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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
MFF
2901
Michels Family Financial
Texas
$518K +$281 +3 +0.1%
AGWCA
2902
Annis Gardner Whiting Capital Advisors
Florida
$517K -$6.29K -67 -1%
LFA
2903
Lauterbach Financial Advisors
Texas
$517K +$9.94K +106 +2%
AIFAIM
2904
American Institute for Advanced Investment Management
Arizona
$517K -$15.5K -165 -3%
PCM
2905
Poehling Capital Management
Wisconsin
$515K -$9.38K -100 -2%
ECM
2906
Exchange Capital Management
Michigan
$514K +$2.91K +31 +0.5%
PAA
2907
Peregrine Asset Advisers
Oregon
$514K -$22.5K -240 -4%
RCM
2908
RNC Capital Management
California
$514K +$563 +6 +0.1%
PFA
2909
Pettinga Financial Advisors
Indiana
$514K +$563 +6 +0.1%
CWM
2910
Circle Wealth Management
New Jersey
$514K +$7.13K +76 +1%
GAB
2911
German American Bancorp
Indiana
$514K
SWM
2912
Seaside Wealth Management
California
$513K +$7.5K +80 +1%
HR
2913
Howe & Rusling
New York
$512K -$51.8K -552 -9%
RIM
2914
Reliant Investment Management
Tennessee
$510K
WPW
2915
Watershed Private Wealth
Illinois
$510K
FRM
2916
Fox Run Management
Connecticut
$510K +$545K +5,811 New
DWG
2917
Darden Wealth Group
Michigan
$510K +$25.8K +275 +5%
MEAC
2918
M.E. Allison & Co
Texas
$510K +$36.4K +388 +7%
MCM
2919
McRae Capital Management
New Jersey
$508K
CWG
2920
Crown Wealth Group
North Carolina
$507K +$34.5K +368 +7%
PCMF
2921
Private Capital Management (Florida)
Florida
$507K +$17.4K +185 +3%
MEG
2922
Millstone Evans Group
Colorado
$507K -$7.5K -80 -1%
EAM
2923
Everstar Asset Management
North Carolina
$507K -$4.69K -50 -0.9%
BWP
2924
Baldwin Wealth Partners
Massachusetts
$506K +$5.35K +57 +1%
FCB
2925
First County Bank
Connecticut
$506K -$470K -5,009 -47%

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.