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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
EPP
3501
ETF Portfolio Partners
Kansas
$251K
JFGLC
3502
Johnson Financial Group LLC (Colorado)
Colorado
$251K +$268K +2,859 New
WCP
3503
Wick Capital Partners
Pennsylvania
$251K +$11.7K +125 +5%
RRWA
3504
Rainey & Randall Wealth Advisors
Florida
$251K +$267K +2,850 New
SCM
3505
Saxony Capital Management
Missouri
$250K -$75.7K -807 -22%
MSFP
3506
Mark Sheptoff Financial Planning
Connecticut
$250K
PC
3507
Prairiewood Capital
North Dakota
$250K +$94 +1 +0%
PAS
3508
Professional Advisory Services
Florida
$250K
WCM
3509
Washburn Capital Management
Florida
$249K +$94 +1 +0%
CWM
3510
Cherrydale Wealth Management
New Jersey
$249K -$3.75K -40 -1%
QP
3511
Quartz Partners
New York
$248K
CMS
3512
Capital Market Strategies
Florida
$248K -$127K -1,355 -32%
AF
3513
Affiance Financial
Minnesota
$247K
SC
3514
Searle & Co
Connecticut
$247K +$188 +2 +0.1%
PRTG
3515
Post Resch Tallon Group
New York
$246K -$1.88K -20 -0.7%
NMG
3516
New Millennium Group
Utah
$246K -$2.63K -28 -1%
BAS
3517
Brueske Advisory Services
Washington
$246K -$4.32K -46 -2%
PSF
3518
Pacific Sun Financial
California
$245K +$262K +2,792 New
LWM
3519
LeConte Wealth Management
Tennessee
$245K +$262K +2,792 New
WAOI
3520
Wealth Advisors of Iowa
Iowa
$245K -$82K -874 -24%
HHGA
3521
Halbert Hargrove Global Advisors
California
$244K +$15.1K +161 +6%
GCWM
3522
Graham Capital Wealth Management
District of Columbia
$243K +$260K +2,772 New
WA
3523
WPG Advisers
Maryland
$242K -$25.8K -275 -9%
DWP
3524
Destiny Wealth Partners
Florida
$242K
DC
3525
Darrow Company
Massachusetts
$242K

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.