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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
BIA
3726
Bell Investment Advisors
California
$125K +$7.6K +81 +6%
Q1WB
3727
Quest 10 Wealth Builders
Virginia
$124K -$23.4K -249 -15%
GK
3728
Graney & King
New York
$124K +$8.35K +89 +7%
RAM
3729
Ramirez Asset Management
New York
$123K +$84.4K +900 +180%
SWC
3730
Spectrum Wealth Counsel
Indiana
$122K -$5.63K -60 -4%
CCM
3731
Cutler Capital Management
Massachusetts
$122K +$130K +1,385 New
TVWM
3732
Tower View Wealth Management
Wisconsin
$121K +$281 +3 +0.2%
OCM
3733
Orion Capital Management
California
$120K
PWA
3734
Principia Wealth Advisory
Texas
$119K -$86.1K -918 -41%
DI
3735
DAGCO Inc
Ohio
$119K +$128K +1,360 New
KHC
3736
Koesten Hirschmann & Crabtree
Kansas
$117K
AF
3737
Abound Financial
California
$116K +$124K +1,322 New
FLP
3738
Financial Life Planners
Arizona
$115K +$375 +4 +0.3%
VWA
3739
Valued Wealth Advisors
Utah
$111K -$4.6K -49 -4%
SIM
3740
Synergy Investment Management
Florida
$109K -$11.1K -118 -9%
SC
3741
Swan Capital
Florida
$107K -$15K -160 -12%
CF
3742
Conquis Financial
California
$106K -$11.7K -125 -9%
FNWM
3743
Financial Network Wealth Management
Utah
$103K +$110K +1,176 New
1NWS
3744
1 North Wealth Services
Maryland
$100K +$107K +1,143 New
DF
3745
Dunhill Financial
United Kingdom
$98.8K -$51.2K -546 -33%
PCTC
3746
Perkins Coie Trust Company
Washington
$97.6K -$43.8K -467 -30%
TWD
3747
True Wealth Design
Ohio
$96.6K -$21.6K -230 -17%
AWM
3748
Accredited Wealth Management
Kentucky
$96.3K -$4.69K -50 -4%
PSB
3749
Piscataqua Savings Bank
New Hampshire
$95.3K +$28.1K +300 +38%
CFG
3750
CKW Financial Group
Hawaii
$93K -$498K -5,307 -83%

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.