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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
LAS
2951
Legacy Advisory Services
Pennsylvania
$496K -$140K -1,489 -21%
BIM
2952
Bullseye Investment Management
Ohio
$496K -$17K -181 -3%
SFS
2953
Symphony Financial Services
Ohio
$495K -$1.78K -19 -0.3%
PPWM
2954
Paragon Private Wealth Management
Kentucky
$495K +$85.1K +907 +19%
CG
2955
Curat Global
New Hampshire
$494K +$528K +5,631 New
BTIM
2956
BancFirst Trust & Investment Management
Oklahoma
$494K -$296K -3,158 -35%
SPWM
2957
Schrum Private Wealth Management
Florida
$493K +$94.3K +1,005 +22%
LFG
2958
Lockerman Financial Group
California
$492K +$34.7K +370 +7%
WCFA
2959
Walkner Condon Financial Advisors
Wisconsin
$492K +$48.5K +517 +10%
RPGNY
2960
Retirement Planning Group (New York)
New York
$491K +$32K +341 +6%
IWN
2961
Independent Wealth Network
Iowa
$491K +$2.44K +26 +0.5%
PWM
2962
Palacios Wealth Management
Florida
$490K -$5.91K -63 -1%
JWWM
2963
Johnson & White Wealth Management
Pennsylvania
$489K -$1.31K -14 -0.3%
CAG
2964
Centerpoint Advisory Group
Kansas
$488K -$19.5K -208 -4%
WWC
2965
Waypoint Wealth Counsel
Georgia
$488K -$3.19K -34 -0.6%
BCA
2966
Bay Capital Advisors
Virginia
$486K +$281 +3 +0.1%
EA
2967
Ellsworth Advisors
Ohio
$485K +$1.5K +16 +0.3%
I
2968
InceptionR
California
$482K -$1.57M -16,737 -75%
MTC
2969
McDaniel Terry & Co
Texas
$482K
MFP
2970
Meridian Financial Partners
Virginia
$481K +$24.8K +264 +5%
CW
2971
Channel Wealth
California
$480K
VPF
2972
Vantage Point Financial
Illinois
$480K +$26.5K +283 +5%
EBT
2973
Enterprise Bank & Trust
Massachusetts
$479K -$94 -1 -0%
MWP
2974
Meriwether Wealth & Planning
Louisiana
$478K -$108K -1,154 -17%
SPWM
2975
Spartan Planning & Wealth Management
North Carolina
$478K -$301K -3,204 -37%

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.