We are live on ! Find out more
WMT icon

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
CLOS
2451
Compagnie Lombard Odier SCmA
Switzerland
$178K -$725K -15,726 -78%
EL
2452
EMFO LLC
Florida
$178K
KFI
2453
Key Financial Inc
Pennsylvania
$172K +$8.58K +186 +5%
Cohen & Steers
2454
Cohen & Steers
New York
$171K +$76.2K +1,653 +65%
APW
2455
Acima Private Wealth
Virginia
$167K
MGIM
2456
M&G Investment Management
United Kingdom
$166K +$22.7M +492,303 +14%
KA
2457
Kozak & Associates
Colorado
$166K -$33.6K -729 -15%
TFGT
2458
TS Financial Group (TSFG)
Illinois
$166K -$17.7K -384 -9%
HFS
2459
Heritage Financial Services
Massachusetts
$163K +$186K +4,032 New
BWL
2460
Bogart Wealth LLC
Virginia
$162K +$26.6K +576 +17%
MCA
2461
Maryland Capital Advisors
Maryland
$146K -$3.46K -75 -2%
BA
2462
Bivin & Associates
Oklahoma
$144K -$6.92K -150 -4%
BRWM
2463
B. Riley Wealth Management
Tennessee
$143K -$1M -21,687 -15%
ICM
2464
Islay Capital Management
Texas
$143K
TLCM
2465
Twin Lakes Capital Management
California
$142K
EA
2466
Evolution Advisers
Virginia
$140K +$138 +3 +0.1%
ODG
2467
O'Dell Group
Ohio
$138K -$32.1K -696 -17%
LSA
2468
Lansing Street Advisors
Pennsylvania
$134K +$277 +6 +0.2%
HI
2469
Hoey Investments
Pennsylvania
$131K +$86.6K +1,878 +138%
WPWM
2470
Western Pacific Wealth Management
Illinois
$130K
TSWM
2471
Tyler-Stone Wealth Management
Ohio
$129K +$138 +3 +0.1%
C
2472
Covestor
United Kingdom
$126K -$17.3K -375 -11%
FMP
2473
Financial Management Professionals
Texas
$126K -$11.8K -255 -8%
AWM
2474
Accel Wealth Management
Iowa
$123K +$20.2K +438 +18%
TCWA
2475
Ten Capital Wealth Advisors
Washington
$122K +$3.6K +78 +3%

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.