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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 %
SIM
2201
SSI Investment Management
California
$285K – – –
SC
2202
Sierra Capital
Florida
$285K +$607 +15 +0.2%
WDG
2203
Wealth Dimensions Group
Ohio
$285K +$2.31K +57 +0.8%
APP
2204
Alpha Paradigm Partners
Illinois
$285K +$139K +3,420 +95%
FBFS
2205
First Business Financial Services
Wisconsin
$284K -$4.38K -108 -2%
BIP
2206
Blueprint Investment Partners
North Carolina
$284K -$2.68K -66 -0.9%
HWA
2207
Hilltop Wealth Advisors
North Carolina
$284K +$284K +7,011 New
SWA
2208
Sutton Wealth Advisors
Florida
$284K +$9.97K +246 +4%
Rafferty Asset Management
2209
Rafferty Asset Management
New York
$283K -$180K -4,437 -39%
COCM
2210
Charter Oak Capital Management
New Hampshire
$283K +$607 +15 +0.2%
EI
2211
Ethic Inc
New York
$282K -$19K -468 -6%
SB
2212
Sunflower Bank
Texas
$281K -$67.6K -1,671 -19%
CS
2213
Capital Square
Tennessee
$281K -$9.45K -234 -3%
AIA
2214
Angeles Investment Advisors
California
$281K – – –
SHFP
2215
Second Half Financial Partners
Florida
$281K – – –
KWS
2216
Keystone Wealth Services
California
$281K +$243 +6 +0.1%
PFA
2217
Pettinga Financial Advisors
Indiana
$281K +$16.9K +417 +6%
ZB
2218
Zions Bancorporation
Utah
$280K -$306K -7,548 -52%
AF
2219
Alerus Financial
North Dakota
$280K -$235K -5,802 -46%
BFWA
2220
Benchmark Financial Wealth Advisors
Florida
$280K +$41.9K +1,035 +18%
WCA
2221
Waypoint Capital Advisors
Minnesota
$279K -$24.5K -603 -8%
HC
2222
Hamilton Capital
Ohio
$279K -$17.9K -441 -6%
FIM
2223
Fernwood Investment Management
Massachusetts
$279K -$12.2K -300 -4%
BSSFA
2224
Baron Silver Stevens Financial Advisors
Florida
$279K +$46K +1,140 +20%
FAN
2225
Financial Advisors Network
California
$278K -$15.9K -393 -5%
87 88
89
90 91