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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
AIFAIM
2201
American Institute for Advanced Investment Management
Arizona
$291K +$30.4K +660 +10%
WMP
2202
Wealth Management Partners
Arizona
$290K
GKWIM
2203
Gerber Kawasaki Wealth & Investment Management
California
$290K +$9.41K +204 +3%
AIM
2204
Arcadia Investment Management
Michigan
$290K +$66.4K +1,440 +25%
DA
2205
Duality Advisers
Florida
$290K +$330K +7,158 New
LRWA
2206
Long Run Wealth Advisors
New York
$289K -$335K -7,260 -50%
FNBSF
2207
First National Bank Sioux Falls
South Dakota
$289K -$86.6K -1,878 -21%
SPC
2208
Stewart & Patten Company
California
$289K -$5.67K -123 -2%
PCG
2209
Prosperity Consulting Group
Maryland
$289K +$1.11K +24 +0.3%
AO
2210
Advisor OS
Illinois
$288K +$4.15K +90 +1%
RB
2211
Renasant Bank
Mississippi
$286K -$40.4K -876 -11%
HPC
2212
Hobart Private Capital
North Carolina
$285K
SIM
2213
SSI Investment Management
California
$285K
SC
2214
Sierra Capital
Florida
$285K +$692 +15 +0.2%
WDG
2215
Wealth Dimensions Group
Ohio
$285K +$2.63K +57 +0.8%
APP
2216
Alpha Paradigm Partners
Illinois
$285K +$158K +3,420 +95%
FBFS
2217
First Business Financial Services
Wisconsin
$284K -$4.98K -108 -2%
BIP
2218
Blueprint Investment Partners
North Carolina
$284K -$3.04K -66 -0.9%
HWA
2219
Hilltop Wealth Advisors
North Carolina
$284K +$323K +7,011 New
SWA
2220
Sutton Wealth Advisors
Florida
$284K +$11.3K +246 +4%
Rafferty Asset Management
2221
Rafferty Asset Management
New York
$283K -$205K -4,437 -39%
COCM
2222
Charter Oak Capital Management
New Hampshire
$283K +$692 +15 +0.2%
EI
2223
Ethic Inc
New York
$282K -$21.6K -468 -6%
SB
2224
Sunflower Bank
Texas
$281K -$77.1K -1,671 -19%
CS
2225
Capital Square
Tennessee
$281K -$10.8K -234 -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.