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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
OCM
3801
Osterweis Capital Management
California
$45.7K +$6.57K +70 +16%
LAMC
3802
Longview Asset Management (California)
California
$45.6K
CWP
3803
Clark Wealth Partners
Illinois
$44.5K
CAM
3804
Chesapeake Asset Management
New York
$40.2K
HC
3805
Hara Capital
Washington
$40K -$42.8K -456 -50%
ICM
3806
Islay Capital Management
Texas
$39.5K
NCM
3807
Northwest Capital Management
Oregon
$38.7K
LD
3808
Lipe & Dalton
New York
$36K +$18.8K +200 +95%
HC
3809
Hoese & Co
Minnesota
$35.6K
EWA
3810
EQ Wealth Advisors
Texas
$35.5K +$37.9K +404 New
PIS
3811
POM Investment Strategies
North Carolina
$33.3K -$102K -1,087 -74%
BMC
3812
Bear Mountain Capital
Washington
$32.3K +$15.7K +167 +98%
WAM
3813
Wolverine Asset Management
Illinois
$32.3K +$34.5K +368 New
NA
3814
Nordwand Advisors
Pennsylvania
$32.1K
CI
3815
Clal Insurance
Israel
$32K +$27.6K +294 +432%
BGA
3816
Battery Global Advisors
Massachusetts
$31.4K
TFA
3817
Transamerica Financial Advisors
Florida
$30K -$281 -3 -0.9%
MTC
3818
Matrix Trust Company
Colorado
$29K -$4.22K -45 -12%
TIM
3819
Tortoise Investment Management
New York
$28.9K
OA
3820
Operose Advisors
Wisconsin
$28K +$22.8K +243 +320%
PP
3821
Pingora Partners
Wyoming
$26.3K -$35.2K -375 -56%
PCA
3822
PMV Capital Advisers
Texas
$26.3K
HFS
3823
Horizon Financial Services
North Carolina
$26.2K +$1.03K +11 +4%
KFP
3824
Keener Financial Planning
Texas
$26K -$445K -4,741 -94%
PPWM
3825
PFG Private Wealth Management
Florida
$25.1K +$7.88K +84 +42%

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.