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
SC
976
Savant Capital
Illinois
$3.16M +$93.7K +1,962 +3%
KA
977
Keene & Associates
Texas
$3.16M +$3.13M +65,481 New
CIP
978
Convergence Investment Partners
Florida
$3.15M +$26.4K +552 +0.9%
FFM
979
Forum Financial Management
Illinois
$3.14M +$3.11M +65,154 New
FI
980
Finivi Inc
Massachusetts
$3.12M +$2.98M +62,409 New
AWA
981
Aaron Wealth Advisors
Illinois
$3.11M +$2.04M +42,795 +197%
IA
982
IFP Advisors
Florida
$3.11M -$263K -5,499 -8%
BWM
983
BerganKDV Wealth Management
Minnesota
$3.09M +$45.5K +954 +2%
1SB
984
1ST Source Bank
Indiana
$3.08M +$587K +12,294 +24%
LWAC
985
Laurel Wealth Advisors (California)
California
$3.08M +$897K +18,792 +42%
BFA
986
Benedict Financial Advisors
Georgia
$3.04M -$52.1K -1,092 -2%
WAP
987
Wealthcare Advisory Partners
Pennsylvania
$3M -$46.7K -978 -2%
LS
988
Leelyn Smith
Illinois
$2.98M +$78.8K +1,650 +3%
PI
989
PEAK6 Investments
Illinois
$2.98M -$11.8M -246,759 -80%
HA
990
Herold Advisors
New York
$2.97M +$73K +1,530 +3%
IHL
991
Investment House LLC
California
$2.97M +$270K +5,655 +10%
WA
992
Waddell & Associates
Tennessee
$2.97M +$158K +3,315 +6%
BWA
993
BDO Wealth Advisors
Florida
$2.96M +$136K +2,856 +5%
AFWM
994
AMJ Financial Wealth Management
Virginia
$2.95M +$111K +2,322 +4%
FBC
995
Fairfield, Bush & Co
Connecticut
$2.94M -$336K -7,035 -10%
AF
996
Allworth Financial
California
$2.94M +$68.3K +1,431 +2%
ETI
997
Enterprise Trust & Investment
California
$2.94M -$57.3K -1,200 -2%
RPC
998
Rossmore Private Capital
Connecticut
$2.94M
MIC
999
Meridian Investment Counsel
California
$2.93M -$57.3K -1,200 -2%
SMC
1000
Smith, Moore & Co
Missouri
$2.93M +$29.8K +624 +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.