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
HWA
3326
HMV Wealth Advisors
Louisiana
$308K
CA
3327
Crane Advisory
California
$308K +$311K +3,315 New
SIC
3328
Sigma Investment Counselors
Michigan
$308K -$61.7K -658 -16%
BWG
3329
Boomfish Wealth Group
Georgia
$307K -$38.9K -415 -11%
API
3330
Asset Planning Inc
California
$307K +$657 +7 +0.2%
TLCM
3331
Twin Lakes Capital Management
California
$307K
BI
3332
Bolthouse Investments
California
$306K +$45.5K +485 +16%
RWM
3333
Rench Wealth Management
Texas
$306K +$17.8K +190 +6%
JTWM
3334
Jackson Thornton Wealth Management
Alabama
$306K -$3.1K -33 -1%
CAM
3335
Clark Asset Management
New Hampshire
$305K +$34K +362 +12%
PFS
3336
Prospect Financial Services
New York
$305K +$42.4K +452 +15%
RMC
3337
Ring Mountain Capital
California
$305K +$27.7K +295 +9%
CP
3338
Clarendon Private
Massachusetts
$305K +$326K +3,478 New
SCA
3339
STALEY CAPITAL ADVISERS
Pennsylvania
$305K
ACC
3340
Acorn Creek Capital
Colorado
$305K +$11.4K +122 +4%
FA
3341
Financial Advisors
Massachusetts
$305K -$42.5K -453 -12%
MWM
3342
Marion Wealth Management
Pennsylvania
$304K
NLP
3343
Next Level Private
New York
$303K +$50K +533 +18%
EE
3344
EWG Elevate
California
$303K +$10K +107 +3%
EFG
3345
Elios Financial Group
Ohio
$303K +$3.75K +40 +1%
SDJVC
3346
St. Denis J. Villere & Co
Louisiana
$303K
MCM
3347
Mill Capital Management
North Carolina
$302K
EA
3348
Evolution Advisers
Virginia
$302K -$1.41K -15 -0.4%
WKSWA
3349
White Knight Strategic Wealth Advisors
New Jersey
$302K -$323K -3,439 -50%
TWA
3350
Talisman Wealth Advisors
New Jersey
$301K -$3K -32 -0.9%

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.