We are live on ! Find out more
WMT icon

Walmart Inc

2,730 hedge funds and large institutions have $127B invested in Walmart Inc in 2021 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 1,122 increasing their positions, 900 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 399 | Existing positions closed: 110

25% more repeat investments, than reductions

Existing positions increased: 1,122 | Existing positions reduced: 900

20% more call options, than puts

Call options by funds: $3.51B | Put options by funds: $2.92B

10% more funds holding

Funds holding: 2,4832,730 (+247)

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

1.33% more ownership

Funds ownership: 94.2%95.53% (+1.3%)

4% more capital invested

Capital invested by funds: $122B → $127B (+$4.6B)

Holders
2,730
Holders Change
+247
Holders Change %
+9.95%
% of All Funds
42.01%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.17%
New
399
Increased
1,122
Reduced
900
Closed
110
Calls
$3.51B
Puts
$2.92B
Net Calls
+$586M
Net Calls Change
-$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
751
Spinnaker Trust
Maine
$4.82M +$151K +3,153 +3%
PA
752
Profund Advisors
Maryland
$4.8M +$76K +1,593 +2%
BFG
753
Berger Financial Group
Minnesota
$4.78M +$263K +5,505 +6%
CRB
754
Chad R. Baker
$4.78M
WDA
755
Wendell David Associates
New Hampshire
$4.78M +$23.3K +489 +0.5%
LNC
756
Lincoln National Corp
Pennsylvania
$4.76M -$182K -3,822 -4%
MSWM
757
Mader & Shannon Wealth Management
Missouri
$4.75M +$53.9K +1,128 +1%
EP
758
Edgestream Partners
New Jersey
$4.74M +$3.76M +78,726 +401%
ACI
759
Alpha Cubed Investments
California
$4.72M -$15.7M -328,659 -77%
CI
760
Cigna Investments
Connecticut
$4.71M -$1.66M -34,830 -26%
SCM
761
Schnieders Capital Management
California
$4.69M +$206K +4,320 +5%
FIA
762
Foundations Investment Advisors
Arizona
$4.68M -$2.1M -43,950 -31%
LWCFA
763
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.67M +$155K +3,240 +3%
TCM
764
Twin Capital Management
Pennsylvania
$4.65M -$322K -6,750 -7%
BFA
765
Brendel Financial Advisors
New Hampshire
$4.64M +$4.59M +96,114 New
WAS
766
Wesleyan Assurance Society
United Kingdom
$4.63M +$143K +3,000 +3%
GLA
767
Good Life Advisors
Pennsylvania
$4.63M +$62K +1,299 +1%
HCM
768
Horrell Capital Management
Arkansas
$4.6M +$20.5K +429 +0.5%
BA
769
Baugh & Associates
Georgia
$4.59M -$573 -12 -0%
SC
770
Slow Capital
California
$4.59M +$177K +3,699 +4%
SB
771
Strategic Blueprint
Georgia
$4.58M +$331K +6,936 +8%
GIA
772
Gladstone Institutional Advisory
Florida
$4.56M +$1.88M +39,417 +72%
MCM
773
Murphy Capital Management
New Jersey
$4.55M -$18.5K -387 -0.4%
GEA
774
Glen Eagle Advisors
New Jersey
$4.54M +$160K +3,354 +4%
GA
775
GFS Advisors
Texas
$4.54M +$380K +7,950 +9%

WMT Hedge Fund Activity: Q4 2021 in Review

2,730 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2021, worth a combined $127B — up 3.8% from $122B a quarter earlier.

Buyers outnumbered sellers: 399 funds opened new WMT positions and 110 closed out — a net gain of 289 holders — while 1,122 added to existing stakes and 900 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $1.49B. The largest seller was Fisher Asset Management, cutting an estimated $1.14B.

  • 2,730 institutional investors held Walmart Inc (WMT) as of Q4 2021, up from 2,483 in Q3 2021.
  • Funds reported $127B of Walmart Inc stock for Q4 2021, up 3.8% quarter-over-quarter.
  • 399 funds opened new Walmart Inc positions in Q4 2021 and 110 closed out, a net change of +289 holders.
  • The largest Walmart Inc buyer in Q4 2021 was GQG Partners, an estimated $1.49B added.
  • The largest Walmart Inc seller in Q4 2021 was Fisher Asset Management, an estimated $1.14B sold.

Based on aggregated 13F filings for Q4 2021.