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Walmart
WMT

Overview Fund Activity

2,606 hedge funds and large institutions have $105B invested in Walmart in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,121 increasing their positions, 1,074 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-111
Holders Change %
-4.09%
% of All Funds
44.06%
Holding in Top 10
78
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.89%
% of All Funds
1.32%
New
139
Increased
1,121
Reduced
1,074
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$563M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$239M
5
Bessemer Group
Bessemer Group
New Jersey
+$220M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$683M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$563M
3
AWA
Aaron Wealth Advisors
Illinois
-$390M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$325M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCC
2076
Chelsea Counsel Company
California
$344K – – –
TRIA
2077
Trail Ridge Investment Advisors
Colorado
$344K – – –
NS
2078
Newman & Schimel
Illinois
$344K +$1.34K +33 +0.4%
TPWA
2079
TRUE Private Wealth Advisors
Oregon
$343K – – –
PAM
2080
Private Asset Management
California
$342K – – –
GPA
2081
Garrison Point Advisors
California
$342K +$122 +3 +0%
CWM
2082
Circle Wealth Management
New Jersey
$341K -$340K -8,409 -50%
PMFA
2083
Plante Moran Financial Advisors
Michigan
$341K -$7.67K -189 -2%
ISB
2084
Iowa State Bank
Iowa
$341K – – –
NPF
2085
Norris Perne & French
Michigan
$340K -$41.4K -1,020 -11%
EFM
2086
E Fund Management
China
$339K +$1.7K +42 +0.5%
JWM
2087
Janiczek Wealth Management
Colorado
$339K +$29.9K +681 +10%
Financial Engines Advisors
2088
Financial Engines Advisors
California
$339K +$339K +8,379 New
FWP
2089
Firethorn Wealth Partners
Georgia
$338K +$2.12K +48 +0.6%
PWA
2090
Primoris Wealth Advisors
Florida
$337K -$136K -3,357 -29%
FCFC
2091
First Citizens Financial Corp
Iowa
$337K -$12.2K -300 -3%
CCP
2092
Clarkston Capital Partners
Michigan
$337K +$12.2K +300 +4%
UBG
2093
United Bank (Georgia)
Georgia
$336K +$243 +6 +0.1%
WAS
2094
Winch Advisory Services
Wisconsin
$336K +$8.77K +216 +3%
PP
2095
PDS Planning
Ohio
$335K -$44.4K -1,098 -12%
CC
2096
Corsicana & Co
Texas
$335K – – –
HSWM
2097
Hubbell Strickland Wealth Management
Louisiana
$335K +$1.1K +27 +0.3%
MGAM
2098
McGowan Group Asset Management
Texas
$335K +$29.3K +723 +10%
CCA
2099
Cobblestone Capital Advisors
New York
$334K +$9.97K +246 +3%
HBCM
2100
Heron Bay Capital Management
Michigan
$333K -$86.8K -2,139 -21%
82 83
84
85 86