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
AWM
1601
Avior Wealth Management
Nebraska
$997K +$196K +4,101 +25%
HWM
1602
Horizon Wealth Management
Illinois
$996K +$986K +20,652 New
SDAM
1603
Shulman DeMeo Asset Management
New York
$995K -$38.4K -804 -4%
PG
1604
Proffitt & Goodson
Tennessee
$993K -$5.73K -120 -0.6%
CRWM
1605
Castle Rock Wealth Management
California
$991K +$716 +15 +0.1%
Rafferty Asset Management
1606
Rafferty Asset Management
New York
$990K +$40.7K +852 +4%
EA
1607
Eudaimonia Advisors
Tennessee
$990K +$980K +20,535 New
BAM
1608
Byrne Asset Management
New Jersey
$988K +$978K +20,478 New
WLIM
1609
White Lighthouse Investment Management
Massachusetts
$978K +$1.72K +36 +0.2%
KFP
1610
KMG Fiduciary Partners
Ohio
$978K +$42.4K +888 +5%
EVC
1611
Eidelman Virant Capital
Missouri
$977K
BPCE
1612
Bank Pictet & Cie (Europe)
Germany
$974K +$301K +6,300 +45%
HWMG
1613
Hurlow Wealth Management Group
Indiana
$973K
VBCG
1614
Valley Brook Capital Group
Pennsylvania
$967K +$130K +2,730 +16%
ACWM
1615
Adams Chetwood Wealth Management
North Carolina
$966K +$129K +2,700 +16%
PA
1616
PSI Advisors
Florida
$961K +$39K +816 +4%
SIA
1617
Strategic Investment Advisors
Michigan
$961K +$79.6K +1,668 +9%
ECM
1618
Evergreen Capital Management
Washington
$958K -$82.8K -1,734 -8%
SIA
1619
SkyView Investment Advisors
New Jersey
$956K +$5.73K +120 +0.6%
PWA
1620
Phoenix Wealth Advisors
North Carolina
$955K +$239K +4,998 +34%
EC
1621
Estate Counselors
Wisconsin
$953K +$944K +19,776 New
GFPC
1622
Global Financial Private Client
Florida
$950K -$6.3K -132 -0.7%
EFA
1623
Evernest Financial Advisors
Indiana
$949K +$803K +16,824 New
HCMT
1624
Highland Capital Management (Tennessee)
Tennessee
$948K +$5.73K +120 +0.6%
GBT
1625
Grove Bank & Trust
Florida
$944K +$40.7K +852 +5%

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.