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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
WCM
3226
WealthBridge Capital Management
Ohio
$350K +$5.16K +55 +1%
CPG
3227
Cornerstone Planning Group
New Jersey
$349K +$126K +1,344 +58%
RHJA
3228
Rice Hall James & Associates
California
$349K -$25.8K -275 -6%
CT
3229
Clearstead Trust
Maine
$348K -$125K -1,335 -25%
ES
3230
ETF Store
Kansas
$348K -$17.2K -183 -4%
MGWM
3231
Marks Group Wealth Management
Minnesota
$347K
AIA
3232
Alternative Investment Advisors
Florida
$347K -$37.2K -397 -9%
FNBSF
3233
First National Bank Sioux Falls
South Dakota
$346K -$3.56K -38 -1%
AWM
3234
Atticus Wealth Management
Florida
$346K
CCP
3235
Clarkston Capital Partners
Michigan
$346K -$9.38K -100 -2%
MA
3236
Mezzasalma Advisors
New Jersey
$345K
BHB
3237
Bank Hapoalim BM
Israel
$345K -$96.5K -1,029 -21%
LSA
3238
Lansing Street Advisors
Pennsylvania
$345K -$16.5K -176 -4%
GWM
3239
Glass Wealth Management
Texas
$344K
HBFP
3240
Henderson Brothers Financial Partners
Pennsylvania
$344K +$289K +3,085 New
IWP
3241
Innova Wealth Partners
Pennsylvania
$343K +$563 +6 +0.2%
TCM
3242
Towercrest Capital Management
Pennsylvania
$343K -$563 -6 -0.2%
LIA
3243
LifePlan Investment Advisors
North Carolina
$343K
APW
3244
Acima Private Wealth
Virginia
$342K
IA
3245
Intellus Advisors
Florida
$342K
FFG
3246
Frisch Financial Group
New York
$342K +$23.1K +246 +7%
PW
3247
Potentia Wealth
California
$342K -$60.6K -646 -14%
PHWM
3248
Pine Harbor Wealth Management
Maryland
$342K
MIP
3249
Marietta Investment Partners
Wisconsin
$342K -$7.04K -75 -2%
SPA
3250
Sherbrooke Park Advisers
New York
$341K -$172K -1,836 -32%

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.