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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
BF
3651
Baring Financial
Washington
$209K -$20.9K -223 -9%
GWM
3652
Global Wealth Management
New Jersey
$209K +$223K +2,379 New
HWM
3653
Howard Wealth Management
Connecticut
$208K
DFA
3654
DHJJ Financial Advisors
Illinois
$208K
NAMNJ
3655
NorthStar Asset Management (New Jersey)
New Jersey
$208K +$375 +4 +0.2%
CWM
3656
ClientFirst Wealth Management
Arkansas
$208K +$7.97K +85 +4%
BEW
3657
Burton Enright Welch
California
$208K +$222K +2,364 New
SFSG
3658
Sound Financial Strategies Group
Mississippi
$207K -$41.8K -446 -16%
BWM
3659
Base Wealth Management
Florida
$207K +$221K +2,354 New
ABWM
3660
Alpine Bank Wealth Management
Colorado
$207K +$221K +2,354 New
DA
3661
Dash Acquisitions
California
$206K +$202K +2,150 New
JF
3662
Joule Financial
Kentucky
$206K -$938 -10 -0.4%
MCM
3663
Mengis Capital Management
Oregon
$205K
SVWA
3664
Sarver Vrooman Wealth Advisors
Missouri
$205K +$219K +2,332 New
FWM
3665
FMA Wealth Management
Massachusetts
$204K +$194K +2,073 New
SWM
3666
Stockman Wealth Management
Montana
$204K +$5.07K +54 +2%
AA
3667
Alesco Advisors
New York
$204K -$51.2K -546 -19%
NED
3668
Nancy E. Dempze
$203K
BC
3669
Brio Consultants
California
$203K -$1.41K -15 -0.6%
AA
3670
ACT Advisors
North Carolina
$203K -$6.57K -70 -3%
EIA
3671
Eldridge Investment Advisors
New Hampshire
$203K -$18.3K -195 -8%
PGWM
3672
Parisi Gray Wealth Management
New Jersey
$201K +$215K +2,288 New
EMC
3673
Everest Management Corp
California
$201K +$215K +2,287 New
SA
3674
Shilanski & Associates
Alaska
$201K -$105K -1,118 -33%
MSG
3675
Main Street Group
Virginia
$200K -$6.57K -70 -3%

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.