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
SWP
876
Strategic Wealth Partners
Ohio
$3.75M +$389K +8,151 +12%
CWS
877
Confluence Wealth Services
Pennsylvania
$3.74M +$3.71M +77,640 New
AIP
878
Ameritas Investment Partners
Nebraska
$3.74M -$72K -1,509 -2%
RCM
879
Radnor Capital Management
Pennsylvania
$3.74M +$3.7M +77,550 New
FTA
880
Financial & Tax Architects
Missouri
$3.73M +$249K +5,208 +7%
BOH
881
Bank of Hawaii
Hawaii
$3.73M +$31.9K +669 +0.9%
HCA
882
Horan Capital Advisors
Ohio
$3.72M +$8.59K +180 +0.2%
HSA
883
HBK Sorce Advisory
Pennsylvania
$3.72M +$211K +4,413 +6%
AF
884
Alerus Financial
North Dakota
$3.71M +$284K +5,949 +8%
ISL
885
Ingalls & Snyder LLC
New York
$3.7M -$709K -14,841 -16%
Verition Fund Management
886
Verition Fund Management
Connecticut
$3.69M +$3.01M +63,099 +469%
VIA
887
Vident Investment Advisory
Georgia
$3.69M +$538K +11,268 +17%
PAMG
888
Patton Albertson Miller Group
Tennessee
$3.69M +$99.3K +2,079 +3%
UWM
889
Udine Wealth Management
Florida
$3.69M +$3.65M +76,410 New
JSL
890
JT Stratford LLC
Georgia
$3.68M +$166K +3,471 +5%
KWM
891
Kingsview Wealth Management
Oregon
$3.68M +$22.9K +480 +0.6%
CS
892
Comerica Securities
Michigan
$3.67M +$75K +1,572 +2%
RDWM
893
Red Door Wealth Management
Tennessee
$3.67M +$267K +5,598 +8%
AF
894
Arrow Financial
New York
$3.66M -$189K -3,960 -5%
SA
895
SRN Advisors
Pennsylvania
$3.66M -$2.44K -51 -0.1%
CAM
896
Claret Asset Management
Quebec, Canada
$3.66M -$40.4K -846 -1%
RWM
897
RBA Wealth Management
California
$3.64M +$3.6M +75,387 New
CCP
898
Corient Capital Partners
California
$3.63M +$75.6K +1,584 +2%
AWM
899
Apollon Wealth Management
South Carolina
$3.63M +$1.6M +33,468 +80%
SFG
900
SevenBridge Financial Group
Pennsylvania
$3.62M +$48.7K +1,020 +1%

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.