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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
IWP
3776
IAG Wealth Partners
Wisconsin
$62.5K -$9.38K -100 -12%
CWM
3777
Cedar Wealth Management
California
$59.5K
RWS
3778
Retirement Wealth Solutions
Wisconsin
$59.4K
APW
3779
Atlantic Private Wealth
North Carolina
$58.9K -$7.41K -79 -11%
TLA
3780
Tanglewood Legacy Advisors
Texas
$58.7K
FF
3781
Finley Financial
Nevada
$58.5K
RFA
3782
Reyes Financial Architecture
California
$58K +$24.1K +257 +64%
JFG
3783
JDM Financial Group
Texas
$57.7K
CJH
3784
Christopher J. Hasenberg
Wisconsin
$57.5K
CCM
3785
CAAS Capital Management
New York
$57.3K +$61.3K +653 New
SRCM
3786
Signature Resources Capital Management
California
$56.9K
KWM
3787
Kiker Wealth Management
Georgia
$56.5K +$60.3K +643 New
AP
3788
Aspect Partners
Virginia
$55.5K -$6.94K -74 -10%
IMC
3789
Investment Management Corporation
Virginia
$55.1K +$1.5K +16 +3%
NI
3790
NCP Inc
California
$55K
KPP
3791
Kings Path Partners
Texas
$54.5K
HB
3792
Horizon Bancorp
Indiana
$54K -$750 -8 -1%
FWA
3793
FSC Wealth Advisors
New York
$52.7K -$28.1K -300 -33%
TC
3794
Tacita Capital
Ontario, Canada
$52.7K
NWM
3795
Nova Wealth Management
Florida
$51.4K +$26.5K +282 +93%
UIA
3796
Ulland Investment Advisors
Minnesota
$51K
EPAM
3797
Evelyn Partners Asset Management
$49.5K
FA
3798
Financial Avengers
California
$49.4K -$1.88K -20 -3%
MWM
3799
Mascoma Wealth Management
New Hampshire
$47.8K -$18.8K -200 -27%
EWP
3800
Elevation Wealth Partners
California
$46.1K

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.