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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
BWP
2276
Bernardo Wealth Planning
Pennsylvania
$263K
FAM
2277
Flaharty Asset Management
Florida
$263K +$415 +9 +0.1%
Q
2278
QVR
California
$263K +$299K +6,489 New
BWM
2279
BCS Wealth Management
Tennessee
$262K -$33.1K -717 -10%
HWMA
2280
Heritage Wealth Management (Arizona)
Arizona
$262K
RIM
2281
Reliant Investment Management
Tennessee
$261K +$968 +21 +0.3%
KWM
2282
Kolinsky Wealth Management
New Jersey
$260K -$21.9K -474 -7%
DJYG
2283
David J. Yvars Group
Florida
$260K -$2.08K -45 -0.7%
NSB
2284
Norway Savings Bank
Maine
$260K
SCM
2285
Stordahl Capital Management
Colorado
$259K -$32.6K -708 -10%
FFG
2286
Fortem Financial Group
California
$259K -$29.2K -633 -9%
HS
2287
Horan Securities
United States
$259K +$19.4K +420 +7%
BWA
2288
Blodgett Wealth Advisors
California
$258K -$11.3K -246 -4%
CCFM
2289
Clear Creek Financial Management
Washington
$258K +$94.2K +2,043 +47%
GCA
2290
Greenwood Capital Associates
South Carolina
$258K +$276K +5,979 +1,545%
BRA
2291
Biechele Royce Advisors
Indiana
$257K +$692 +15 +0.2%
TA
2292
TrueWealth Advisors
Alabama
$257K +$79K +1,713 +37%
AWA
2293
AmeriServ Wealth Advisors
Pennsylvania
$256K -$547K -11,871 -65%
EWM
2294
EPG Wealth Management
Georgia
$256K -$13.6K -294 -4%
SBWIC
2295
Schaper Benz & Wise Investment Counsel
Wisconsin
$256K +$6.36K +138 +2%
CBOR
2296
Community Bank of Raymore
Missouri
$255K -$55.3K -1,200 -16%
APW
2297
Aurora Private Wealth
New Jersey
$255K -$24.2K -525 -8%
MRCM
2298
M&R Capital Management
New Jersey
$255K
LF
2299
LifeSteps Financial
California
$255K +$27.7K +600 +11%
CFO
2300
Colony Family Offices
North Carolina
$255K +$291K +6,300 New

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.