We are live on ! Find out more
WMT icon

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
SCA
3676
Scott Capital Advisors
Oregon
$200K
AWM
3677
Abound Wealth Management
Tennessee
$199K -$3.1K -33 -1%
FFA
3678
Frazier Financial Advisors
Ohio
$199K
AWM
3679
AllSquare Wealth Management
New York
$198K -$78.2K -834 -27%
SI
3680
Sava Infond
Slovenia
$198K
CWA
3681
Carolina Wealth Advisors
South Carolina
$196K
PMIM
3682
Prudent Man Investment Management
Colorado
$191K
MSWA
3683
Marshall & Sterling Wealth Advisors
New York
$187K +$46.4K +495 +30%
NC
3684
North Capital
Utah
$187K +$200K +2,129 New
CVM
3685
Cheviot Value Management
California
$186K +$176K +1,873 New
SHIM
3686
Stone House Investment Management
Pennsylvania
$184K +$196K +2,091 New
JFA
3687
JNBA Financial Advisors
Minnesota
$180K -$52.5K -560 -21%
CH
3688
Canton Hathaway
Rhode Island
$177K
MAS
3689
MPWM Advisory Solutions
Georgia
$177K +$3.28K +35 +2%
CMBA
3690
C.M. Bidwell & Associates
Hawaii
$175K -$5.82K -62 -3%
WPA
3691
Wealth Preservation Advisors
Tennessee
$175K +$187K +1,989 New
AEPWM
3692
Atlantic Edge Private Wealth Management
Florida
$174K
CAWM
3693
Capital A Wealth Management
Pennsylvania
$172K -$8.35K -89 -4%
CIA
3694
Cape Investment Advisory
Georgia
$172K +$46.9K +500 +34%
BIM
3695
Breakwater Investment Management
Washington
$171K
SVCP
3696
Silicon Valley Capital Partners
California
$170K +$281 +3 +0.2%
NC
3697
NewSquare Capital
Pennsylvania
$165K +$83.3K +888 +90%
FG
3698
Fairman Group
Pennsylvania
$164K
CAM
3699
Clarity Asset Management
Iowa
$162K -$29.8K -318 -15%
SAS
3700
Stelac Advisory Services
New York
$157K +$18.4K +196 +12%

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.