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
SRC
2026
Shufro Rose & Co
New York
$377K -$13.3K -288 -3%
MC
2027
Machina Capital
France
$377K +$44K +954 +11%
C
2028
Certuity
Florida
$377K +$172K +3,720 +67%
TFA
2029
Teamwork Financial Advisors
Texas
$376K -$66.1K -1,434 -13%
UBV
2030
United Bank (Virginia)
Virginia
$374K
RWP
2031
Ridgecrest Wealth Partners
California
$374K +$27.7K +600 +7%
AGP
2032
Autumn Glory Partners
Texas
$373K -$530K -11,499 -56%
NJBEST
2033
New Jersey Better Educational Savings Trust
New Jersey
$373K
SJL
2034
Shayne & Jacobs LLC
Tennessee
$373K
CNWM
2035
Clay Northam Wealth Management
California
$372K
LJHT
2036
Laurie J. Hall Trustee
$371K -$24.2K -525 -5%
AWM
2037
Atticus Wealth Management
Florida
$371K +$207K +4,482 +96%
BW
2038
Basepoint Wealth
Iowa
$371K -$10.8K -234 -2%
AC
2039
ASB Consultores
Florida
$370K +$37.2K +807 +10%
WI
2040
WrapManager Inc
California
$368K -$7.75K -168 -2%
BST
2041
Bath Savings Trust
Maine
$368K
TCM
2042
Traynor Capital Management
Pennsylvania
$367K -$186K -4,029 -31%
CCMD
2043
Cypress Capital Management (Delaware)
Delaware
$367K
PVH
2044
Psagot Value Holdings
Israel
$365K -$769K -16,686 -65%
WG
2045
Watchman Group
Texas
$365K -$32.4K -702 -7%
JHP
2046
James Hambro & Partners
United Kingdom
$365K
MIM
2047
Montgomery Investment Management
Maryland
$365K
BSA
2048
Braun Stacey Associates
New York
$365K +$415K +9,000 New
MFT
2049
Moisand Fitzgerald Tamayo
Florida
$364K +$343K +7,437 +479%
TWP
2050
Transparent Wealth Partners
Arkansas
$364K +$414K +8,979 New

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.