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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
HA
3176
Helium Advisors
Washington
$375K -$19.1K -204 -5%
CWAF
3177
Core Wealth Advisors (Florida)
Florida
$374K -$14.8K -158 -4%
FEG
3178
Financial Enhancement Group
Indiana
$374K -$5.44K -58 -1%
SIM
3179
SSI Investment Management
California
$373K -$469 -5 -0.1%
MAA
3180
Matrix Asset Advisors
New York
$372K -$56.3K -600 -12%
RA
3181
Rise Advisors
New York
$372K +$39.8K +424 +11%
CAL
3182
Capital Advisors Ltd
Ohio
$371K +$6.1K +65 +2%
AW
3183
Alaethes Wealth
Nevada
$371K +$34.1K +364 +9%
SW
3184
Schulz Wealth
Texas
$370K -$23.5K -251 -6%
CPC
3185
Cookson Peirce & Co
Pennsylvania
$369K +$126K +1,340 +47%
PJWM
3186
Philip James Wealth Mangement
Georgia
$369K -$169K -1,802 -30%
WWMSC
3187
Wagner Wealth Management (South Carolina)
South Carolina
$369K +$844 +9 +0.2%
SPI
3188
Sutton Place Investors
New York
$369K -$66.8K -712 -14%
CIS
3189
Connors Investor Services
Pennsylvania
$369K
CCA
3190
Conservest Capital Advisors
Pennsylvania
$368K +$281 +3 +0.1%
PA
3191
Parkside Advisors
California
$368K
MWAM
3192
Manhattan West Asset Management
California
$367K +$150K +1,596 +62%
FP
3193
Financial Perspectives
Minnesota
$366K -$34.3K -366 -8%
DI
3194
DDFG Inc
California
$366K
CCM
3195
Crew Capital Management
Ohio
$365K +$10.9K +116 +3%
CWM
3196
Centricity Wealth Management
Ohio
$365K -$27.4K -292 -7%
KFI
3197
Key Financial Inc
Pennsylvania
$364K
CA
3198
CV Advisors
Florida
$363K -$2.29M -24,388 -84%
PCM
3199
Permanent Capital Management
Illinois
$363K -$105K -1,121 -21%
YWM
3200
Yukon Wealth Management
Kansas
$362K +$387K +4,123 New

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.