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
ACP
1676
Aviance Capital Partners
Florida
$872K -$17.8K -372 -2%
MPAM
1677
Murphy Pohlad Asset Management
Minnesota
$868K
PIMG
1678
Patriot Investment Management Group
Tennessee
$867K -$55.1K -1,155 -6%
MTIC
1679
Missouri Trust & Investment Company
Missouri
$867K +$858K +17,979 New
VNA
1680
Valley National Advisers
Pennsylvania
$866K -$99.8K -2,091 -10%
WMA
1681
West Michigan Advisors
Michigan
$866K +$857K +17,952 New
CFA
1682
Compass Financial Advisors
Indiana
$866K +$858K +17,964 New
LA
1683
LexAurum Advisors
Kansas
$862K -$246K -5,163 -22%
CWM
1684
Chesapeake Wealth Management
Virginia
$862K -$85.9K -1,800 -9%
FMLI
1685
Fukoku Mutual Life Insurance
Japan
$862K +$27.2K +570 +3%
FMTC
1686
Farmers & Merchants Trust Company
California
$861K +$49K +1,026 +6%
GDP
1687
Great Diamond Partners
Maine
$860K -$96K -2,010 -10%
EWA
1688
Exencial Wealth Advisors
Oklahoma
$860K +$235K +4,920 +38%
TWA
1689
TCI Wealth Advisors
Arizona
$857K -$43.4K -909 -5%
RW
1690
REDW Wealth
New Mexico
$856K -$50.4K -1,056 -6%
GSC
1691
G&S Capital
Colorado
$853K -$85.5K -1,791 -9%
WA
1692
Waverly Advisors
Alabama
$853K -$77.2K -1,617 -8%
AL
1693
Arnhold LLC
New York
$852K -$11.9K -249 -1%
CFO
1694
Collective Family Office
Pennsylvania
$852K +$118K +2,475 +16%
MA
1695
MJP Associates
Connecticut
$851K -$71.2K -1,491 -8%
ECM
1696
Elgethun Capital Management
South Dakota
$850K +$61.6K +1,290 +8%
VCG
1697
Vantage Consulting Group
Virginia
$850K +$79.9K +1,674 +10%
SA
1698
Syntax Advisors
New York
$850K +$841K +17,625 New
CA
1699
Cornerstone Advisory
Maryland
$849K -$73.8K -1,545 -8%
GC
1700
Grace Capital
Massachusetts
$849K -$6.16K -129 -0.7%

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.