We are live on ! Find out more
WMT icon

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
DWM
2326
Darwin Wealth Management
Florida
$298K -$784K -16,698 -74%
EI
2327
Ellevest Inc
New York
$298K -$13.2K -282 -4%
CA
2328
Centerpoint Advisors
Massachusetts
$298K
CWM
2329
Concentric Wealth Management
California
$298K
MCM
2330
Magnolia Capital Management
New York
$298K
CWC
2331
Carolinas Wealth Consulting
North Carolina
$297K -$26.8K -570 -9%
BCM
2332
Bluefin Capital Management
New York
$296K -$1.86M -39,513 -87%
EWM
2333
Evermay Wealth Management
Virginia
$296K -$4.22K -90 -1%
ADBIC
2334
A.D. Beadell Investment Counsel
Wisconsin
$296K
NCM
2335
Northside Capital Management
Oregon
$296K
EW
2336
Element Wealth
Mississippi
$296K +$10.1K +216 +4%
MKC
2337
M. Kraus & Co
Vermont
$296K +$52.1K +1,110 +23%
WPA
2338
West Paces Advisors
Georgia
$296K +$40.3K +858 +17%
MWM
2339
MinichMacGregor Wealth Management
New York
$295K -$3.52K -75 -1%
GB
2340
Goepper Burkhardt
South Carolina
$292K +$6.06K +129 +2%
BFWA
2341
Benchmark Financial Wealth Advisors
Florida
$292K +$64.2K +1,368 +30%
AIA
2342
Alera Investment Advisors
Illinois
$292K +$277K +5,895 New
IFS
2343
Intelligent Financial Strategies
Minnesota
$290K -$27K -576 -9%
SAM
2344
SP Asset Management
California
$290K
SC
2345
Schoolcraft Capital
Colorado
$288K +$273K +5,811 New
AWG
2346
Altus Wealth Group
Colorado
$288K +$1.41K +30 +0.5%
LFA
2347
Lauterbach Financial Advisors
Texas
$287K
HFS
2348
Howard Financial Services
Texas
$287K +$5.77K +123 +2%
NC
2349
NinePointTwo Capital
California
$286K
BSSFA
2350
Baron Silver Stevens Financial Advisors
Florida
$286K +$271K +5,769 New

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.