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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
PGWM
2201
Pitti Group Wealth Management
New York
$355K +$21.5K +459 +7%
FBFS
2202
First Business Financial Services
Wisconsin
$353K
PCG
2203
Prosperity Consulting Group
Maryland
$353K +$73.9K +1,575 +28%
STA
2204
Summit Trail Advisors
New York
$353K +$333K +7,095 New
SCM
2205
Stordahl Capital Management
Colorado
$352K +$333K +7,101 New
BIP
2206
Blueprint Investment Partners
North Carolina
$351K -$39.6K -843 -11%
AA
2207
Aire Advisors
California
$351K +$49.3K +1,050 +17%
ECM
2208
Exchange Capital Management
Michigan
$350K
AMG
2209
Advisors Management Group
Wisconsin
$350K +$25.8K +549 +8%
HPC
2210
Hobart Private Capital
North Carolina
$350K -$32.1K -684 -9%
C
2211
CEDRUS
Colorado
$349K +$37.3K +795 +13%
FFG
2212
Fortem Financial Group
California
$349K -$59.4K -1,266 -15%
SC
2213
Sierra Capital
Florida
$349K -$1.55K -33 -0.5%
SWIG
2214
Strategic Wealth Investment Group
Kentucky
$349K +$33.1K +705 +11%
JWM
2215
Janiczek Wealth Management
Colorado
$349K +$130K +2,766 +65%
AO
2216
Advisor OS
Illinois
$348K -$168K -3,585 -34%
SIM
2217
SSI Investment Management
California
$348K -$5.77K -123 -2%
BB
2218
Bell Bank
North Dakota
$348K
GM
2219
GeoWealth Management
Illinois
$347K -$117K -2,487 -26%
WDG
2220
Wealth Dimensions Group
Ohio
$347K
AIA
2221
Angeles Investment Advisors
California
$346K -$162K -3,450 -33%
COCM
2222
Charter Oak Capital Management
New Hampshire
$346K +$18.9K +402 +6%
GKWIM
2223
Gerber Kawasaki Wealth & Investment Management
California
$345K -$91.1K -1,941 -22%
OPCM
2224
Osborne Partners Capital Management
California
$345K -$10.3K -219 -3%
KWS
2225
Keystone Wealth Services
California
$344K +$704 +15 +0.2%

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.