Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WALMART INC (WMT)

4K + Investors. Track Smart Money conviction in WMT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +326
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — WMT

Based on 4016 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added WMT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
4,016 hedge funds hold WMT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+450 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

2041 buying1713 selling
Last quarter: 2,041 funds bought or added vs 1,713 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+268 vs last Q)

new funds entering per quarter
Funds opening a new WMT position: 217 → 265 → 211 → 479. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 14% new
2,707 out of 4,016 hedge funds have held WMT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

433 → 217 → 265 → 211 → 479 new funds/Q
New funds entering each quarter: 217 → 265 → 211 → 479. A growing number of institutions are discovering WMT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Of 4,118 current holders: 2,755 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
50 of 4016 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in WMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WMT

How many hedge funds hold WMT — quarterly history vs. share price
Quarterly hedge fund ownership of WMT vs. share price

Market Analysis: WMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WMT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

277 top-rated funds 165 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
7.6
/ 10
conviction
Hedge Fund Positioning: WMT
2026 Q1 Stats Unlock in 11 days 4K + Investors

Track Smart Money conviction in WMT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 4118 3791 8.63%
13F Shares 2.94B 2.81B 4.72%
Total Value $324.96B $286.55B 13.4%
New Positions 485 217 +268
Increased Positions 1717 1785 -68
Closed Positions 163 178 -15
Reduced Positions 1658 1572 +86
Total Calls 57 56 1.79%
Total Puts 61 60 1.67%
PUT/CALL Ratio 1.07 1.07 Neutral

Statistics: WMT

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

4K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WMT. Verified SEC 13F-HR filings.

Top 25 institutional holders of WMT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Narus Financial Partners, LLC 43.90% 1,348,003 $167.5M
2 HERITAGE OAK WEALTH ADVISORS LLC 42.99% 1,086,269 $135.3M
3 Hexagon Capital Partners LLC 40.04% 2,201,715 $273.6M
4 Churchill Financial Advisors, LLC 26.13% 1,000,579 $124.4M
5 Uniting Wealth Partners, LLC 21.24% 801,015 $99.7M
6 NEW WAVE WEALTH ADVISORS LLC 12.14% 280,953 $35.0M
7 FLP Wealth Management, LLC 11.39% 3,480 $5.6M
8 Forty-three Eighteen Advisors, LLC 10.89% 116,317 $14.5M
9 TLW Wealth Management, LLC 10.87% 149,339 $18.6M
10 FOURPATH CAPITAL MANAGEMENT, LLC 9.24% 518,000 $64.4M
11 Stack Financial Management, Inc 9.21% 1,008,421 $125.3M
12 Walker Asset Management, LLC 8.79% 130,801 $16.3M
13 Investment Management Trust, LLC 6.99% 57,745 $7.2M
14 Westchester Capital Management, Inc. 6.29% 251,380 $31.2M
15 R.H. Investment Group, LLC 6.17% 62,860 $8.0M
16 Constitution Capital LLC 5.89% 94,863 $11.8M
17 TMB Capital Partners, LLC 5.85% 139,913 $17.4M
18 Gerald Baker Financial Group LLC 5.75% 161,056 $14.6M
19 SeaTown Holdings Pte. Ltd. 5.63% 69,208 $8.6M
20 Pavion Blue Capital, LLC 5.55% 102,782 $12.8M
21 PUREfi Wealth, LLC 5.48% 67,325 $8.4M
22 Directional Asset Management 5.46% 48,053 $6.0M
23 Wealth Group, Ltd. 5.43% 46,870 $6K
24 SPRING CAPITAL MANAGEMENT, LLC 5.41% 86,109 $10.7M
25 PHYSICIANS FINANCIAL SERVICES, INC. 5.37% 157,758 $20K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WALMART INC (WMT)

What does the Smart Money Trend signal show for WMT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WMT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WMT?

Slight buying edge — 54% buying: Last quarter: 2,041 funds bought or added vs 1,713 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WMT holders?

Elite ownership — 58% AUM from top-100 funds: 50 of 4016 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in WMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WMT?

67% of holders stayed for 2+ years: 2,707 out of 4,016 hedge funds have held WMT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.