- Today
- Holidays
- Birthdays
- Reminders
- Cities
- Atlanta
- Austin
- Baltimore
- Berwyn
- Beverly Hills
- Birmingham
- Boston
- Brooklyn
- Buffalo
- Charlotte
- Chicago
- Cincinnati
- Cleveland
- Columbus
- Dallas
- Denver
- Detroit
- Fort Worth
- Houston
- Indianapolis
- Knoxville
- Las Vegas
- Los Angeles
- Louisville
- Madison
- Memphis
- Miami
- Milwaukee
- Minneapolis
- Nashville
- New Orleans
- New York
- Omaha
- Orlando
- Philadelphia
- Phoenix
- Pittsburgh
- Portland
- Raleigh
- Richmond
- Rutherford
- Sacramento
- Salt Lake City
- San Antonio
- San Diego
- San Francisco
- San Jose
- Seattle
- Tampa
- Tucson
- Washington
OFI Invest Asset Management Trims Walmart Holdings
Asset manager reduces stake in retail giant by 24.3% in Q4 2025
Apr. 11, 2026 at 9:50am
Got story updates? Submit your updates here. ›
An extreme close-up of Walmart's expansive financial infrastructure hints at the institutional might behind the retail giant's global operations.Bentonville TodayOFI Invest Asset Management, an institutional investment firm, reduced its holdings in Walmart Inc. (NASDAQ:WMT) by 24.3% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 423,594 shares of the retailer's stock, valued at $47.2 million as of the end of the quarter.
Why it matters
This move by a major institutional investor provides insight into how some fund managers are viewing Walmart's stock and the broader retail landscape. Tracking changes in large shareholders' positions can offer clues about the market's sentiment towards a company.
The details
OFI Invest Asset Management sold 135,893 Walmart shares during the quarter, bringing its total holdings down to 423,594 shares. The firm's position was worth $47.2 million as of the end of 2025's fourth quarter, down from $62.3 million at the end of the prior quarter.
- OFI Invest Asset Management filed its Q4 2025 holdings with the SEC on April 11, 2026.
- The firm reduced its Walmart stake during the three-month period ending December 31, 2025.
The players
OFI Invest Asset Management
An institutional investment management firm that has been an investor in Walmart.
Walmart Inc.
A multinational retail corporation that operates a broad portfolio of store formats and digital services, including large-format supercenters, discount department stores, and a membership warehouse chain.
The takeaway
This filing provides a window into how one major institutional investor is positioning its Walmart holdings, which could signal broader market sentiment around the retail giant's stock and performance.
