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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
AWA
3001
Aletheian Wealth Advisors
Washington
$460K +$53.3K +568 +12%
BA
3002
Ballew Advisors
Mississippi
$460K +$2.35K +25 +0.5%
PAM
3003
Peak Asset Management
Colorado
$460K
GB
3004
Goepper Burkhardt
South Carolina
$459K
CWM
3005
Centurion Wealth Management
Virginia
$459K
BFG
3006
Bouchey Financial Group
New York
$459K +$10.3K +110 +2%
AI
3007
AXS Investments
New York
$459K -$82.6K -880 -14%
RW
3008
RVW Wealth
California
$457K +$489K +5,210 New
BA
3009
Bluesphere Advisors
Pennsylvania
$454K -$414K -4,410 -46%
LKIM
3010
Lawson Kroeker Investment Management
Nebraska
$454K -$394K -4,200 -45%
SRB
3011
Shotwell Rutter Baer
Michigan
$453K -$4.69K -50 -0.9%
ATWA
3012
Arbor Trust Wealth Advisors
Michigan
$453K -$28.1K -300 -6%
IFPG
3013
Intrepid Financial Planning Group
Indiana
$452K +$14.1K +150 +3%
WPWM
3014
Western Pacific Wealth Management
Illinois
$451K -$142K -1,516 -23%
WGCA
3015
Wolf Group Capital Advisors
Virginia
$451K +$482K +5,140 New
BWM
3016
Birchcreek Wealth Management
Ohio
$451K +$1.88K +20 +0.4%
HHWM
3017
Hiley Hunt Wealth Management
Nebraska
$451K
SCM
3018
Stordahl Capital Management
Colorado
$450K +$2.53K +27 +0.5%
HGWM
3019
Horst & Graben Wealth Management
Oregon
$449K +$17K +181 +4%
HFA
3020
High Falls Advisors
New York
$449K -$44.7K -476 -9%
WF
3021
Whelan Financial
California
$448K +$72K +768 +18%
JWBC
3022
J.W. Burns & Co
New York
$448K +$7.6K +81 +2%
MMCM
3023
Murphy & Mullick Capital Management
New York
$448K -$2.06K -22 -0.4%
RBWA
3024
RFG - Bristol Wealth Advisors
Massachusetts
$448K +$38.5K +410 +9%
NCM
3025
Nelson Capital Management
California
$447K -$56.3K -600 -11%

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.