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Walker & Dunlop
WD

Overview Fund Activity

269 hedge funds and large institutions have $2.75B invested in Walker & Dunlop in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.58%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
97
Reduced
93
Closed
33
Calls
$3.01M
Puts
$710K
Net Calls
+$2.3M
Net Calls Change
+$2.71M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$17.4M
2
GIP
Granite Investment Partners
California
+$13.3M
3
State Street
State Street
Massachusetts
+$10.5M
4
BlackRock
BlackRock
New York
+$10.3M
5
MDSL
M.D. Sass LLC
New York
+$9.39M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$14M
2
VC
Voss Capital
Texas
-$10.6M
3
FSCM
First Sabrepoint Capital Management
Texas
-$5.63M
4
HCM
Harspring Capital Management
New York
-$4.71M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
226
Hemington Wealth Management
Virginia
$10K +$893 +10 +10%
TFA
227
Toth Financial Advisory
Virginia
$9.72K – – –
BF
228
BOK Financial
Oklahoma
$9.7K – – –
BTI
229
Blue Trust Inc
Georgia
$8.94K -$23.6K -243 -73%
CA
230
Continuum Advisory
Idaho
$8.94K – – –
PFG
231
Putney Financial Group
California
$8.75K +$8.75K +90 New
UB
232
UMB Bank
Missouri
$8.36K – – –
FFA
233
Farther Finance Advisors
California
$7.29K -$4.47K -46 -38%
GIA
234
GHP Investment Advisors
Colorado
$7.29K – – –
EWA
235
EverSource Wealth Advisors
Alabama
$7.19K -$13.2K -136 -65%
C
236
Covestor
United Kingdom
$7K – – –
SFG
237
Stonebridge Financial Group
Pennsylvania
$6.81K +$6.81K +70 New
AAP
238
Arax Advisory Partners
Colorado
$6.71K +$1.17K +12 +21%
LC
239
Lindbrook Capital
California
$5.74K – – –
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$4.37K -$972 -10 -18%
RIL
241
Rothschild Investment LLC
Illinois
$3.89K +$972 +10 +33%
PFBT
242
Parkside Financial Bank & Trust
Missouri
$3.79K +$583 +6 +18%
PS
243
Principal Securities
Iowa
$3.6K +$1.85K +19 +106%
HNW
244
High Note Wealth
Minnesota
$3.6K +$3.6K +37 New
MTIC
245
Missouri Trust & Investment Company
Missouri
$3.4K – – –
HCP
246
Hexagon Capital Partners
Arkansas
$3.21K +$1.85K +19 +136%
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$2.24K – – –
JWA
248
JFS Wealth Advisors
Pennsylvania
$2.24K +$389 +4 +21%
BCMLT
249
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.75K – – –
CA
250
Clearstead Advisors
Ohio
$1.62K – – –
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