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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
SG
3251
Somerset Group
Minnesota
$341K +$145K +1,542 +66%
SMFG
3252
Sumitomo Mitsui Financial Group
Japan
$341K +$375K +4,000 New
CSA
3253
Cottage Street Advisors
Massachusetts
$339K +$15.5K +165 +4%
JSC
3254
Jackson Square Capital
California
$339K +$362K +3,864 New
RHP
3255
Royal Harbor Partners
Texas
$339K +$21K +224 +6%
ECML
3256
Eagle Capital Management (Louisiana)
Louisiana
$339K +$563 +6 +0.2%
SWM
3257
Sculati Wealth Management
Michigan
$338K
PF
3258
Prosperitas Financial
California
$338K -$137K -1,460 -27%
AA
3259
Aire Advisors
California
$338K -$54.8K -584 -13%
WIA
3260
Westbourne Investment Advisors
Maryland
$338K
PIWA
3261
Prevail Innovative Wealth Advisors
Kansas
$338K +$41.3K +440 +13%
SFS
3262
Searcy Financial Services
Kansas
$337K +$281 +3 +0.1%
IFA
3263
Independence Financial Advisors
New Hampshire
$336K +$359K +3,831 New
TRIA
3264
Trail Ridge Investment Advisors
Colorado
$336K -$65.7K -700 -15%
MPWS
3265
McCarter Private Wealth Services
Massachusetts
$336K
AA
3266
Apriem Advisors
California
$335K +$90.3K +963 +34%
LWMI
3267
Landmark Wealth Management (Illinois)
Illinois
$335K
EIP
3268
Ellis Investment Partners
Pennsylvania
$335K +$4.97K +53 +1%
RS
3269
Rakuten Securities
Japan
$335K -$79.7K -850 -18%
MW
3270
Members Wealth
Pennsylvania
$334K -$1.69K -18 -0.5%
FWA
3271
Flagship Wealth Advisors
Massachusetts
$333K
PAG
3272
Private Advisory Group
Washington
$332K +$82.6K +880 +30%
EBSAM
3273
Eubel Brady & Suttman Asset Management
Ohio
$332K +$938 +10 +0.3%
KHCM
3274
Kirtland Hills Capital Management
Ohio
$332K +$28.1K +300 +9%
GWWM
3275
Great Waters Wealth Management
Minnesota
$332K

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.