F filings for Q1 2022.