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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 %
FH
2151
FWG Holdings
Florida
$312K +$312K +7,695 New
TA
2152
TFG Advisers
Michigan
$311K -$4.13K -102 -1%
OPWM
2153
Oakwell Private Wealth Management
Texas
$311K +$9.49K +234 +3%
OIS
2154
Okabena Investment Services
Minnesota
$310K +$122K +3,000 +65%
BC
2155
Bridgefront Capital
Texas
$310K +$310K +7,641 New
PCMK
2156
Paragon Capital Management (Kansas)
Kansas
$309K +$32.2K +795 +12%
HCM
2157
Howland Capital Management
Massachusetts
$308K -$53.4K -1,320 -15%
WFS
2158
Widmann Financial Services
Maryland
$308K -$36.3K -897 -11%
WCG
2159
Weaver Consulting Group
California
$308K +$42.6K +1,050 +16%
LA
2160
Legacy Advisors
Pennsylvania
$308K +$55K +1,359 +22%
SC
2161
Stephens Consulting
Michigan
$307K -$6.08K -150 -2%
EM
2162
ELCO Management
New York
$306K -$21.9K -540 -7%
PCA
2163
Pallas Capital Advisors
Massachusetts
$306K -$12.8K -291 -4%
KOMWMG
2164
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$306K -$6.8K -168 -2%
WTB
2165
Washington Trust Bank
Washington
$305K -$7.79K -192 -2%
SCM
2166
Stonebridge Capital Management
California
$304K – – –
JDR
2167
Jay D. Rosenbaum
$304K – – –
RGF
2168
Retirement Guys Formula
Ohio
$304K +$40.8K +1,008 +15%
SCI
2169
S&CO Inc
Massachusetts
$303K – – –
CSI
2170
Cross Staff Investments
New York
$303K – – –
WF
2171
Wayfinding Financial
Washington
$303K +$2.06K +51 +0.7%
AC
2172
Apella Capital
Connecticut
$303K +$303K +7,482 New
CFS
2173
Cannon Financial Strategists
Georgia
$303K +$12.2K +300 +4%
CT
2174
Coastline Trust
Rhode Island
$301K +$11.2K +276 +4%
BMWM
2175
Brown Miller Wealth Management
Virginia
$300K +$728 +18 +0.2%
85 86
87
88 89