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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
FI
3951
FWG Investments
Kentucky
-$596K -6,598 Closed
QL
3952
Quarry LP
New York
-$576K -6,372 Closed
KIC
3953
Keating Investment Counselors
Florida
-$542K -6,000 Closed
1WM
3954
1858 Wealth Management
Ohio
-$537K -5,939 Closed
BPC
3955
Bryce Point Capital
New York
-$531K -5,880 Closed
BAS
3956
Breakthru Advisory Services
Wisconsin
-$526K -5,826 Closed
FA
3957
FDx Advisors
Illinois
-$487K -5,389 Closed
LAS
3958
Lloyd Advisory Services
Georgia
-$483K -5,348 Closed
PIAS
3959
PCA Investment Advisory Services
Ohio
-$473K -5,232 Closed
DACS
3960
Dymon Asia Capital (Singapore)
Singapore
-$470K -5,200 Closed
NFC
3961
Northstar Financial Companies
Pennsylvania
-$467K -5,164 Closed
WMWM
3962
Whitaker-Myers Wealth Managers
Ohio
-$451K -4,993 Closed
MA
3963
Mosaic Advisors
Texas
-$445K -4,920 Closed
CCM
3964
Crabel Capital Management
California
-$444K -4,918 Closed
IFU
3965
iSAM Funds (UK)
United Kingdom
-$434K -4,805 Closed
BAM
3966
Blueshift Asset Management
New Jersey
-$413K -4,576 Closed
PA
3967
Promethium Advisors
Maryland
-$404K -4,465 Closed
OCM
3968
Objective Capital Management
Ohio
-$399K -4,420 Closed
Cohen & Steers
3969
Cohen & Steers
New York
-$376K -4,161 Closed
GWA
3970
Gratus Wealth Advisors
Virginia
-$363K -4,020 Closed
PM
3971
Penbrook Management
New York
-$345K -3,821 Closed
KJHP
3972
K.J. Harrison & Partners
Ontario, Canada
-$339K -3,768 Closed
MC
3973
Machina Capital
France
-$338K -3,746 Closed
GSC
3974
Ground Swell Capital
South Carolina
-$314K -3,473 Closed
B
3975
Barings
North Carolina
-$314K -3,471 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.