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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
LIM
3851
Longfellow Investment Management
Massachusetts
$7.64K
BAM
3852
Bellevue Asset Management
Washington
$7.64K
BHWM
3853
Bay Harbor Wealth Management
Maryland
$7.5K -$30.9K -329 -80%
CNBT
3854
Cornerstone National Bank & Trust
Illinois
$7.37K -$5.35K -57 -40%
CAIM
3855
Catherine Avery Investment Management
Florida
$7.2K
DMIC
3856
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.6K
RPA
3857
Redwood Park Advisors
California
$5.79K
MWA
3858
Moser Wealth Advisors
Washington
$5.71K +$6.1K +65 New
MWM
3859
MorganRosel Wealth Management
Colorado
$5.53K +$5.91K +63 New
SR
3860
Syntax Research
Florida
$4.39K
NRWA
3861
North Ridge Wealth Advisors
Oregon
$3.95K
RJA
3862
Ross\Johnson & Associates
Minnesota
$3.6K +$3.85K +41 New
ICCON
3863
Investment Counsel Company of Nevada
Nevada
$3.16K
SIM
3864
Studio Investment Management
Illinois
$2.9K
AFG
3865
Albion Financial Group
Utah
$2.9K
WOC
3866
West Oak Capital
California
$2.41K
HIA
3867
HFM Investment Advisors
New Jersey
$2.19K +$2.35K +25 New
BGWM
3868
Bridge Generations Wealth Management
Florida
$1.32K +$1.41K +15 New
CCM
3869
Campbell Capital Management
Florida
$1.05K
IWM
3870
Inlight Wealth Management
Georgia
$966 +$1.03K +11 New
EPW
3871
Evergreen Private Wealth
Colorado
$651
KIG
3872
Kessler Investment Group
Indiana
$527
Parallax Volatility Advisers
3873
Parallax Volatility Advisers
California
$176 -$10.9M -116,598 -100%
Citadel Advisors
3874
Citadel Advisors
Florida
-$462M -4,919,954 Closed
Point72 Asset Management
3875
Point72 Asset Management
Connecticut
-$97.4M -1,038,436 Closed

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.