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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
RIG
2401
Renaissance Investment Group
Massachusetts
$212K +$18.3K +396 +8%
BAS
2402
Brown Advisory Securities
Maryland
$211K -$391K -8,475 -62%
SW
2403
StrongBox Wealth
Missouri
$211K -$18.5K -402 -7%
SWM
2404
SFG Wealth Management
Maryland
$211K +$277 +6 +0.1%
MYIA
2405
Mount Yale Investment Advisors
Colorado
$211K +$14.8K +321 +7%
BWAM
2406
Boyd Watterson Asset Management
Ohio
$210K -$2.35K -51 -1%
HWM
2407
Hohimer Wealth Management
Washington
$210K
IMOV
2408
Investment Management of Virginia
Virginia
$210K
MF
2409
Montis Financial
Massachusetts
$210K
TFA
2410
Triad Financial Advisors
North Carolina
$210K +$138 +3 +0.1%
FSG
2411
Financial Strategies Group
Michigan
$210K +$4.98K +108 +2%
VBFG
2412
Vishria Bird Financial Group
Tennessee
$209K -$111K -2,400 -32%
OPTFSNA
2413
Old Point Trust & Financial Services N A
Virginia
$209K +$24.9K +540 +12%
RCG
2414
Rock Creek Group
District of Columbia
$208K -$113K -2,454 -32%
AWA
2415
Alta Wealth Advisors
Massachusetts
$208K -$56.6K -1,227 -19%
ACM
2416
Armbruster Capital Management
New York
$207K
ERWM
2417
Elk River Wealth Management
Colorado
$207K
SC
2418
Sawyer & Company
Massachusetts
$207K
TIA
2419
Tandem Investment Advisors
South Carolina
$207K +$27.8K +603 +13%
RZH
2420
Relyea Zuckerberg Hanson
Connecticut
$206K -$59.1K -1,281 -20%
CWM
2421
Cabot Wealth Management
Massachusetts
$206K -$47K -1,020 -17%
MFP
2422
Meridian Financial Partners
Virginia
$206K +$225K +4,887 New
IIC
2423
Integrated Investment Consultants
Michigan
$205K -$86K -1,866 -27%
TMWM
2424
Taylor & Morgan Wealth Management
Michigan
$205K +$277 +6 +0.1%
CWA
2425
Capital Wealth Alliance
Arizona
$204K -$3.18K -69 -1%

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.