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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
OWM
3351
Opes Wealth Management
California
$301K +$36.6K +390 +13%
BFA
3352
Buttonwood Financial Advisors
Maryland
$301K -$71.2K -759 -18%
LSL
3353
Legacy Solutions LLC
Pennsylvania
$301K -$2.06K -22 -0.6%
PPW
3354
Parcion Private Wealth
Washington
$301K +$48.7K +519 +18%
JPLA
3355
Joseph P. Lucia & Associates
New York
$300K +$321K +3,420 New
OPOWM
3356
One Plus One Wealth Management
Florida
$300K -$87.5K -933 -21%
CWA
3357
CogentBlue Wealth Advisors
Tennessee
$299K +$320K +3,409 New
KAM
3358
Knightsbridge Asset Management
California
$297K +$44.1K +470 +16%
MCB
3359
Morton Community Bank
Illinois
$296K
SCA
3360
Sassicaia Capital Advisers
New York
$296K +$317K +3,375 New
FCG
3361
Fielder Capital Group
Tennessee
$296K +$37.4K +399 +13%
AIMC
3362
Alley Investment Management Company
Illinois
$296K
CPSC
3363
Carl P. Sherr & Co
Massachusetts
$295K +$94 +1 +0%
TPW
3364
TL Private Wealth
Texas
$295K
TFO
3365
Tarbox Family Office
California
$295K -$2.06K -22 -0.7%
PCA
3366
Purkiss Capital Advisors
Connecticut
$295K +$1.03K +11 +0.3%
CWA
3367
CJM Wealth Advisers
Virginia
$294K
OC
3368
Optima Capital
Oregon
$294K -$8.63K -92 -3%
ECAM
3369
East Coast Asset Management
Massachusetts
$293K
WWM
3370
Wiser Wealth Management
Georgia
$292K +$1.97K +21 +0.6%
S
3371
SharpePoint
Arizona
$292K -$6.47K -69 -2%
PPW
3372
Pasadena Private Wealth
California
$291K +$311K +3,319 New
TFG
3373
Taylor Financial Group
Virginia
$291K
BA
3374
BCM Advisors
Louisiana
$291K
BWA
3375
BlueSky Wealth Advisors
North Carolina
$290K

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.