Walmart Inc: Insights from Recent Hedge Fund 13F Filings
In the financial world, understanding hedge fund positions can provide valuable insights into market trends and stock performance. Recent analysis of the 13F filings for the period ending June 30, 2025, reveals interesting data regarding Walmart Inc. (Ticker: WMT). This article examines the changes in positions held by various hedge funds and what this implies for potential investors.
Overview of 13F Filings
Hedge funds are required to submit 13F filings quarterly, which disclose their long positions in publicly traded companies to the SEC. However, it is crucial to note that these filings do not reflect short positions, potentially leading to an incomplete picture of a fund’s overall stance on a stock. A fund may hold a long position in a stock while simultaneously shorting it, leading to potential misinterpretations if focusing solely on the 13F data.
Despite this limitation, examining groups of 13F filings can offer insights, especially when comparing data over different periods.
Changes in Walmart Holdings
Among the 26 most recent 13F filings, it was noted that Walmart Inc. was held by 18 funds. Below is a detailed look at how these holdings have changed during this reporting period:
Hedge Fund Positions Overview
| Fund | Position Status | Change In Share Count | Change In Market Value (in $ thousands) |
|---|---|---|---|
| Cercano Management LLC | Existing | UNCH | +$136 |
| Ontario Teachers Pension Plan Board | Existing | -2,433,617 | -$195,708 |
| Collaborative Wealth Management Inc. | Existing | -21 | +$41 |
| Horizon Family Wealth Inc. | Existing | +23 | +$47 |
| Financial Gravity Companies Inc. | New | +34,613 | +$3,384 |
| Summitry LLC | Existing | +782 | +$133 |
| Tortoise Investment Management LLC | Existing | +415 | +$44 |
| Blankinship & Foster LLC | New | +2,380 | +$233 |
| MTM Investment Management LLC | Existing | UNCH | +$273 |
| Sequoia Financial Advisors LLC | Existing | +30,320 | +$10,213 |
| Thrive Capital Management LLC | Existing | -68 | +$20 |
| Letko Brosseau & Associates Inc. | Existing | -27,190 | +$1,671 |
| Firestone Capital Management | Existing | -20 | +$46 |
| Plotkin Financial Advisors LLC | Existing | UNCH | +$24 |
| Western Wealth Management LLC | Existing | +4,878 | +$1,104 |
| Waratah Capital Advisors Ltd. | New | -54,000 | -$5,280 |
| Bell Investment Advisors Inc | Existing | +158 | +$29 |
| Beta Wealth Group Inc. | Existing | -98 | +$56 |
Aggregate Changes in Holdings
Over the examined period, 6 funds increased their positions in Walmart, 6 reduced their holdings, and 3 newly initiated positions. The overall change illustrates a decrease in shares held by these funds, totaling approximately 2,441,445 shares and a market value decline of about $183,534,000.
Total Hedge Fund Holdings
When we assess the total share count from all funds that reported holdings in Walmart for this quarter, we observed an increase in aggregate holdings. The total number of Walmart shares increased from 488,705,801 to 489,483,258 – a rise of around 777,457 shares, representing a modest growth of roughly 0.16%.
Top Funds Holding Walmart Inc.
As of June 30, 2025, the largest hedge funds holding shares of Walmart Inc. were revealed during the analysis, showcasing significant institutional interest.
Summarizing Institutional Interest
The fluctuations in Walmart’s holdings among various hedge funds reveal noteworthy trends. While some firms have reduced their stakes, others have seen fit to increase their positions or even make new investments. Monitoring these trends can help investors gauge market sentiment towards Walmart Inc. and provide bases for future investment decisions.
By tracking such movements among hedge funds and examining data over different reporting periods, we can uncover patterns that may aid potential investors in their decision-making processes regarding Walmart and its stock performance. Understanding the dynamics of institutional investments is crucial for anyone looking to invest in public companies like Walmart, as it can provide context to the market’s perception of the company’s future.
Walmart Inc., traditionally seen as a stable player in retail, continues to attract hedge fund interest, underlining its significance in the investment landscape.
