Walmart, Inc. (WMT) — Hedge Fund Ownership Q4 2025
WMT
- Walmart, Inc. (WMT) is held by 6 of 81 tracked hedge funds, with Gates Foundation Trust (3%) and Matrix Asset Advisors (0%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in WMT holdings came from Dodge & Cox (-1%) and Mairs & Power (-5%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to Walmart, Inc. (WMT) by 0% vs the prior quarter and -8% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Gates Foundation Trust
|
2.64% | 8.4M | — | -7.70% | $934.8M | $111.41 | — |
| 2 |
Matrix Asset Advisors David Katz
|
0.04% | 4K | -0.40% | -23.24% | $414,006 | $111.41 | — |
| 3 |
Maverick Capital Lee Ainslie
|
0.02% | 17K | NEW | — | $1.9M | $111.41 | — |
| 4 |
Mairs & Power
|
0.02% | 16K | -4.57% | +20.73% | $1.8M | $111.42 | — |
| 5 |
Gardner Russo & Quinn Thomas Russo
|
0.01% | 10K | — | -1.36% | $1.1M | $111.41 | — |
| 6 |
Dodge & Cox
|
0.01% | 180K | -0.72% | -2.06% | $20.0M | $111.41 | — |
| 6 | Total | — | 8.6M | -0.02% | -7.55% | $960.0M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.