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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
KFA
3376
Kapstone Financial Advisors
Ohio
$289K
E
3377
EntreWealth
Texas
$289K +$36.2K +386 +13%
SWMG
3378
Sard Wealth Management Group
Georgia
$289K +$28.7K +306 +10%
AFP
3379
Alpha Financial Partners
Kentucky
$288K +$1.5K +16 +0.5%
FNC
3380
First National Corp
Massachusetts
$287K -$2.81K -30 -0.9%
MAC
3381
Mason & Associates (California)
California
$286K -$469 -5 -0.2%
VAF
3382
Values Added Financial
District of Columbia
$286K +$2.72K +29 +0.9%
CWC
3383
Carolinas Wealth Consulting
North Carolina
$285K -$117K -1,245 -28%
HFS
3384
Hughes Financial Services
Virginia
$285K +$6.94K +74 +2%
LGW
3385
Leslie Global Wealth
Illinois
$285K +$8.26K +88 +3%
TWM
3386
Tumwater Wealth Management
Idaho
$284K
MAM
3387
MMA Asset Management
Pennsylvania
$284K -$25.1K -268 -8%
CWM
3388
Crowley Wealth Management
Delaware
$283K -$35.2K -375 -10%
VFPW
3389
Vantage Financial Partners (Wisconsin)
Wisconsin
$283K +$281 +3 +0.1%
SO
3390
Sierra Ocean
California
$283K +$22.8K +243 +8%
EL
3391
Essex LLC
Illinois
$283K -$9.29K -99 -3%
PGWM
3392
Pitti Group Wealth Management
New York
$283K +$1.22K +13 +0.4%
TFF
3393
The Family Firm
Maryland
$282K +$375 +4 +0.1%
CIAS
3394
CBIZ Investment Advisory Services
Ohio
$282K +$25.8K +275 +9%
SP
3395
Sequent Planning
Nebraska
$282K -$13.5K -144 -4%
SWA
3396
Strata Wealth Advisors
Texas
$282K -$35.7K -381 -11%
DWS
3397
Dynamic Wealth Strategies
California
$282K -$28K -298 -8%
RB
3398
Rodgers Brothers
Pennsylvania
$282K +$7.22K +77 +2%
SIC
3399
Schwartz Investment Counsel
Michigan
$281K
GF
3400
Gries Financial
Ohio
$281K -$97.6K -1,040 -25%

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.