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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
MAWAG
3101
Mid-American Wealth Advisory Group
Missouri
$411K +$3.19K +34 +0.7%
TCM
3102
Tradewinds Capital Management
Washington
$411K
FB
3103
Finward Bancorp
Indiana
$410K -$23K -245 -5%
CNC
3104
Citizens & Northern Corp
Pennsylvania
$410K +$5.07K +54 +1%
CAM
3105
Cypress Asset Management
Texas
$410K -$41.6K -443 -9%
FCA
3106
Fortis Capital Advisors
Kansas
$409K +$169K +1,805 +63%
OIC
3107
Orion Investment Company
Missouri
$409K
GWM
3108
GSB Wealth Management
Connecticut
$408K +$9.66K +103 +2%
BTWM
3109
Baker Tilly Wealth Management
Wisconsin
$407K -$22.3K -238 -5%
TP
3110
Tranquility Partners
Tennessee
$407K -$25K -266 -5%
CFGW
3111
Chancellor Financial Group WB
Pennsylvania
$406K +$19.2K +205 +5%
AHL
3112
Abel Hall LLC
Louisiana
$405K -$55.7K -594 -11%
SEM
3113
Suncoast Equity Management
Florida
$405K +$130K +1,382 +43%
AIM
3114
Avity Investment Management
Connecticut
$405K -$184K -1,960 -30%
IAG
3115
Investment Advisory Group
Massachusetts
$404K +$2.72K +29 +0.6%
OAS
3116
Optivise Advisory Services
Tennessee
$404K -$137K -1,464 -24%
TWG
3117
The Wealth Group
Minnesota
$403K +$18.8K +200 +5%
BWFA
3118
Baltimore-Washington Financial Advisors
Maryland
$403K -$3.94K -42 -0.9%
LCM
3119
LVM Capital Management
Michigan
$402K -$2.35K -25 -0.5%
AC
3120
Anson Capital
Georgia
$401K
MWA
3121
Motive Wealth Advisors
Michigan
$400K -$27.7K -295 -6%
CWM
3122
CarsonAllaria Wealth Management
Illinois
$399K +$375 +4 +0.1%
LA
3123
Latitude Advisors
Florida
$398K +$24.8K +264 +6%
AFA
3124
Allium Financial Advisors
Oregon
$398K +$425K +4,534 New
EM
3125
ELCO Management
New York
$398K -$2.81K -30 -0.7%

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.