We are live on ! Find out more
WMT icon

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
SCI
2176
S&CO Inc
Massachusetts
$372K +$70.4K +1,500 +25%
CSI
2177
Cross Staff Investments
New York
$371K +$141 +3 +0%
Fiera Capital (Canada)
2178
Fiera Capital (Canada)
Quebec, Canada
$370K -$46.5K -990 -12%
WF
2179
Wayfinding Financial
Washington
$370K +$55.6K +1,185 +19%
OPWM
2180
Oakwell Private Wealth Management
Texas
$369K +$44.9K +957 +15%
EI
2181
Ethic Inc
New York
$368K +$78.4K +1,671 +29%
BFA
2182
Beacon Financial Advisory
Ohio
$367K -$10.4K -222 -3%
BMWM
2183
Brown Miller Wealth Management
Virginia
$367K +$563 +12 +0.2%
FCMC
2184
Founders Capital Management (Connecticut)
Connecticut
$366K
TCBWMS
2185
Texas Capital Bank Wealth Management Services
Texas
$366K +$346K +7,377 New
BA
2186
Ballast Advisors
Minnesota
$364K -$28.2K -600 -8%
DFG
2187
Demars Financial Group
Washington
$364K +$563 +12 +0.2%
HC
2188
Hamilton Capital
Ohio
$364K +$27.6K +588 +9%
CFFP
2189
Center for Financial Planning
Michigan
$363K +$13.8K +294 +4%
TCM
2190
Tufton Capital Management
Maryland
$361K -$2.11K -45 -0.6%
SPC
2191
Stewart & Patten Company
California
$360K +$5.77K +123 +2%
FAN
2192
Financial Advisors Network
California
$360K +$6.48K +138 +2%
IA
2193
Integrity Advisory
Kansas
$360K +$340K +7,251 New
OGC
2194
Oak Grove Capital
New Hampshire
$358K -$211K -4,500 -38%
BWM
2195
BCS Wealth Management
Tennessee
$357K +$61.5K +1,311 +22%
SN
2196
Sittner & Nelson
Oregon
$356K -$19.2K -408 -5%
CT
2197
Coastline Trust
Rhode Island
$356K -$17.6K -375 -5%
CS
2198
Capital Square
Tennessee
$356K +$4.93K +105 +1%
FIM
2199
Fernwood Investment Management
Massachusetts
$356K +$10.7K +228 +3%
CFS
2200
Cannon Financial Strategists
Georgia
$356K +$12.3K +261 +4%

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.