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
ACM
1226
Allred Capital Management
Texas
$1.98M -$64.4K -1,350 -3%
ESB
1227
Essex Savings Bank
Connecticut
$1.98M -$24.8K -519 -1%
SOAMC
1228
Spirit of America Management Corp
New York
$1.98M +$28.6K +600 +1%
AMCA
1229
Arthur M. Cohen & Associates
Illinois
$1.98M -$293K -6,138 -13%
ONB
1230
Old National Bancorp
Indiana
$1.98M -$316K -6,618 -14%
DWT
1231
Dorsey & Whitney Trust
South Dakota
$1.97M +$236K +4,947 +14%
QWM
1232
QP Wealth Management
New Jersey
$1.97M +$6.01K +126 +0.3%
QCG
1233
Quadrant Capital Group
Ohio
$1.96M -$141K -2,958 -7%
VA
1234
Valmark Advisers
Ohio
$1.96M +$161K +3,372 +9%
BCCM
1235
Bridge Creek Capital Management
Massachusetts
$1.96M +$572K +11,985 +42%
GCM
1236
Gables Capital Management
Florida
$1.96M +$150K +3,150 +8%
FPCM
1237
Financial Partners Capital Management
New York
$1.95M
FWM
1238
Finer Wealth Management
Massachusetts
$1.95M +$1.93M +40,440 New
SIM
1239
Sentry Investment Management
Wisconsin
$1.94M +$35.8K +750 +2%
NSIM
1240
North Star Investment Management
Illinois
$1.94M -$114K -2,394 -6%
WCM
1241
Windsor Capital Management
Arizona
$1.94M -$1.29K -27 -0.1%
SCI
1242
Stableford Capital II
Arizona
$1.94M +$1.27M +26,550 +178%
Credit Agricole
1243
Credit Agricole
France
$1.93M -$3.98M -83,427 -68%
BCM
1244
Boltwood Capital Management
California
$1.93M +$6.73K +141 +0.4%
WAAG
1245
Wealth Alliance Advisory Group
Kansas
$1.93M -$304K -6,372 -14%
Fuller & Thaler Asset Management
1246
Fuller & Thaler Asset Management
California
$1.92M -$286K -6,000 -13%
AF
1247
Advisornet Financial
Minnesota
$1.92M +$72K +1,509 +4%
FRA
1248
Front Row Advisors
California
$1.92M +$10K +210 +0.5%
FCA
1249
FLC Capital Advisors
California
$1.92M +$39.4K +825 +2%
PPW
1250
Pinnacle Private Wealth
Massachusetts
$1.92M +$1.9M +39,744 New

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.