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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
PWP
3476
Phillips Wealth Planners
Mississippi
$258K -$16.2K -173 -6%
VW
3477
Veridan Wealth
Oregon
$257K +$5.54K +59 +2%
FFG
3478
Fiduciary Financial Group
California
$257K +$6.38K +68 +2%
CWP
3479
Curated Wealth Partners
California
$257K +$274K +2,923 New
PRI
3480
Prepared Retirement Institute
Pennsylvania
$257K -$91.9K -980 -25%
PWA
3481
PCG Wealth Advisors
Kansas
$256K
BPC
3482
Bearing Point Capital
Minnesota
$256K
SSI
3483
Scott & Selber Inc
Texas
$256K +$9.85K +105 +4%
NEPPG
3484
New England Professional Planning Group
Rhode Island
$256K -$51.3K -547 -16%
DP
3485
Denver PWM
Colorado
$256K +$10.5K +112 +4%
C
3486
Covestor
United Kingdom
$255K -$1.22K -13 -0.4%
EWA
3487
Elevate Wealth Advisory
Georgia
$255K +$2.25K +24 +0.8%
EWS
3488
Evergreen Wealth Solutions
Pennsylvania
$255K -$26.5K -283 -9%
MSWM
3489
Mader & Shannon Wealth Management
Missouri
$254K +$844 +9 +0.3%
AWP
3490
Atlas Wealth Partners
Pennsylvania
$254K -$9.38K -100 -3%
CFO
3491
Custos Family Office
Texas
$254K +$57.9K +617 +27%
DCBT
3492
Dakota Community Bank & Trust
North Dakota
$253K
LAS
3493
LWM Advisory Services
Florida
$253K +$22.2K +237 +9%
WAM
3494
Wallington Asset Management
Indiana
$253K +$3.94K +42 +1%
SC
3495
Saybrook Capital
North Carolina
$252K
GKIM
3496
GW&K Investment Management
Massachusetts
$252K +$3.94K +42 +1%
CG
3497
Clifford Group
Massachusetts
$252K +$2.35K +25 +0.9%
HIM
3498
Hanlon Investment Management
New Jersey
$252K -$332K -3,535 -55%
KFA
3499
Krane Funds Advisors
New York
$252K +$269K +2,865 New
HBCM
3500
Heron Bay Capital Management
Michigan
$251K

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.