We are live on ! Find out more
WMT icon

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
PCMM
4001
Piedmont Capital Management (Montana)
Montana
-$214K -2,374 Closed
DPI
4002
Diversified Portfolios Inc
Michigan
-$214K -2,373 Closed
TPBG
4003
Turning Point Benefit Group
Maryland
-$217K -2,372 Closed
FH
4004
Financial Harvest
Florida
-$213K -2,360 Closed
EFP
4005
Envision Financial Planning
Tennessee
-$213K -2,359 Closed
VIM
4006
Vista Investment Management
Pennsylvania
-$210K -2,327 Closed
AFGAS
4007
Allegiance Financial Group Advisory Services
Virginia
-$209K -2,312 Closed
KAM
4008
Kraft Asset Management
Tennessee
-$211K -2,306 Closed
APC
4009
Asset Planning Corporation
Tennessee
-$208K -2,298 Closed
TAM
4010
Trillium Asset Management
Massachusetts
-$207K -2,288 Closed
FA
4011
Fagan Associates
New York
-$205K -2,269 Closed
BBP
4012
Banco BTG Pactual
Brazil
-$212K -2,265 Closed
IIM
4013
Ipswich Investment Management
Massachusetts
-$204K -2,259 Closed
FC
4014
Financial Council
Maryland
-$204K -2,253 Closed
JBA
4015
Johnson Bixby & Associates
Washington
-$203K -2,247 Closed
SA
4016
Skyline Advisors
Washington
-$203K -2,246 Closed
BMWS
4017
Brady Martz Wealth Solutions
North Dakota
-$204K -2,243 Closed
GLLW
4018
Graves Light Lenhart Wealth
Virginia
-$202K -2,232 Closed
LPFG
4019
Landing Point Financial Group
Ohio
-$231K -2,229 Closed
SP
4020
SIH Partners
Delaware
-$200K -2,219 Closed
WFM
4021
Wolff Financial Management
Michigan
-$200K -2,214 Closed
TF
4022
Tandem Financial
Colorado
-$189K -2,083 Closed
SIA
4023
Summit Investment Advisors
Maryland
-$205K -1,949 Closed
MRP
4024
Measured Risk Portfolios
California
-$159K -1,758 Closed
EFMH
4025
E Fund Management (HK)
Hong Kong
-$137K -1,516 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.