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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
SC
3526
Seldon Capital
California
$242K
PAG
3527
Poinciana Advisors Group
Florida
$241K -$844 -9 -0.3%
NCM
3528
Noesis Capital Mangement
Florida
$241K +$26.4K +281 +11%
AC
3529
AWM Capital
Arizona
$241K +$257K +2,741 New
TF
3530
Talbot Financial
Washington
$241K
FFM
3531
Flagstone Financial Management
Nebraska
$241K +$938 +10 +0.4%
PCM
3532
Prospera Capital Management
Arizona
$241K +$257K +2,737 New
CP
3533
Camelot Portfolios
Ohio
$241K +$13K +139 +5%
ACA
3534
Aspire Capital Advisors
Washington
$241K -$13K -139 -5%
BFA
3535
Brown Financial Advisory
Alabama
$240K +$257K +2,737 New
W
3536
WealthCollab
Washington
$240K +$5.16K +55 +2%
MWA
3537
Miller Wealth Advisors
Colorado
$240K
CWIG
3538
Chung Wu Investment Group
Texas
$240K -$165K -1,756 -39%
RWP
3539
Ridgeline Wealth Planning
Ohio
$239K -$6.29K -67 -2%
MMM
3540
Mendel Money Management
Illinois
$239K +$31K +330 +14%
OPPS
3541
Obsidian Personal Planning Solutions
Maryland
$239K +$21.1K +225 +10%
JWS
3542
Juncture Wealth Strategies
Arizona
$239K -$563 -6 -0.2%
PDM
3543
Penn Davis McFarland
Texas
$239K
ECA
3544
Elevated Capital Advisors
Utah
$238K +$19.4K +207 +8%
SMF
3545
Sterling Manor Financial
New York
$238K
CCM
3546
Colorado Capital Management
Colorado
$238K +$375 +4 +0.1%
PWM
3547
Provident Wealth Management
Tennessee
$238K
CWM
3548
Cahill Wealth Management
Michigan
$237K -$44.5K -474 -15%
SNB
3549
Security National Bank
Nebraska
$237K -$22.5K -240 -8%
RC
3550
Reik & Co
New York
$237K

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.