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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
KCM
3201
Kendall Capital Management
Maryland
$361K -$3.19K -34 -0.8%
MFC
3202
Morris Financial Concepts
South Carolina
$361K +$8.91K +95 +2%
CYG
3203
Clean Yield Group
Vermont
$360K
FFS
3204
Fischer Financial Services
Pennsylvania
$360K -$28.1K -300 -7%
SWR
3205
Spahn Wealth & Retirement
Arizona
$360K
OR
3206
Olympiad Research
Connecticut
$358K +$383K +4,082 New
BWA
3207
Blodgett Wealth Advisors
California
$358K +$40.1K +427 +12%
BWP
3208
Burling Wealth Partners
Illinois
$357K -$9.38K -100 -2%
EFA
3209
Edge Financial Advisors
Illinois
$356K +$10.6K +113 +3%
IF
3210
IRON Financial
Illinois
$356K -$46.5K -496 -11%
FSA
3211
Financial Sense Advisors
California
$356K -$25.9K -276 -6%
NJBEST
3212
New Jersey Better Educational Savings Trust
New Jersey
$356K
CF
3213
Claris Financial
Virginia
$355K
PSP
3214
Principal Street Partners
Tennessee
$355K
GWAM
3215
Guardian Wealth Advisors (Minnesota)
Minnesota
$354K +$15.6K +166 +4%
FWM
3216
Fonville Wealth Management
Virginia
$354K +$6.19K +66 +2%
GCM
3217
Gladstone Capital Management
United Kingdom
$354K -$34.2M -364,947 -99%
SDWIA
3218
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$353K +$3.28K +35 +0.9%
FFL
3219
Financial Freedom LLC
Ohio
$353K +$469 +5 +0.1%
LIA
3220
Lynx Investment Advisory
District of Columbia
$352K +$18.5K +197 +5%
CNTOF
3221
Canandaigua National Trust of Florida
New York
$352K -$18.8K -200 -5%
DFP
3222
Defined Financial Planning
California
$352K +$145K +1,542 +64%
GIP
3223
Granite Investment Partners
California
$351K +$139K +1,484 +59%
CWMA
3224
Capstone Wealth Management (Alabama)
Alabama
$351K
WP
3225
Waycross Partners
Kentucky
$351K

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.