Is Walmart Inc. (NYSE:WMT) Gaining More Institutional Attention?

February 10, 2025 03:05 AM PST | By Team Kalkine Media

Is Walmart Inc. (NYSE:WMT) Gaining More Institutional Attention? — Image source: Shutterstock

Hedge Funds Adjust Their Positions in Walmart

Alongside Kingsview Wealth Management LLC, several hedge funds have either increased or reduced their positions in Walmart. Fiduciary Advisors Inc. acquired a new stake during the fourth quarter, and Peterson Financial Group Inc. added Walmart to its holdings in the third quarter. Other firms, such as Decker Retirement Planning Inc. and Voisard Asset Management Group Inc., also adjusted their positions, with Voisard Asset Management Group Inc. increasing its holdings by more than 70% over the last quarter.

Institutional Ownership Remains Significant

Hedge funds and other institutional entities now hold approximately 26.76% of Walmart’s total outstanding shares. This level of institutional participation underscores the continued relevance of the company within the retail sector. Livelsberger Financial Advisory and other firms have also recently initiated positions in Walmart, further contributing to the increasing institutional presence.

Walmart’s Position in the Retail Landscape

As one of the largest global retailers, Walmart maintains a broad operational footprint across multiple regions. The company’s extensive supply chain, strong customer base, and evolving business strategies continue to draw institutional interest. With major financial firms adjusting their holdings, Walmart remains a key entity within institutional portfolios, reflecting its standing in the industry.

Hedge Funds and Financial Firms Maintain Engagement

Institutional investors frequently review and adjust their portfolios based on a variety of financial and strategic considerations. The ongoing activity surrounding Walmart reflects broader industry trends, where large funds continually assess their holdings in major retail corporations. With continued institutional engagement, Walmart remains a notable entity in financial discussions among key market participants.

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