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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
NQWM
3551
Northwest Quadrant Wealth Management
Oregon
$237K -$20.2K -215 -7%
BDL
3552
Banque de Luxembourg
Luxembourg
$237K
GCA
3553
Gradient Capital Advisors
California
$236K +$3.85K +41 +2%
CFA
3554
Cahill Financial Advisors
Minnesota
$236K +$8.26K +88 +3%
PCFFS
3555
Pacific Center for Financial Services
California
$236K
IVP
3556
Intrinsic Value Partners
Arizona
$236K +$1.97K +21 +0.8%
TCMP
3557
Thrive Capital Management (Pennsylvania)
Pennsylvania
$236K +$252K +2,688 New
KCP
3558
Kera Capital Partners
California
$235K +$37.1K +395 +17%
MAM
3559
Madison Asset Management
Wisconsin
$235K
SWA
3560
Sightline Wealth Advisors
Connecticut
$234K +$469 +5 +0.2%
BCM
3561
Blume Capital Management
California
$234K +$1.69K +18 +0.7%
GBA
3562
Garrison Bradford & Associates
New York
$234K
MIM
3563
Macroview Investment Management
Maryland
$234K +$7.69K +82 +3%
VCWM
3564
Vista Cima Wealth Management
Arizona
$233K -$13.7K -146 -5%
FS
3565
Financial Symmetry
North Carolina
$233K +$249K +2,657 New
APC
3566
Aspire Private Capital
North Carolina
$233K -$407K -4,337 -62%
LFP
3567
Lakeshore Financial Planning
Michigan
$232K -$16.6K -177 -6%
CBOR
3568
Community Bank of Raymore
Missouri
$232K
MWM
3569
Momentous Wealth Management
Washington
$232K +$20.4K +217 +9%
GSWM
3570
Greenup Street Wealth Management
Michigan
$232K -$97K -1,034 -28%
MFA
3571
Morling Financial Advisors
California
$231K +$247K +2,635 New
IWM
3572
Integris Wealth Management
California
$231K +$9.76K +104 +4%
GFG
3573
Grantvest Financial Group
New Jersey
$231K -$11.8K -126 -5%
MWP
3574
Meredith Wealth Planning
Illinois
$231K
WA
3575
Whipplewood Advisors
Colorado
$230K +$24.4K +260 +10%

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.