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Walmart
WMT

Overview Fund Activity

2,606 hedge funds and large institutions have $105B invested in Walmart in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,121 increasing their positions, 1,074 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-111
Holders Change %
-4.09%
% of All Funds
44.06%
Holding in Top 10
78
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.89%
% of All Funds
1.32%
New
139
Increased
1,121
Reduced
1,074
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$563M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$239M
5
Bessemer Group
Bessemer Group
New Jersey
+$220M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$683M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$563M
3
AWA
Aaron Wealth Advisors
Illinois
-$390M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$325M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
2401
Rock Creek Group
District of Columbia
$208K -$99.5K -2,454 -32%
AWA
2402
Alta Wealth Advisors
Massachusetts
$208K -$49.4K -1,227 -19%
SC
2403
Sawyer & Company
Massachusetts
$207K – – –
ACM
2404
Armbruster Capital Management
New York
$207K – – –
ERWM
2405
Elk River Wealth Management
Colorado
$207K – – –
TIA
2406
Tandem Investment Advisors
South Carolina
$207K +$24.5K +603 +13%
RZH
2407
Relyea Zuckerberg Hanson
Connecticut
$206K -$52K -1,281 -20%
CWM
2408
Cabot Wealth Management
Massachusetts
$206K -$41.3K -1,020 -17%
MFP
2409
Meridian Financial Partners
Virginia
$206K +$206K +4,887 New
IIC
2410
Integrated Investment Consultants
Michigan
$205K -$75.8K -1,866 -27%
TMWM
2411
Taylor & Morgan Wealth Management
Michigan
$205K +$244 +6 +0.1%
CWA
2412
Capital Wealth Alliance
Arizona
$204K -$2.79K -69 -1%
BWM
2413
Blossom Wealth Management
California
$204K +$7.29K +180 +4%
QFA
2414
Quantum Financial Advisors
California
$204K +$204K +4,731 New
OWA
2415
Opal Wealth Advisors
New York
$204K +$204K +5,028 New
RWA
2416
RGT Wealth Advisors
Texas
$203K +$203K +4,998 New
CWC
2417
Carolinas Wealth Consulting
North Carolina
$203K +$179K +44,544 +744%
GAB
2418
German American Bancorp
Indiana
$202K -$68.9K -1,701 -25%
KFC
2419
Klingenstein Fields & Co
New York
$202K – – –
JWBC
2420
J.W. Burns & Co
New York
$202K – – –
SPWM
2421
Schrum Private Wealth Management
Florida
$202K +$365 +9 +0.2%
BWM
2422
Birchcreek Wealth Management
Ohio
$202K +$202K +4,989 New
DSN
2423
D. Scott Neal
Kentucky
$200K -$62.2K -1,536 -24%
ACP
2424
Arcus Capital Partners
Georgia
$200K +$1.34K +33 +0.7%
BDFN
2425
Bond & Devick Financial Network
Minnesota
$200K +$30.4K +750 +18%
95 96
97
98 99