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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
KFGG
3826
Keystone Financial Group (Georgia)
Georgia
$23.8K
MIM
3827
Manitou Investment Management
Ontario, Canada
$22.4K +$23.9K +255 New
LAM
3828
Lummis Asset Management
Texas
$20.5K
WCM
3829
WealthTrak Capital Management
Virginia
$20.3K -$32.9K -351 -60%
RI
3830
Ridgewood Investments
New Jersey
$18.3K +$19.5K +208 New
BC
3831
Barrett & Company
Rhode Island
$17.9K +$7.04K +75 +58%
AFS
3832
Anderson Financial Strategies
Ohio
$17.6K +$18.8K +200 New
MAM
3833
Morse Asset Management
Connecticut
$17.1K +$15K +160 +457%
CWM
3834
Copia Wealth Management
Oregon
$16.3K
SCA
3835
Stuart Chaussee & Associates
California
$16.3K
CFP
3836
Comprehensive Financial Planning
Pennsylvania
$15.8K
RBC
3837
Roble Belko & Company
Pennsylvania
$14K +$5.35K +57 +59%
PCM
3838
Perritt Capital Management
Illinois
$13.5K +$11.4K +121 +367%
FAI
3839
Fiduciary Advisors Inc
Missouri
$13.3K -$14.2K -151 -50%
WCM
3840
Westend Capital Management
California
$12.3K +$750 +8 +6%
FPF
3841
First Pacific Financial
Washington
$12.1K
PWM
3842
Parkworth Wealth Management
California
$10.4K +$94 +1 +0.8%
WFA
3843
Wells Financial Advisors
Massachusetts
$10.4K
PS
3844
PayPay Securities
Japan
$10.3K +$375 +4 +4%
ETS
3845
ESL Trust Services
New York
$10.1K
UIC
3846
Uniplan Investment Counsel
Wisconsin
$9.81K +$10.4K +111 New
YAL
3847
Your Advocates Ltd
Texas
$8.78K -$938 -10 -9%
BCM
3848
Berbice Capital Management
New York
$8.78K +$9.38K +100 New
FW
3849
Fairway Wealth
Ohio
$8.16K +$2.81K +30 +48%
PP
3850
PFS Partners
New Jersey
$7.65K

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.