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Walker & Dunlop

254 hedge funds and large institutions have $1.29B invested in Walker & Dunlop in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 83 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,514% more call options, than puts

Call options by funds: $13M | Put options by funds: $497K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 83

1.24% more ownership

Funds ownership: 82.88%84.12% (+1.2%)

8% less funds holding

Funds holding: 277254 (-23)

24% less capital invested

Capital invested by funds: $1.7B → $1.29B (-$406M)

33% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 55

Holders
254
Holders Change
-23
Holders Change %
-8.3%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
99
Reduced
83
Closed
55
Calls
$13M
Puts
$497K
Net Calls
+$12.5M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
226
Lloyd Advisory Services
Georgia
$2K +$2.54K +45 New
RFP
227
Root Financial Partners
California
$1.95K +$564 +10 +29%
VFM
228
Vision Financial Markets
Connecticut
$1.87K +$56 +1 +2%
TWD
229
True Wealth Design
Ohio
$1.69K +$507 +9 +31%
SIC
230
SJS Investment Consulting
Ohio
$1.64K +$2.09K +37 New
SC
231
Swan Capital
Florida
$1.61K
MTIC
232
Missouri Trust & Investment Company
Missouri
$1.55K
Optiver Holding
233
Optiver Holding
Netherlands
$1.51K +$1.92K +34 New
GSWM
234
Golden State Wealth Management
California
$1.26K
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$1.02K
KFAS
236
Keating Financial Advisory Services
Kansas
$1.02K
VNT
237
Vanguard National Trust
Pennsylvania
$888 +$1.13K +20 New
AWM
238
Abound Wealth Management
Tennessee
$624
CPG
239
Cornerstone Planning Group
New Jersey
$614 +$676 +12 New
T
240
Tidemark
California
$564
KG
241
Kilter Group
New York
$400 +$507 +9 New
BIA
242
Bell Investment Advisors
California
$356
BFS
243
Bare Financial Services
Pennsylvania
$355 -$846 -15 -65%
CFO
244
CVA Family Office
Colorado
$311 +$395 +7 New
WA
245
Whipplewood Advisors
Colorado
$311 +$395 +7 New
NA
246
NewEdge Advisors
Louisiana
$225 +$282 +5 New
FFO
247
Fortitude Family Office
Arizona
$222 -$169 -3 -38%
GWM
248
Gilpin Wealth Management
Colorado
$178 +$113 +2 +100%
JWM
249
JPL Wealth Management
Colorado
$178 +$225 +4 New
TPCW
250
TD Private Client Wealth
New York
$133 +$169 +3 New