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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
BWS
3076
Broadway Wealth Solutions
Texas
$418K +$40.3K +430 +10%
W
3077
WPWealth
Texas
$418K -$2.44K -26 -0.5%
CPA
3078
Court Place Advisors
Maryland
$418K +$22.1K +236 +5%
AT
3079
Avalon Trust
New Mexico
$417K +$262K +2,794 +143%
RTC
3080
Riverview Trust Company
Washington
$416K -$8.44K -90 -2%
FCM
3081
Firestone Capital Management
Florida
$416K +$5.44K +58 +1%
MFG
3082
Mission Financial Group
Nevada
$416K +$314K +3,348 New
TCOK
3083
Trust Company of Kansas
Kansas
$416K
SCM
3084
Seascape Capital Management
New Hampshire
$416K +$57K +608 +15%
VAG
3085
VisionPoint Advisory Group
Texas
$416K +$388K +4,136 +689%
TIA
3086
Trust Investment Advisors
Indiana
$415K +$444K +4,731 New
TFIPS
3087
Towarzystwo Funduszy Inwestycyjnych PZU SA
$415K +$44.1K +470 +11%
SWA
3088
Strategies Wealth Advisors
Michigan
$415K +$443K +4,726 New
AWAP
3089
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$415K +$469 +5 +0.1%
WFPG
3090
Waller Financial Planning Group
Ohio
$415K +$180K +1,921 +69%
PHIC
3091
Pine Haven Investment Counsel
Massachusetts
$415K
FIC
3092
Family Investment Center
Missouri
$415K -$64.7K -690 -13%
GA
3093
GSG Advisors
New Jersey
$414K +$25.1K +268 +6%
MFA
3094
McClarren Financial Advisors
Pennsylvania
$414K +$124K +1,321 New
MWP
3095
Meridian Wealth Partners
Pennsylvania
$413K -$72.9K -777 -14%
SC
3096
Sawyer & Company
Massachusetts
$413K -$27.7K -295 -6%
PIP
3097
Peachtree Investment Partners
Florida
$413K +$127K +1,354 +40%
AZ
3098
Alpha Zero
Florida
$412K -$99.6K -1,062 -18%
HWM
3099
Hobbs Wealth Management
Indiana
$412K -$3.19K -34 -0.7%
AW
3100
Atlas Wealth
Ohio
$412K

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.