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
AIM
2351
Arcadia Investment Management
Michigan
$286K +$36.7K +768 +15%
BWFA
2352
Baltimore-Washington Financial Advisors
Maryland
$286K +$284K +5,940 New
PIP
2353
Peachtree Investment Partners
Florida
$285K -$7.73K -162 -3%
DCM
2354
DGS Capital Management
New Jersey
$285K +$282K +5,913 New
RWM
2355
Rockwood Wealth Management
Pennsylvania
$285K +$282K +5,907 New
SWA
2356
Sutton Wealth Advisors
Florida
$284K +$26.2K +549 +10%
BWM
2357
BCS Wealth Management
Tennessee
$283K +$24.3K +510 +10%
WF
2358
Wayfinding Financial
Washington
$283K +$299K +6,255 New
IF
2359
Insight Folios
North Carolina
$282K +$12.6K +264 +5%
AWG
2360
Altus Wealth Group
Colorado
$278K -$143 -3 -0.1%
EW
2361
Element Wealth
Mississippi
$278K
GB
2362
Goepper Burkhardt
South Carolina
$278K
KA
2363
Klingman & Associates
New York
$278K +$6.45K +135 +2%
LFA
2364
Lauterbach Financial Advisors
Texas
$278K +$276K +5,775 New
GCM
2365
Gladius Capital Management
Illinois
$277K -$231K -4,833 -46%
EI
2366
Ethic Inc
New York
$277K -$51.3K -1,074 -16%
MFT
2367
Moisand Fitzgerald Tamayo
Florida
$277K -$30.8K -645 -10%
NC
2368
NinePointTwo Capital
California
$277K
ICM
2369
Ionic Capital Management
New York
$277K +$275K +5,751 New
RCC
2370
Red Cedar Capital
Nebraska
$276K
WCWM
2371
Willow Creek Wealth Management
California
$276K +$2K +42 +0.7%
EFL
2372
ERn Financial LLC
Wisconsin
$275K
SAM
2373
SP Asset Management
California
$275K +$859 +18 +0.3%
SC
2374
Sawyer & Company
Massachusetts
$274K -$1.57K -33 -0.6%
BA
2375
Bluesphere Advisors
Pennsylvania
$274K

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.