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
SCB
3701
Saudi Central Bank
Saudi Arabia
$153K +$163K +1,739 New
WW
3702
Winnow Wealth
Texas
$150K +$3.94K +42 +3%
PSFG
3703
Park Square Financial Group
Georgia
$149K -$20.3K -216 -11%
VC
3704
Vestor Capital
Illinois
$147K -$8.63M -92,047 -98%
SIC
3705
SJS Investment Consulting
Ohio
$146K -$188 -2 -0.1%
IWM
3706
IMG Wealth Management
Florida
$145K +$13.4K +143 +9%
BGAI
3707
Bruce G. Allen Investments
Colorado
$145K -$48.4K -516 -24%
LIA
3708
Luken Investment Analytics
Tennessee
$144K
RFG
3709
REAP Financial Group
Texas
$144K +$21.4K +228 +16%
CMA
3710
Cedar Mountain Advisors
Oregon
$143K -$1.5K -16 -1%
NICM
3711
Neo Ivy Capital Management
New York
$140K +$150K +1,596 New
GWSA
3712
Global Wealth Strategies & Associates
Colorado
$140K -$61.6K -657 -29%
HIW
3713
Holos Integrated Wealth
Pennsylvania
$136K
IHWM
3714
Iron Horse Wealth Management
Iowa
$133K +$3.28K +35 +2%
PP
3715
PrairieView Partners
Minnesota
$132K +$14.2K +151 +11%
NSG
3716
Nalls Sherbakoff Group
Tennessee
$131K +$140K +1,488 New
CCM
3717
Cloud Capital Management
Washington
$130K +$139K +1,480 New
CFS
3718
CGC Financial Services
Oregon
$129K -$24K -256 -15%
RDFA
3719
Ritter Daniher Financial Advisory
Ohio
$129K
MBFW
3720
Morton Brown Family Wealth
Pennsylvania
$128K +$45.1K +481 +49%
RWM
3721
Ruedi Wealth Management
Illinois
$128K +$188 +2 +0.1%
RTL
3722
Red Tortoise LLC
Georgia
$127K
SFCL
3723
Strengthening Families & Communities LLC
Massachusetts
$127K -$160K -1,709 -48%
WAM
3724
WFA Asset Management
Wisconsin
$126K +$29.7K +317 +18%
VIS
3725
Vega Investment Solutions
France
$126K +$65.6K +699 +118%

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.