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
CM
2376
Columbus Macro
Pennsylvania
$273K -$20.3K -426 -7%
FB
2377
First Bancorp
Maine
$273K -$5.01K -105 -2%
HFS
2378
Howard Financial Services
Texas
$273K -$4.3K -90 -2%
C
2379
Certuity
Florida
$271K -$322K -6,750 -55%
NA
2380
Navellier & Associates
Nevada
$271K -$28.6K -600 -10%
SEA
2381
Stegent Equity Advisors
Texas
$270K +$266K +5,571 New
KFC
2382
Klingenstein Fields & Co
New York
$268K -$257K -5,388 -49%
VCM
2383
Versant Capital Management
Arizona
$268K
TFCP
2384
Twin Focus Capital Partners
Massachusetts
$268K +$266K +5,562 New
GWA
2385
GGM Wealth Advisors
Maryland
$266K +$1K +21 +0.4%
DG
2386
DMC Group
Alabama
$266K +$281K +5,877 New
PPW
2387
Parcion Private Wealth
Washington
$265K -$24.2K -507 -8%
TPW
2388
TL Private Wealth
Texas
$265K +$286 +6 +0.1%
IF
2389
IRON Financial
Illinois
$265K +$6.73K +141 +3%
PWP
2390
Personal Wealth Partners
Minnesota
$264K
MIP
2391
Mondrian Investment Partners
United Kingdom
$263K +$38K +795 +17%
MIP
2392
Marietta Investment Partners
Wisconsin
$262K -$10.3K -216 -4%
CA
2393
Commerzbank Aktiengesellschaft
Germany
$262K +$259K +5,430 New
LAS
2394
LWM Advisory Services
Florida
$262K +$260K +5,439 New
WA
2395
WP Advisors
California
$261K +$4.3K +90 +2%
DTC
2396
Davidson Trust Company
Washington
$261K +$25.6K +537 +11%
NFG
2397
Nadler Financial Group
Illinois
$260K -$25.8K -540 -9%
ME
2398
McIlrath & Eck
Washington
$260K -$4.3K -90 -2%
SFC
2399
SYM Financial Corp
Indiana
$260K -$1.86K -39 -0.7%
NAM
2400
NorthCrest Asset Manangement
Minnesota
$260K +$257K +5,382 New

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.