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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
D
2401
Diversified
Delaware
$260K +$11.8K +252 +5%
CT
2402
Columbia Trust
Oregon
$260K +$233K +4,962 New
MIM
2403
Merrion Investment Management
New Jersey
$260K +$246K +5,250 New
VFP
2404
Verus Financial Partners
Virginia
$259K -$81.3K -1,731 -25%
SFC
2405
SYM Financial Corp
Indiana
$259K -$8.03K -171 -3%
TFA
2406
Triad Financial Advisors
North Carolina
$258K -$170K -3,621 -41%
HWM
2407
Hohimer Wealth Management
Washington
$258K
MF
2408
Montis Financial
Massachusetts
$258K
SWM
2409
SFG Wealth Management
Maryland
$258K +$141 +3 +0.1%
IMOV
2410
Investment Management of Virginia
Virginia
$257K
EWP
2411
Engrave Wealth Partners
Texas
$256K -$5.63K -120 -2%
RWP
2412
Revolve Wealth Partners
New Jersey
$256K +$5.21K +111 +2%
CA
2413
Crewe Advisors
Utah
$256K +$78.2K +1,665 +48%
SPWM
2414
Schrum Private Wealth Management
Florida
$256K +$233K +4,971 New
PCI
2415
Planning Center Inc
Illinois
$255K
HFM
2416
Harvest Fund Management
China
$255K +$242K +5,154 New
ERWM
2417
Elk River Wealth Management
Colorado
$254K -$141K -3,000 -37%
SC
2418
Sawyer & Company
Massachusetts
$254K -$26.8K -570 -10%
AC
2419
Applied Capital
Arkansas
$254K +$141 +3 +0.1%
CWA
2420
Capital Wealth Alliance
Arizona
$254K +$563 +12 +0.2%
WWG
2421
West Wealth Group
California
$254K +$1.83K +39 +0.8%
DTC
2422
Davidson Trust Company
Washington
$253K -$14.8K -315 -6%
ACM
2423
Armbruster Capital Management
New York
$253K -$11.3K -240 -4%
OC
2424
Oppenheimer & Close
New York
$253K
PFM
2425
Phillips Financial Management
Indiana
$253K +$239K +5,088 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.