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Walmart Inc
WMT

2,601 hedge funds and large institutions have $112B invested in Walmart Inc in 2022 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 1,125 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more funds holding in top 10

Funds holding in top 10: 79 → 117 (+38)

12% more repeat investments, than reductions

Existing positions increased: 1,125 | Existing positions reduced: 1,007

11% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 136

6% more capital invested

Capital invested by funds: $106B → $112B (+$6.38B)

8% more call options, than puts

Call options by funds: $3.08B | Put options by funds: $2.87B

0.41% more ownership

Funds ownership: 95.58% → 95.99% (+0.41%)

1% less funds holding

Funds holding: 2,620 → 2,601 (-19)

Holders
2,601
Holders Change
-19
Holders Change %
-0.73%
% of All Funds
44.8%
Holding in Top 10
117
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+48.1%
% of All Funds
2.02%
New
151
Increased
1,125
Reduced
1,007
Closed
136
Calls
$3.08B
Puts
$2.87B
Net Calls
+$217M
Net Calls Change
+$27.2M

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$1B
2
DZ Bank
DZ Bank
Germany
+$417M
3
Citadel Advisors
Citadel Advisors
Florida
+$388M
4
BlackRock
BlackRock
New York
+$357M
5
Amundi
Amundi
France
+$352M

Top Sellers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
-$1.29B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$315M
3
Bessemer Group
Bessemer Group
New Jersey
-$253M
4
JP Morgan Chase
JP Morgan Chase
New York
-$226M
5
AS
Altshuler Shaham
Israel
-$197M
Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
2376
Hutchens & Kramer Investment Management Group
Indiana
$216K +$214K +4,890 New
IFPG
2377
Intrepid Financial Planning Group
Indiana
$216K +$219K +5,001 New
WWM
2378
Windsor Wealth Management
Indiana
$215K -$149K -3,390 -40%
RFN
2379
Redwood Financial Network
Ohio
$215K -$20.9K -477 -9%
KFC
2380
Klingenstein Fields & Co
New York
$215K – – –
FA
2381
Financial Advisors
Massachusetts
$215K +$216K +4,923 New
BDFN
2382
Bond & Devick Financial Network
Minnesota
$214K – – –
ACP
2383
Arcus Capital Partners
Georgia
$214K +$789 +18 +0.4%
JDR
2384
Jay D. Rosenbaum
$213K -$113K -2,571 -34%
BFA
2385
Beacon Financial Advisory
Ohio
$213K -$105K -2,388 -33%
DSN
2386
D. Scott Neal
Kentucky
$213K – – –
GAG
2387
GM Advisory Group
New York
$213K +$216K +4,938 New
HIC
2388
Hartline Investment Corp
Illinois
$212K -$15.2M -347,280 -99%
LA
2389
Latitude Advisors
Florida
$212K +$215K +4,899 New
BWA
2390
Blodgett Wealth Advisors
California
$211K -$65.6K -1,497 -24%
MAG
2391
Mokosak Advisory Group
Iowa
$211K +$213K +4,872 New
LCM
2392
Leisure Capital Management
California
$211K +$214K +4,875 New
PHIC
2393
Pine Haven Investment Counsel
Massachusetts
$211K +$214K +4,875 New
BBPWM
2394
Blue Bell Private Wealth Management
Pennsylvania
$210K – – –
PCWA
2395
Pacific Capital Wealth Advisors
California
$210K +$212K +4,848 New
IFS
2396
Intelligent Financial Strategies
Minnesota
$209K – – –
MSFP
2397
Mark Sheptoff Financial Planning
Connecticut
$209K – – –
ES
2398
Eagle Strategies
New York
$209K +$212K +4,839 New
MFA
2399
Mayflower Financial Advisors
Massachusetts
$208K -$85.6K -1,953 -29%
AC
2400
Applied Capital
Arkansas
$208K -$20.5K -468 -9%
94 95
96
97 98

WMT Hedge Fund Activity: Q3 2022 in Review

2,601 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2022, worth a combined $112B — up 6% from $106B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new WMT positions and 136 closed out — a net gain of 15 holders — while 1,125 added to existing stakes and 1,007 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $1B. The largest seller was GQG Partners, cutting an estimated $1.29B.

  • 2,601 institutional investors held Walmart Inc (WMT) as of Q3 2022, down from 2,620 in Q2 2022.
  • Funds reported $112B of Walmart Inc stock for Q3 2022, up 6% quarter-over-quarter.
  • 151 funds opened new Walmart Inc positions in Q3 2022 and 136 closed out, a net change of +15 holders.
  • The largest Walmart Inc buyer in Q3 2022 was Fisher Asset Management, an estimated $1B added.
  • The largest Walmart Inc seller in Q3 2022 was GQG Partners, an estimated $1.29B sold.

Based on aggregated 13F filings for Q3 2022.