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
FAM
2126
Formidable Asset Management
Ohio
$324K -$7.33K -159 -2%
FOA
2127
Five Oceans Advisors
California
$324K -$4.57K -99 -1%
AG
2128
AlphaSimPlex Group
Massachusetts
$324K
UAML
2129
US Asset Management LLC
Pennsylvania
$324K +$3.18K +69 +0.9%
RK
2130
Rather & Kittrell
Tennessee
$324K +$14.1K +306 +4%
WB
2131
West Bancorporation
Iowa
$324K +$260K +5,643 +239%
DS
2132
DRW Securities
Illinois
$324K +$369K +7,998 New
CIA
2133
Cladis Investment Advisory
Montana
$323K +$138 +3 +0%
BMM
2134
Buffington Mohr McNeal
Idaho
$323K -$36.1K -783 -9%
BBA
2135
BLB&B Advisors
Pennsylvania
$323K -$18.8K -408 -5%
CCB
2136
Cutter & Co Brokerage
Missouri
$323K -$7.75K -168 -2%
MAM
2137
McLean Asset Management
Virginia
$323K +$7.89K +171 +2%
MSR
2138
Main Street Research
Connecticut
$322K -$675K -14,631 -65%
AA
2139
Addison Advisors
Vermont
$322K -$14.7K -318 -4%
TI
2140
Truepoint Inc
Ohio
$322K
KS
2141
Karpas Strategies
Connecticut
$322K +$2.21K +48 +0.6%
RWA
2142
Redhawk Wealth Advisors
Minnesota
$322K +$5.53K +120 +2%
RFN
2143
RDA Financial Network
Iowa
$322K +$85.2K +1,848 +30%
DBG
2144
De Burlo Group
Massachusetts
$322K +$346K +7,506 +1,668%
VCM
2145
Vigilant Capital Management
Maine
$320K -$60.9K -1,320 -14%
TC
2146
Truvestments Capital
Florida
$320K -$6.5K -141 -2%
CA
2147
Carson Advisory
Georgia
$320K -$4.98K -108 -1%
ZF
2148
Zhang Financial
Michigan
$319K -$44.8K -972 -11%
THWM
2149
Taylor Hoffman Wealth Management
Virginia
$319K +$415 +9 +0.1%
RA
2150
Rise Advisors
New York
$319K +$10.4K +225 +3%

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.