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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
CCA
3626
Cora Capital Advisors
New Jersey
$215K +$8.63K +92 +4%
CWM
3627
Consultiva Wealth Management
Puerto Rico
$215K -$10.2K -109 -4%
TFP
3628
Traction Financial Partners
Wyoming
$215K -$8.54K -91 -4%
MC
3629
Miramar Capital
Illinois
$214K
PFA
3630
Plotkin Financial Advisors
Maryland
$214K +$2.63K +28 +1%
MFA
3631
Millington Financial Advisors
Illinois
$214K +$188 +2 +0.1%
PBO
3632
Peoples Bank (Ohio)
Ohio
$213K -$8.44K -90 -4%
PCA
3633
Providence Capital Advisors
North Carolina
$213K -$49.3K -526 -18%
HAM
3634
Harmony Asset Management
Arizona
$213K
GFA
3635
Grunden Financial Advisory
Texas
$213K
Aristotle Capital Management
3636
Aristotle Capital Management
California
$212K
APW
3637
Aurora Private Wealth
New Jersey
$212K -$72.4K -772 -24%
RFA
3638
RTD Financial Advisors
Pennsylvania
$212K -$1.13K -12 -0.5%
TCM
3639
TruNorth Capital Management
Michigan
$212K +$154K +1,646 +215%
AWM
3640
Activest Wealth Management
Florida
$211K +$72K +767 +47%
MWA
3641
Martel Wealth Advisors
Washington
$211K
LSWM
3642
Lorne Steinberg Wealth Management
Canada
$210K
GFWA
3643
Grey Fox Wealth Advisors
Delaware
$210K +$224K +2,386 New
EFP
3644
Elser Financial Planning
Indiana
$210K +$375 +4 +0.2%
SWIM
3645
Smallwood Wealth Investment Management
New Jersey
$210K -$19K -203 -8%
LCM
3646
Leisure Capital Management
California
$210K +$2.91K +31 +1%
SFM
3647
Signet Financial Management
New Jersey
$210K +$224K +2,387 New
FC
3648
Fairscale Capital
New Hampshire
$209K +$24K +256 +12%
MAM
3649
Marotta Asset Management
Virginia
$209K +$20.6K +220 +9%
OA
3650
Oceanside Advisors
South Carolina
$209K -$2.81K -30 -1%

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.