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
↑ +78
Streak
11Q ▲
Buyers last Q
48%

Smart Money Signals — WMT

Based on 4423 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
4,423 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 — +17% more funds vs a year ago

fund count last 6Q
+636 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

2040 buying2213 selling
Last quarter: 2,213 funds reduced or exited vs 2,040 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-216 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 295 → 240 → 541 → 325. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 20% medium ■ 16% new
2,853 out of 4,423 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.
🚀

Acceleration phase — new buyers rushing in

240 → 295 → 240 → 541 → 325 new funds/Q
New funds entering each quarter: 295 → 240 → 541 → 325. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 15% 1-2yr ■ 19% new
Of 4,527 current holders: 2,978 (66%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
71 of 4423 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q1, 2040 hedge funds were net buyers of WMT (325 opened a new position, 1715 added to an existing one), while 2213 reduced or exited (1966 trimmed, 247 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in WMT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +78 funds (more new holders than closures). Total institutional holders: 4423.

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.

Is It Too Late to Buy Walmart Inc (WMT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WMT has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
WMT
-2.9%
XLP
+4.0%

WMT outperformed XLP by -6.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
WMT
-8.2%
XLP
+0.7%

Since the filing became public, WMT outperformed XLP by -8.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

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

174 top-rated funds 173 high-conviction
Consensus
9.7
/ 10
breadth
×
Elite
7.1
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 4378 4345 0.76%
13F Shares 2.75B 3.00B -8.09%
Total Value $333.70B $330.34B 1.02%
New Positions 313 541 -228
Increased Positions 1674 1656 +18
Closed Positions 280 163 +117
Reduced Positions 1919 1646 +273
Total Calls 53 58 -8.62%
Total Puts 72 62 16.13%
PUT/CALL Ratio 1.36 1.07 Bearish

Statistics: WMT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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.

QUARTER:
Top 25 WMT holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Legacy Capital Wealth Partners, LLC 12.58% 491,110 $61.0M
7 New Wave Wealth Advisors LLC 12.14% 280,953 $35.0M
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 Coleford Investment Management Ltd. 9.04% 296,115 $36.9M
13 Walker Asset Management, LLC 8.79% 130,801 $16.3M
14 Opus Investment Management Inc 7.04% 95,000 $11.8M
15 Investment Management Trust, LLC 6.99% 57,745 $7.2M
16 Bradley & Co. Private Wealth Management, LLC 6.58% 100,213 $12.5M
17 Darwins River Capital, LP 6.53% 98,147 $12.2M
18 Westchester Capital Management, Inc. 6.29% 251,380 $31.2M
19 Infusive Asset Management Inc. 6.23% 103,536 $12.9M
20 R.H. Investment Group, LLC 6.17% 62,860 $8.0M
21 OAKMONT Corp 6.08% 257,619 $32.0M
22 Constitution Capital LLC 5.89% 94,863 $11.8M
23 TMB Capital Partners, LLC 5.85% 139,913 $17.4M
24 Gerald Baker Financial Group LLC 5.75% 161,056 $14.6M
25 Millennium Capital Advisors, LLC 5.71% 74,706 $9.3M
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?

Buying streak — 11 quarters in a row: For 11 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?

More sellers than buyers — 48% buying: Last quarter: 2,213 funds reduced or exited vs 2,040 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WMT holders?

Elite ownership — 48% AUM from top-100 funds: 71 of 4423 holders are among the 100 largest funds by AUM, controlling 48% 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?

65% of holders stayed for 2+ years: 2,853 out of 4,423 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.

Is it too late to buy Walmart Inc (WMT) following the 2026 Q1 hedge fund 13F filings?

As of today, WMT has moved -8.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.7% for the XLP sector ETF — an outperformance of -8.9%. Since the quarter end (March 31, 2026), WMT has gained -2.9% vs +4.0% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →