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
↓ -12
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — WMT

Based on 4430 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WMT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
4,430 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
+514 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 — 50% buying

2156 buying2134 selling
Last quarter: 2,156 funds bought or added vs 2,134 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.
⚠️

Fewer new buyers each quarter (-79 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 243 → 542 → 335 → 256. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
2,940 out of 4,430 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.
💎

Buying through price weakness — shares +35%, value +1%

Value
+1%
Shares
+34%
Last quarter: funds added +35% more shares while total portfolio value only changed +1%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

299 → 243 → 542 → 335 → 256 new funds/Q
New funds entering each quarter: 243 → 542 → 335 → 256. WMT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 67% veterans vs 18% newcomers

■ 67% veterans ■ 14% 1-2yr ■ 18% new
Entry-cohort mix of 4,540 holders: 3,055 (67%) are 2+ year veterans, 656 entered 1–2 years ago, and 829 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
76 of 4413 holders are among the 100 largest funds by AUM, controlling 65% 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.

Institutional Sentiment Summary — WMT

In 2026 Q2, 2156 hedge funds were net buyers of WMT (256 opened a new position, 1900 added to an existing one), while 2134 reduced or exited (1866 trimmed, 268 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 65% of total institutional value in WMT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -12 funds (more exits than new entries). Total institutional holders: 4430.

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.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

97 top-rated funds 112 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: WMT
4K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 4370 4442 -1.62%
13F Shares 3.03B 2.81B 7.79%
Total Value $335.21B $338.94B -1.1%
New Positions 236 335 -99
Increased Positions 1872 1688 +184
Closed Positions 291 245 +46
Reduced Positions 1809 1945 -136
Total Calls 54 53 1.89%
Total Puts 72 73 -1.37%
PUT/CALL Ratio 1.33 1.38 Bearish

Statistics: WMT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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.

QUARTER:
Top 25 WMT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Narus Financial Partners, LLC 38.90% 1,337,289 $151.5M
2 Heritage Oak Wealth Advisors LLC 35.63% 1,068,525 $121.0M
3 Hexagon Capital Partners LLC 34.29% 2,153,623 $243.9M
4 Churchill Financial Advisors, LLC 21.76% 998,049 $113.0M
5 Uniting Wealth Partners, LLC 18.21% 791,983 $89.7M
6 Langley Wealth Management, LLC 14.41% 19,320 $2.2M
7 Miller Wealth Advisors, LLC 14.29% 291,745 $39.9M
8 Legacy Capital Wealth Partners, LLC 11.67% 537,285 $60.9M
9 FLP Wealth Management, LLC 11.09% 55,050 $6.2M
10 TLW Wealth Management, LLC 9.01% 140,654 $15.9M
11 Stack Financial Management, Inc 8.97% 1,014,994 $115.0M
12 New Wave Wealth Advisors LLC 8.44% 273,929 $31.0M
13 Cypress Funds LLC 7.88% 252,084 $31.3M
14 Fourpath Capital Management, LLC 7.72% 517,575 $58.6M
15 Walker Asset Management, LLC 7.57% 132,499 $15.0M
16 LDIC Inc. 7.52% 105,978 $12.0M
17 Coleford Investment Management Ltd. 7.25% 293,310 $33.2M
18 Forty-three Eighteen Advisors, LLC 7.04% 92,326 $10.5M
19 Bridgelight Financial Advisors, Inc. 7.02% 74,011 $8.2M
20 Infusive Asset Management Inc. 6.72% 130,491 $14.8M
21 SeaTown Holdings Pte. Ltd. 6.04% 88,708 $10.0M
22 Opus Investment Management Inc 5.88% 95,000 $10.8M
23 Investment Management Trust, LLC 5.87% 57,827 $6.5M
24 Delta Global Management LP 5.39% 438,356 $49.6M
25 Bradley & Co. Private Wealth Management, LLC 5.39% 99,780 $11.3M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WMT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WMT?

Slight buying edge — 50% buying: Last quarter: 2,156 funds bought or added vs 2,134 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 — 65% AUM from top-100 funds: 76 of 4413 holders are among the 100 largest funds by AUM, controlling 65% 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?

66% of holders stayed for 2+ years: 2,940 out of 4,430 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.

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