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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
LWL
2926
Leo Wealth LLC
Texas
$505K -$1.57M -16,699 -74%
EFL
2927
ERn Financial LLC
Wisconsin
$505K -$52.5K -560 -9%
TAM
2928
Tealwood Asset Management
Minnesota
$505K -$69.2K -738 -11%
ST
2929
Sentinel Trust
Texas
$505K +$4.69K +50 +0.9%
PWM
2930
Prosperity Wealth Management
California
$504K +$27.3K +291 +5%
BDF
2931
Black Diamond Financial
Maryland
$504K +$12K +128 +2%
SRC
2932
Sage Rhino Capital
California
$504K -$7.22K -77 -1%
DW30
2933
Drucker Wealth 3.0
New Jersey
$504K +$50.6K +539 +10%
SCP
2934
Stamos Capital Partners
California
$503K +$538K +5,732 New
AFS
2935
Access Financial Services
Minnesota
$503K +$263K +2,803 +96%
CC
2936
Commons Capital
Massachusetts
$503K +$10.9K +116 +2%
PWM
2937
Palumbo Wealth Management
New York
$503K +$97.3K +1,037 +22%
FCMT
2938
Founders Capital Management (Texas)
Texas
$501K -$7.88K -84 -1%
GFG
2939
Goldstone Financial Group
Illinois
$501K +$31K +330 +6%
MAG
2940
Mokosak Advisory Group
Iowa
$501K +$86.2K +919 +19%
MHWM
2941
Montz Harcus Wealth Management
Louisiana
$501K +$36.8K +392 +7%
RFP
2942
Root Financial Partners
California
$501K +$155K +1,650 +41%
FPGT
2943
Financial Partners Group (Tennessee)
Tennessee
$500K -$276K -2,937 -34%
KFS
2944
Keynote Financial Services
Connecticut
$500K -$6.94K -74 -1%
WSWA
2945
Warren Street Wealth Advisors
California
$499K +$26.3K +280 +5%
SL
2946
Summitry LLC
California
$499K +$12.7K +135 +2%
SCM
2947
Sage Capital Management
New Jersey
$497K -$59.4K -633 -10%
SC
2948
Stephens Consulting
Michigan
$497K +$1.41K +15 +0.3%
WFA
2949
Wellspring Financial Advisors
Ohio
$496K -$56.6K -603 -10%
EWA
2950
Evolution Wealth Advisors
Florida
$496K -$70.2K -748 -12%

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.