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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
SFB
3151
STAR Financial Bank
Indiana
$387K +$23.9K +255 +6%
BI
3152
BlueSpruce Investments
Illinois
$387K -$225M -2,395,646 -100%
CCM
3153
Chiron Capital Management
Florida
$386K
FWM
3154
Forza Wealth Management
Florida
$386K
PDL
3155
Portfolio Design Labs
California
$386K -$117K -1,246 -22%
ACM
3156
Armbruster Capital Management
New York
$386K
GFL
3157
Granite FO LLC
New Hampshire
$385K
SF
3158
SageOak Financial
Oklahoma
$385K
KB
3159
Kimelman & Baird
New York
$385K +$19.4K +207 +5%
CB
3160
Chris Bulman
California
$385K +$28K +298 +7%
EA
3161
Eclectic Associates
California
$385K -$95.2K -1,015 -19%
ACP
3162
Arcus Capital Partners
Georgia
$385K +$21.6K +230 +6%
CWM
3163
Collaborative Wealth Management
Florida
$382K +$9.19K +98 +2%
FFWM
3164
Future Financial Wealth Management
Ohio
$382K
PC
3165
Promus Capital
Illinois
$382K
SFG
3166
SNS Financial Group
Minnesota
$381K +$11.8K +126 +3%
RWA
3167
Rooted Wealth Advisors
Illinois
$381K +$22K +234 +5%
W
3168
WorthPointe
California
$380K -$15.6K -166 -4%
BIA
3169
Bigelow Investment Advisors
Maine
$380K +$406K +4,330 New
KWA
3170
Kellett Wealth Advisors
Ohio
$380K +$1.13K +12 +0.3%
LWP
3171
LeClair Wealth Partners
Ohio
$377K
BHWM
3172
Beaird Harris Wealth Management
Texas
$377K +$1.13K +12 +0.3%
BMM
3173
Buffington Mohr McNeal
Idaho
$376K -$1M -10,688 -71%
VW
3174
Vance Wealth
California
$376K +$22K +235 +6%
MPW
3175
Monterey Private Wealth
California
$375K +$188 +2 +0%

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.