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Walmart Inc

3,872 hedge funds and large institutions have $248B invested in Walmart Inc in 2025 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 1,606 increasing their positions, 1,681 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 169

0.08% more ownership

Funds ownership: 35.17%35.25% (+0.08%)

1% less funds holding

Funds holding: 3,9103,872 (-38)

4% less repeat investments, than reductions

Existing positions increased: 1,606 | Existing positions reduced: 1,681

6% less capital invested

Capital invested by funds: $263B → $248B (-$14.6B)

11% less call options, than puts

Call options by funds: $5.23B | Put options by funds: $5.87B

14% less funds holding in top 10

Funds holding in top 10: 254218 (-36)

Holders
3,872
Holders Change
-38
Holders Change %
-0.97%
% of All Funds
51.91%
Holding in Top 10
218
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-14.17%
% of All Funds
2.92%
New
198
Increased
1,606
Reduced
1,681
Closed
169
Calls
$5.23B
Puts
$5.87B
Net Calls
-$646M
Net Calls Change
+$511M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
2801
Invenio Wealth Partners
Florida
$578K +$112K +1,194 +22%
CL
2802
CVFG LLC
Indiana
$577K -$6.19K -66 -1%
IA
2803
Inspire Advisors
Idaho
$577K -$11.1K -118 -2%
PFA
2804
Pinnacle Family Advisors
Missouri
$577K -$18.5K -197 -3%
TA
2805
TPG Advisors
Illinois
$573K +$94 +1 +0%
HFRG
2806
Houlihan Financial Resource Group
Virginia
$572K -$22.5K -240 -4%
TWM
2807
Topsail Wealth Management
North Carolina
$572K -$127K -1,350 -17%
VFM
2808
Vision Financial Markets
Connecticut
$572K
BWG
2809
Beta Wealth Group
California
$571K
WFS
2810
Widmann Financial Services
Maryland
$571K
LOIP
2811
Live Oak Investment Partners
Texas
$571K +$610K +6,501 New
PAM
2812
Parvin Asset Management
South Dakota
$570K
OWA
2813
Opal Wealth Advisors
New York
$570K -$128K -1,367 -17%
FI
2814
Financial Insights
Washington
$569K +$69.3K +739 +13%
GDP
2815
Great Diamond Partners
Maine
$569K +$11.7K +125 +2%
CFGA
2816
Cambridge Financial Group (Arizona)
Arizona
$569K +$147K +1,568 +32%
KPWG
2817
KFA Private Wealth Group
Virginia
$569K +$78.6K +838 +15%
SFS
2818
Strategic Financial Services
New York
$569K +$2.25K +24 +0.4%
IC
2819
Iconiq Capital
California
$569K +$7.04K +75 +1%
MCM
2820
Maple Capital Management
Vermont
$568K +$11K +117 +2%
FAM
2821
Flaharty Asset Management
Florida
$567K +$21.9K +233 +4%
TPM
2822
Triasima Portfolio Management
Quebec, Canada
$566K +$605K +6,445 New
PAS
2823
PKS Advisory Services
New York
$566K -$15K -160 -2%
T. Rowe Price Investment Management
2824
T. Rowe Price Investment Management
Maryland
$565K +$603K +6,432 New
CCAM
2825
Cascades Capital Asset Management
North Carolina
$563K +$114K +1,214 +23%

WMT Hedge Fund Activity: Q1 2025 in Review

3,872 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2025, worth a combined $248B — down 5.6% from $263B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new WMT positions and 169 closed out — a net gain of 29 holders — while 1,606 added to existing stakes and 1,681 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.11B. The largest seller was GQG Partners, cutting an estimated $1.11B.

  • 3,872 institutional investors held Walmart Inc (WMT) as of Q1 2025, down from 3,910 in Q4 2024.
  • Funds reported $248B of Walmart Inc stock for Q1 2025, down 5.6% quarter-over-quarter.
  • 198 funds opened new Walmart Inc positions in Q1 2025 and 169 closed out, a net change of +29 holders.
  • The largest Walmart Inc buyer in Q1 2025 was JP Morgan Chase, an estimated $4.11B added.
  • The largest Walmart Inc seller in Q1 2025 was GQG Partners, an estimated $1.11B sold.

Based on aggregated 13F filings for Q1 2025.