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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
EF
3301
Elite Financial
Idaho
$317K
AFAS
3302
Acorn Financial Advisory Services
Virginia
$317K -$60.9K -649 -15%
HAS
3303
HBW Advisory Services
California
$317K +$3.94K +42 +1%
RIA
3304
Realta Investment Advisors
Delaware
$317K +$22K +235 +7%
WWA
3305
Wingate Wealth Advisors
Massachusetts
$316K -$117K -1,249 -26%
THCM
3306
Taylor Hoffman Capital Management
Virginia
$316K +$37.4K +399 +13%
IDA
3307
Intelligence Driven Advisers
California
$316K +$16.9K +180 +5%
TWM
3308
TriaGen Wealth Management
California
$315K +$10.7K +114 +3%
AC
3309
Avenir Corporation
Virginia
$315K
IPA
3310
Investment Planning Advisors
Georgia
$314K +$127K +1,356 +61%
FA
3311
Fiducient Advisors
Illinois
$314K +$1.78K +19 +0.5%
FA
3312
FSA Advisors
Michigan
$313K +$22.4K +239 +7%
HBS
3313
Howard Bailey Securities
Indiana
$313K -$80.3K -856 -19%
KFC
3314
Klingenstein Fields & Co
New York
$313K -$1.78K -19 -0.5%
IA
3315
IMZ Advisory
Florida
$312K -$19.1K -204 -5%
CPIA
3316
Cornell Pochily Investment Advisors
New York
$312K +$7.97K +85 +2%
AIA
3317
Accelerate Investment Advisors
California
$312K +$49.8K +531 +18%
MCM
3318
Moore Capital Management
New York
$311K -$53.1M -565,936 -99%
BA
3319
Bellwether Advisors
Nebraska
$311K -$954K -10,169 -74%
SFP
3320
Sandbox Financial Partners
Maryland
$310K +$3.56K +38 +1%
HWM
3321
Horizon Wealth Management
Illinois
$310K +$36.3K +387 +12%
LC
3322
Landaas & Company
Wisconsin
$310K +$188 +2 +0.1%
TFCP
3323
Twin Focus Capital Partners
Massachusetts
$309K
IA
3324
IFG Advisors
Missouri
$308K
YWS
3325
Yarger Wealth Strategies
Ohio
$308K +$4.69K +50 +1%

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.