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
MA
2376
Mezzasalma Advisors
New Jersey
$220K +$22.1K +480 +10%
BA
2377
Bristlecone Advisors
Washington
$220K +$251K +5,439 New
TIA
2378
Traphagen Investment Advisors
New Jersey
$219K +$1.94K +42 +0.8%
EWA
2379
Evolution Wealth Advisors
Florida
$219K
FPIS
2380
Financial Planning & Information Services
Wisconsin
$219K
GCMG
2381
Gyroscope Capital Management Group
Florida
$219K +$249K +5,400 New
BIAS
2382
Beacon Investment Advisory Services
New Jersey
$218K -$128K -2,781 -34%
MCM
2383
Maple Capital Management
Vermont
$218K +$5.81K +126 +2%
MAA
2384
Matrix Asset Advisors
New York
$217K
PCI
2385
Planning Center Inc
Illinois
$217K +$3.6K +78 +2%
CCFCSB
2386
Cape Cod Five Cents Savings Bank
Massachusetts
$217K +$246K +5,343 New
SCA
2387
SMH Capital Advisors
Texas
$217K +$247K +5,346 New
KWA
2388
Kellett Wealth Advisors
Ohio
$216K
CAL
2389
Capital Advisors Ltd
Ohio
$215K -$6.78K -147 -3%
NA
2390
Navellier & Associates
Nevada
$215K
LFG
2391
Larson Financial Group
Missouri
$215K +$415 +9 +0.2%
SIM
2392
Sadoff Investment Management
Wisconsin
$215K +$26.3K +570 +12%
SFC
2393
SYM Financial Corp
Indiana
$214K +$2.77K +60 +1%
AC
2394
Applied Capital
Arkansas
$214K +$7.47K +162 +3%
TW
2395
TrinityPoint Wealth
Connecticut
$214K +$243K +5,268 New
D
2396
Diversified
Delaware
$213K
MIM
2397
Merrion Investment Management
New Jersey
$213K
PA
2398
Probity Advisors
Texas
$213K +$19.2K +417 +9%
AIA
2399
Alera Investment Advisors
Illinois
$212K -$31.1K -675 -11%
VFP
2400
Verus Financial Partners
Virginia
$212K -$12.7K -276 -5%

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.