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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
HFAS
2876
Hummer Financial Advisory Services
Illinois
$534K +$28.1K +300 +5%
CCP
2877
Carmel Capital Partners
California
$532K +$3.85K +41 +0.7%
MCM
2878
Magnolia Capital Management
New York
$532K
TWM
2879
Thrive Wealth Management
Pennsylvania
$532K -$54.6K -582 -9%
CIS
2880
Custom Index Systems
New York
$530K +$85.6K +912 +18%
NPFS
2881
Novak & Powell Financial Services
Florida
$529K +$16.5K +176 +3%
VP
2882
Verum Partners
North Carolina
$529K -$40.5K -432 -7%
PCI
2883
Planning Center Inc
Illinois
$528K +$10.1K +108 +2%
LRWA
2884
Long Run Wealth Advisors
New York
$528K -$10.7K -114 -2%
RWMG
2885
Redwood Wealth Management Group
New Jersey
$528K +$94 +1 +0%
ACM
2886
Arcataur Capital Management
Wisconsin
$527K -$47.2K -503 -8%
FSG
2887
Financial Strategies Group
Michigan
$527K +$2.06K +22 +0.4%
E3F
2888
Eight 31 Financial
Texas
$527K
EWM
2889
Evergreen Wealth Management
Michigan
$527K
OGC
2890
One68 Global Capital
New York
$527K +$563K +6,000 New
WCWM
2891
Willow Creek Wealth Management
California
$526K +$112K +1,194 +25%
WI
2892
Wedgewood Investors
Pennsylvania
$525K
BCG
2893
Bravias Capital Group
New Jersey
$524K -$110K -1,168 -16%
BMCM
2894
Bryn Mawr Capital Management
Pennsylvania
$523K +$559K +5,963 New
KOC
2895
Koss-Olinger Consulting
Florida
$522K +$558K +5,944 New
UPS
2896
UHLMANN PRICE SECURITIES
Illinois
$522K +$94 +1 +0%
FWA
2897
FSM Wealth Advisors
Ohio
$521K +$63.3K +675 +13%
OFW
2898
Omnia Family Wealth
Florida
$520K +$124K +1,319 +29%
EMAM
2899
Encompass More Asset Management
California
$520K +$10.9K +116 +2%
RIA
2900
Retirement Investment Advisors
Oklahoma
$519K

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.