We are live on ! Find out more
WMT icon

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
PHAM
3276
Palisades Hudson Asset Management
Florida
$330K +$844 +9 +0.2%
OWA
3277
ORBA Wealth Advisors
Illinois
$330K
AIMA
3278
Ables Iannone Moore & Associates
Georgia
$329K +$9.29K +99 +3%
BFIC
3279
Bedell Frazier Investment Counselling
California
$328K -$10.3K -110 -3%
HIS
3280
Horizon Investment Services
Indiana
$328K +$18.6K +198 +6%
AMM
3281
American Money Management
California
$327K -$46.1K -491 -12%
CFS
3282
Compass Financial Services
Iowa
$326K +$106K +1,125 +43%
TF
3283
Threadgill Financial
Texas
$325K -$188 -2 -0.1%
MG
3284
McHugh Group
Ohio
$325K
CFC
3285
Coyle Financial Counsel
Illinois
$325K +$25K +267 +8%
EW
3286
Elyxium Wealth
California
$324K +$346K +3,692 New
OAJ
3287
Ogorek Anthony Joseph
New York
$324K +$283K +3,013 +438%
MAM
3288
Marquette Asset Management
Minnesota
$323K
AWA
3289
Amplius Wealth Advisors
Pennsylvania
$322K -$141K -1,503 -29%
AWA
3290
Acorn Wealth Advisors
Michigan
$322K -$4.88K -52 -1%
CTWM
3291
Cherry Tree Wealth Management
Minnesota
$322K -$35.2K -375 -9%
MPM
3292
MBB Public Markets
Illinois
$322K +$344K +3,668 New
WA
3293
Wealthstream Advisors
New York
$322K +$281 +3 +0.1%
HFS
3294
Hopwood Financial Services
Virginia
$321K +$12.2K +130 +4%
BI
3295
Binnacle Investments
Iowa
$320K +$342K +3,645 New
FNWA
3296
Financial Network Wealth Advisors
Utah
$320K +$36.9K +393 +12%
TPWA
3297
Twin Peaks Wealth Advisors
California
$319K +$188 +2 +0.1%
MFT
3298
Moisand Fitzgerald Tamayo
Florida
$318K -$37K -394 -10%
FFO
3299
Fortitude Family Office
Arizona
$317K -$423K -4,509 -56%
NWMP
3300
Noble Wealth Management PBC
Colorado
$317K +$300K +3,200 +777%

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.