We are live on ! Find out more
WMT icon

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
SL
3026
Sentinus LLC
Illinois
$447K +$25.6K +273 +6%
NFC
3027
Northeast Financial Consultants
Connecticut
$446K
IPAM
3028
Investment Partners Asset Management
New Jersey
$444K -$25K -267 -5%
ISFAN
3029
Investor's Fiduciary Advisor Network
Washington
$443K -$87.1K -928 -16%
MIFH
3030
Migdal Insurance & Financial Holdings
Israel
$443K +$57.4K +612 +14%
TAM
3031
Townsend Asset Management
North Carolina
$442K -$37.5K -400 -7%
ACA
3032
Affinity Capital Advisors
California
$442K -$39.6K -422 -8%
RCA
3033
Ranch Capital Advisors
Florida
$442K -$12K -128 -2%
SA
3034
Sylvest Advisors
Texas
$442K -$26.2K -279 -5%
RIG
3035
Renaissance Investment Group
Massachusetts
$441K -$79.6K -848 -14%
TCFP
3036
Treasure Coast Financial Planning
Florida
$440K +$93.8K +1,000 +25%
MIM
3037
Merrion Investment Management
New Jersey
$439K +$141K +1,500 +43%
SC
3038
Shay Capital
New York
$439K +$469K +5,000 New
BW
3039
Basepoint Wealth
Iowa
$438K -$449K -4,784 -49%
PMFA
3040
Plante Moran Financial Advisors
Michigan
$437K +$56.3K +600 +14%
OWA
3041
One Wealth Advisors
California
$437K
EA
3042
Echo45 Advisors
California
$436K +$18.6K +198 +4%
THL
3043
Tillman Hartley LLC
Colorado
$435K -$77.6K -827 -14%
PA
3044
PSI Advisors
Florida
$435K -$123K -1,313 -21%
TWCA
3045
Two West Capital Advisors
Kansas
$434K -$22.8K -243 -5%
CAM
3046
Campion Asset Management
Virginia
$434K +$151K +1,607 +48%
WAG
3047
Wheelhouse Advisory Group
Missouri
$434K -$10.1K -108 -2%
LAM
3048
Lewis Asset Management
California
$432K -$20.2K -215 -4%
CW
3049
Curio Wealth
Maryland
$432K -$432K -4,605 -100%
HPM
3050
Hoxton Planning & Management
West Virginia
$432K -$43K -458 -9%

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.