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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
BBL
2001
Beck Bode LLC
Massachusetts
$491K -$2.15K -45 -0.4%
CWS
2002
Cypress Wealth Services
California
$491K +$21.5K +450 +5%
SFP
2003
Sweet Financial Partners
Minnesota
$491K +$486K +10,173 New
MC
2004
Matisse Capital
Oregon
$490K
UBV
2005
United Bank (Virginia)
Virginia
$488K
PMA
2006
Prudent Man Advisors
Illinois
$487K -$6.01K -126 -1%
KW
2007
KWB Wealth
California
$486K -$52.4K -1,098 -10%
CAM
2008
Columbia Asset Management
Michigan
$486K
PCG
2009
Private Capital Group
Connecticut
$485K -$14.3K -300 -3%
IF
2010
Ironwood Financial
Arizona
$485K -$3.15K -66 -0.7%
EWM
2011
Endurance Wealth Management
Rhode Island
$484K +$22.9K +480 +5%
SIC
2012
Samalin Investment Counsel
New York
$483K -$3.58K -75 -0.7%
TFM
2013
TFC Financial Management
Massachusetts
$480K
WPC
2014
Wedmont Private Capital
Pennsylvania
$480K +$472K +9,897 New
ST
2015
Sabal Trust
Florida
$477K -$104K -2,178 -18%
EIG
2016
Ellenbecker Investment Group
Wisconsin
$477K -$15.9K -333 -3%
KM
2017
Kalos Management
Georgia
$477K +$9.02K +189 +2%
BS
2018
Bessemer Securities
New York
$476K +$55.6K +1,164 +13%
ORC
2019
O'Rourke & Company
Massachusetts
$476K +$471K +9,864 New
PWAC
2020
Private Wealth Advisors (California)
California
$475K -$30.6K -642 -6%
CC
2021
Capital Counsel
New York
$474K -$10.7K -225 -2%
ITIM
2022
Indiana Trust & Investment Management
Indiana
$474K
CB
2023
CNB Bank
Pennsylvania
$471K +$4.73K +99 +1%
RGF
2024
Retirement Guys Formula
Ohio
$471K +$466K +9,759 New
TI
2025
Truepoint Inc
Ohio
$469K -$7.45K -156 -2%

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.