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
FNBSF
2076
First National Bank Sioux Falls
South Dakota
$435K
JHP
2077
James Hambro & Partners
United Kingdom
$435K
MIM
2078
Montgomery Investment Management
Maryland
$435K
PFA
2079
Paradigm Financial Advisors
Missouri
$435K
ACM
2080
AUA Capital Management
Pennsylvania
$435K +$68K +1,425 +19%
AIM
2081
Alhambra Investment Management
Florida
$432K -$52.3K -1,095 -11%
LIA
2082
LBMC Investment Advisors
Tennessee
$432K +$8.59K +180 +2%
RWP
2083
Ridgecrest Wealth Partners
California
$431K +$11.9K +249 +3%
OFG
2084
Oxford Financial Group
Indiana
$430K +$32.8K +687 +8%
GKWIM
2085
Gerber Kawasaki Wealth & Investment Management
California
$429K +$58.9K +1,233 +16%
WI
2086
WrapManager Inc
California
$429K +$174K +3,639 +69%
BA
2087
Bridgewater Advisors
New York
$428K
PP
2088
Patron Partners
Texas
$428K
GWI
2089
Grace & White Inc
New York
$427K
CRIG
2090
Charter Research & Investment Group
Connecticut
$427K +$21.2K +444 +5%
RCWM
2091
Royal Capital Wealth Management
Indiana
$426K +$422K +8,835 New
LF
2092
Lantz Financial
Illinois
$425K
TFA
2093
Triad Financial Advisors
North Carolina
$425K +$421K +8,811 New
EM
2094
ELCO Management
New York
$424K -$96.7K -2,025 -19%
CH
2095
Canton Hathaway
Rhode Island
$423K +$35.8K +750 +9%
WA
2096
WealthTrust Axiom
Pennsylvania
$422K
COF
2097
Capital One Financial
Virginia
$421K +$8.45K +177 +2%
ACP
2098
Aveo Capital Partners
Colorado
$420K -$24.8K -519 -6%
SFP
2099
Shepherd Financial Partners
Massachusetts
$420K +$4.3K +90 +1%
BMM
2100
Buffington Mohr McNeal
Idaho
$419K -$150K -3,150 -27%

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.