We are live on ! Find out more
WMT icon

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
AIA
2226
Angeles Investment Advisors
California
$281K
SHFP
2227
Second Half Financial Partners
Florida
$281K
KWS
2228
Keystone Wealth Services
California
$281K +$277 +6 +0.1%
PFA
2229
Pettinga Financial Advisors
Indiana
$281K +$19.2K +417 +6%
ZB
2230
Zions Bancorporation
Utah
$280K -$348K -7,548 -52%
AF
2231
Alerus Financial
North Dakota
$280K -$268K -5,802 -46%
BFWA
2232
Benchmark Financial Wealth Advisors
Florida
$280K +$47.7K +1,035 +18%
WCA
2233
Waypoint Capital Advisors
Minnesota
$279K -$27.8K -603 -8%
HC
2234
Hamilton Capital
Ohio
$279K -$20.3K -441 -6%
FIM
2235
Fernwood Investment Management
Massachusetts
$279K -$13.8K -300 -4%
BSSFA
2236
Baron Silver Stevens Financial Advisors
Florida
$279K +$52.6K +1,140 +20%
FAN
2237
Financial Advisors Network
California
$278K -$18.1K -393 -5%
FBA
2238
Front Barnett Associates
Illinois
$276K
C
2239
CEDRUS
Colorado
$275K -$11.6K -252 -4%
BA
2240
Ballast Advisors
Minnesota
$275K -$24.9K -540 -7%
NCM
2241
NCM Capital Management
New Jersey
$275K
MFA
2242
Mayflower Financial Advisors
Massachusetts
$274K -$54.5K -1,182 -15%
OWP
2243
Obermeyer Wealth Partners
Colorado
$274K +$19.1K +414 +7%
GIA
2244
Guyasuta Investment Advisors
Pennsylvania
$273K -$830 -18 -0.3%
CCA
2245
Cottonwood Capital Advisors
Utah
$273K -$277 -6 -0.1%
VST
2246
Van Strum & Towne
California
$273K
RTC
2247
Riverview Trust Company
Washington
$273K +$50.8K +1,101 +20%
OPW
2248
Oxler Private Wealth
New York
$273K +$2.49K +54 +0.8%
SAM
2249
Shikiar Asset Management
New York
$272K -$6.92K -150 -2%
FA
2250
Fortis Advisors
Pennsylvania
$272K +$76.1K +1,650 +33%

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.