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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
WTFG
2851
Wood Tarver Financial Group
Idaho
$544K -$6.57K -70 -1%
WPA
2852
West Paces Advisors
Georgia
$543K
IWA
2853
Inspirion Wealth Advisors
Illinois
$542K -$61.1K -651 -10%
AF
2854
Apexium Financial
Texas
$542K +$4.6K +49 +0.8%
SN
2855
Sittner & Nelson
Oregon
$541K +$94 +1 +0%
PFW
2856
Petros Family Wealth
Minnesota
$541K
CA
2857
Capital Advantage
California
$541K
PA
2858
Pineridge Advisors
Missouri
$540K -$128K -1,362 -18%
CIM
2859
Contravisory Investment Management
Massachusetts
$539K -$14.3K -152 -2%
CMAI
2860
Capital Management Associates Inc
Minnesota
$539K +$275K +2,931 +91%
CM
2861
Capula Management
Cayman Islands
$539K +$35.4K +377 +7%
FF
2862
Friday Financial
Iowa
$538K +$562K +5,993 New
FWM
2863
ForthRight Wealth Management
Georgia
$537K +$21.4K +228 +4%
TIAM2
2864
Tru Independence Asset Management 2
Oregon
$537K +$20.6K +220 +4%
RYIA
2865
Roehl & Yi Investment Advisors
Oregon
$537K +$7.38M +78,702 +1,567%
PJSIMP
2866
P.J. Schmidt Investment Management (PJS)
Wisconsin
$537K +$16K +171 +3%
GPWM
2867
Grant Private Wealth Management
California
$536K +$70.3K +749 +14%
TFA
2868
Teamwork Financial Advisors
Texas
$536K -$72K -767 -11%
MAP
2869
Moody Aldrich Partners
Massachusetts
$536K +$573K +6,106 New
KWS
2870
Keystone Wealth Services
California
$536K +$12K +128 +2%
ACM
2871
AUA Capital Management
Pennsylvania
$536K
CPL
2872
CAP Partners LLC
Tennessee
$536K -$4.5K -48 -0.8%
SA
2873
Scarborough Advisors
Maryland
$535K +$47.9K +511 +9%
HWM
2874
Hohimer Wealth Management
Washington
$534K +$43K +458 +8%
MKC
2875
M. Kraus & Co
Vermont
$534K

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.