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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
MCM
2026
McRae Capital Management
New Jersey
$469K
FC
2027
Fusion Capital
South Carolina
$469K +$8.17K +174 +2%
GWM
2028
Gitterman Wealth Management
New Jersey
$468K +$442K +9,414 New
NPF
2029
Norris Perne & French
Michigan
$467K +$442K +9,405 New
BW
2030
Basepoint Wealth
Iowa
$466K +$1.27K +27 +0.3%
PP
2031
PDS Planning
Ohio
$465K -$14.9K -318 -3%
WDL
2032
Well Done LLC
Michigan
$465K +$8.03K +171 +2%
HI
2033
HBK Investments
Texas
$464K -$2.27M -48,351 -84%
SDWMA
2034
Schneider Downs Wealth Management Advisors
Pennsylvania
$463K -$52.8K -1,125 -11%
BWP
2035
BSW Wealth Partners
Colorado
$462K -$4.79K -102 -1%
JFA
2036
JNBA Financial Advisors
Minnesota
$462K +$13.9K +297 +3%
CHP
2037
Cable Hill Partners
Oregon
$461K -$90.8K -1,935 -17%
PP
2038
Paloma Partners
Connecticut
$460K -$8.16M -173,859 -95%
OCPWS
2039
One Charles Private Wealth Services
Massachusetts
$460K +$9.29K +198 +2%
MAM
2040
Mystic Asset Management
Rhode Island
$459K -$10.6K -225 -2%
WI
2041
WrapManager Inc
California
$459K +$17.2K +366 +4%
UWPG
2042
Ullmann Wealth Partners Group
Florida
$459K +$113K +2,400 +35%
GFP
2043
Gryphon Financial Partners
Ohio
$458K -$278K -5,925 -39%
UBV
2044
United Bank (Virginia)
Virginia
$458K -$42.3K -900 -9%
VCM
2045
Vigilant Capital Management
Maine
$458K -$12K -255 -3%
SJL
2046
Shayne & Jacobs LLC
Tennessee
$458K
FBT
2047
First Bank & Trust
South Dakota
$457K -$5.49K -117 -1%
NJBEST
2048
New Jersey Better Educational Savings Trust
New Jersey
$457K
ACP
2049
Aveo Capital Partners
Colorado
$457K +$23.1K +492 +6%
CNWM
2050
Clay Northam Wealth Management
California
$456K -$4.22K -90 -1%

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.