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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
BWM
2401
Birchcreek Wealth Management
Ohio
$208K -$7.36K -168 -3%
CYG
2402
Clean Yield Group
Vermont
$208K +$6.57K +150 +3%
AC
2403
Avenir Corporation
Virginia
$208K +$211K +4,821 New
EWA
2404
Evolution Wealth Advisors
Florida
$207K -$26.9K -615 -11%
SHWM
2405
Silicon Hills Wealth Management
Texas
$207K +$210K +4,791 New
BA
2406
Bridge Advisory
California
$207K +$210K +4,794 New
EI
2407
Ellevest Inc
New York
$206K +$920 +21 +0.4%
OAM
2408
Oberweis Asset Management
Illinois
$206K +$208K +4,755 New
FWM
2409
ForthRight Wealth Management
Georgia
$206K +$209K +4,761 New
SICM
2410
Sustainable Insight Capital Management
New York
$205K -$26.3K -600 -11%
QFA
2411
Quantum Financial Advisors
California
$205K +$526 +12 +0.3%
KAM
2412
Knightsbridge Asset Management
California
$205K +$207K +4,731 New
GA
2413
Gateway Advisory
New Jersey
$205K +$207K +4,734 New
ES
2414
ETF Store
Kansas
$205K +$208K +4,743 New
BIA
2415
Barry Investment Advisors
Massachusetts
$205K +$208K +4,749 New
FP
2416
Financial Perspectives
Minnesota
$205K – – –
NA
2417
Navellier & Associates
Nevada
$204K -$26.3K -600 -11%
TIA
2418
Tandem Investment Advisors
South Carolina
$203K -$17.5K -399 -8%
FCM
2419
Firestone Capital Management
Florida
$203K +$205K +4,686 New
PA
2420
Parkside Advisors
California
$203K +$205K +4,689 New
HCM
2421
Huber Capital Management
California
$202K -$486K -11,100 -70%
EC
2422
EdgeRock Capital
Colorado
$202K +$205K +4,677 New
IWA
2423
Inspirion Wealth Advisors
Illinois
$202K +$205K +4,680 New
BCB
2424
Brian C. Broderick
$201K +$204K +4,650 New
RRA
2425
Round Rock Advisors
Connecticut
$201K +$204K +4,659 New
95 96
97
98 99

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.