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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
BZWA
3601
Blue Zone Wealth Advisors
California
$221K -$7.04K -75 -3%
RGF
3602
Retirement Guys Formula
Ohio
$221K -$2.63M -27,996 -92%
BCM
3603
Bourgeon Capital Management
Connecticut
$221K -$77K -821 -25%
IW
3604
Instrumental Wealth
Florida
$220K -$3K -32 -1%
CCFCSB
3605
Cape Cod Five Cents Savings Bank
Massachusetts
$220K
PIN
3606
Prudent Investors Network
California
$220K
BFP
3607
Briaud Financial Planning
Texas
$220K
LFS
3608
Lutz Financial Services
Nebraska
$220K -$1.31K -14 -0.6%
GCIA
3609
Gabelli & Co Investment Advisers
New York
$219K
GCL
3610
Gouws Capital LLC
North Carolina
$219K
AIS
3611
American Investment Services
Massachusetts
$219K
REMPR
3612
Roof Eidam Maycock Peralta (REMP)
California
$219K +$94 +1 +0%
CPA
3613
Cathy Pareto & Associates
Florida
$219K -$18.2K -194 -7%
MIM
3614
Meixler Investment Management
Arizona
$219K -$72.4K -772 -24%
CFG
3615
Cosner Financial Group
Colorado
$218K +$375 +4 +0.2%
CWM
3616
Cranbrook Wealth Management
Michigan
$218K +$8.16K +87 +4%
LFA
3617
Longview Financial Advisors
Alabama
$218K -$2.44K -26 -1%
BWA
3618
BCU Wealth Advisors
Illinois
$218K +$375 +4 +0.2%
VSQM
3619
V-Square Quantitative Management
Illinois
$218K +$4.69K +50 +2%
TT
3620
TI-Trust
Illinois
$217K
LFG
3621
Lazard Frères Gestion
France
$217K +$232K +2,477 New
LWM
3622
Lighthouse Wealth Management
Ohio
$216K
CCMI
3623
Creative Capital Management Investments
California
$216K
SW
3624
SkyOak Wealth
Michigan
$216K +$231K +2,458 New
HCA
3625
Harbour Capital Advisors
Virginia
$216K

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.