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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
AP
2426
Adero Partners
California
$252K +$6.06K +129 +3%
FSG
2427
Financial Strategies Group
Michigan
$251K
FA
2428
Fortis Advisors
Pennsylvania
$251K
GLLW
2429
Graves Light Lenhart Wealth
Virginia
$251K
AWM
2430
Aprio Wealth Management
Georgia
$251K +$238K +5,061 New
TMWM
2431
Taylor & Morgan Wealth Management
Michigan
$250K -$281K -5,976 -54%
SICM
2432
Sustainable Insight Capital Management
New York
$250K +$32.5K +693 +16%
LFG
2433
Lockerman Financial Group
California
$250K +$236K +5,028 New
RPSA
2434
Richard P. Slaughter Associates
Texas
$250K +$236K +5,037 New
PIN
2435
Prudent Investors Network
California
$249K +$235K +5,007 New
OCM
2436
Orser Capital Management
Texas
$248K -$1.01M -21,468 -81%
LAS
2437
LWM Advisory Services
Florida
$248K -$22.7K -483 -9%
JWBC
2438
J.W. Burns & Co
New York
$248K
CTA
2439
Chesley Taft & Associates
Illinois
$248K +$4.22K +90 +2%
KFC
2440
Klingenstein Fields & Co
New York
$247K -$26.9K -573 -10%
CFA
2441
Camarda Financial Advisors
Florida
$247K -$7.04K -150 -3%
MA
2442
Mezzasalma Advisors
New Jersey
$246K
TCM
2443
Triumph Capital Management
Colorado
$246K +$232K +4,950 New
RIG
2444
Renaissance Investment Group
Massachusetts
$245K -$22K -468 -9%
JEST
2445
JTC Employer Solutions Trustee
Jersey
$245K
FA
2446
Financial Advisors
Massachusetts
$244K
FWM
2447
ForthRight Wealth Management
Georgia
$243K
ACP
2448
Arcus Capital Partners
Georgia
$243K +$704 +15 +0.3%
BWA
2449
Bordeaux Wealth Advisors
California
$243K +$15.5K +330 +7%
PHIC
2450
Pine Haven Investment Counsel
Massachusetts
$242K

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.