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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
SIA
3751
Sit Investment Associates
Minnesota
$93K
1L
3752
10Elms LLP
Oklahoma
$86.9K
USB
3753
Union Savings Bank
Connecticut
$85.4K
IRAG
3754
Investment Research & Advisory Group
Georgia
$85.2K +$26.6K +284 +41%
HWM
3755
HighMark Wealth Management
Minnesota
$82.9K +$69.1K +737 +356%
PFG
3756
Putney Financial Group
California
$82.7K -$8.16K -87 -8%
HWP
3757
Highline Wealth Partners
California
$81.9K +$5.72K +61 +7%
IA
3758
IFS Advisors
Kansas
$81.6K
LFA
3759
LGT Financial Advisors
Texas
$81.3K +$281 +3 +0.3%
LWA
3760
Lowe Wealth Advisors
Maryland
$80.3K -$9.66K -103 -10%
PGAM
3761
Princeton Global Asset Management
New Jersey
$80K -$67.1K -715 -44%
RWM
3762
Rialto Wealth Management
New York
$77.1K -$7.13K -76 -8%
PWMG
3763
Private Wealth Management Group
New Jersey
$77K -$12.4K -132 -13%
FWM
3764
FSA Wealth Management
Massachusetts
$74.7K -$16.6K -177 -17%
HC
3765
Hurley Capital
New York
$74.6K -$3.94K -42 -5%
SL
3766
Salomon & Ludwin
Virginia
$73.2K -$844 -9 -1%
LWMI
3767
Legacy Wealth Management (Idaho)
Idaho
$70.7K +$28.1K +300 +59%
RWML
3768
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$70.3K -$1.69K -18 -2%
NIM
3769
Nexus Investment Management
Ontario, Canada
$70.1K +$52.1K +555 New
KA
3770
Kozak & Associates
Colorado
$69.5K +$10.7K +114 +18%
VWWMG
3771
Vermillion & White Wealth Management Group
Pennsylvania
$66.7K +$15K +160 +27%
T
3772
Tidemark
California
$66.2K
TIM
3773
Thompson Investment Management
Wisconsin
$65.4K +$94 +1 +0.1%
RF
3774
Robinswood Financial
Washington
$63.7K +$54.9K +585 +418%
STB
3775
S&T Bank
Pennsylvania
$62.9K +$3.66K +39 +6%

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.