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Walker & Dunlop
WD

292 hedge funds and large institutions have $2.54B invested in Walker & Dunlop in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 100 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

43% more call options, than puts

Call options by funds: $2.8M | Put options by funds: $1.95M

8% more funds holding

Funds holding: 270 → 292 (+22)

5% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 95

0.6% more ownership

Funds ownership: 83.73% → 84.33% (+0.6%)

7% less capital invested

Capital invested by funds: $2.75B → $2.54B (-$206M)

Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
100
Reduced
95
Closed
26
Calls
$2.8M
Puts
$1.95M
Net Calls
+$842K
Net Calls Change
-$1.46M

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
+$23.5M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$19.5M
3
RA
Royce & Associates
New York
+$18.2M
4
TCM
Tributary Capital Management
Nebraska
+$12.7M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$11.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.5M
2
BlackRock
BlackRock
New York
-$10.3M
3
Goldman Sachs
Goldman Sachs
New York
-$9.51M
4
American Century Companies
American Century Companies
Missouri
-$8.29M
5
State Street
State Street
Massachusetts
-$6.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
226
Brooklyn Investment Group
New York
$17.8K +$18.7K +209 New
CTA
227
Colonial Trust Advisors
South Carolina
$17.1K – – –
RBC
228
Roble Belko & Company
Pennsylvania
$17K – – –
AF
229
Allworth Financial
California
$17K +$1.79K +20 +10%
UB
230
UMB Bank
Missouri
$16.2K +$9.31K +104 +121%
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$16.1K +$1.7K +19 +11%
SS
232
SBI Securities
Japan
$15.9K +$3.49K +39 +27%
SCM
233
Sterling Capital Management
North Carolina
$15K -$11.6K -130 -42%
Jones Financial Companies
234
Jones Financial Companies
Missouri
$13.9K +$5.1K +57 +53%
RA
235
Rise Advisors
New York
$13.3K -$2.51K -28 -15%
NEWAS
236
N.E.W. Advisory Services
Wisconsin
$12.9K +$13.5K +151 New
MSG
237
Main Street Group
Virginia
$12.1K – – –
BTI
238
Blue Trust Inc
Georgia
$10.7K +$2.95K +33 +36%
Bessemer Group
239
Bessemer Group
New Jersey
$10K -$716 -8 -6%
HWM
240
Hemington Wealth Management
Virginia
$10K +$895 +10 +9%
LC
241
Lindbrook Capital
California
$9.65K +$4.83K +54 +92%
BF
242
BOK Financial
Oklahoma
$9.47K – – –
TFA
243
Toth Financial Advisory
Virginia
$8.54K – – –
FFA
244
Farther Finance Advisors
California
$8.44K +$2.42K +27 +36%
CA
245
Continuum Advisory
Idaho
$7.85K – – –
EWA
246
EverSource Wealth Advisors
Alabama
$7.85K +$1.61K +18 +24%
PFG
247
Putney Financial Group
California
$7.68K – – –
C
248
Covestor
United Kingdom
$7K +$179 +2 +3%
GIA
249
GHP Investment Advisors
Colorado
$6.4K – – –
QL
250
Quarry LP
New York
$6.32K -$14.7K -164 -69%
8 9
10
11 12

WD Hedge Fund Activity: Q1 2025 in Review

292 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2025, worth a combined $2.54B — down 7.5% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WD positions and 26 closed out — a net gain of 23 holders — while 100 added to existing stakes and 95 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $23.5M. The largest seller was Fidelity Investments, cutting an estimated $55.5M.

  • 292 institutional investors held Walker & Dunlop (WD) as of Q1 2025, up from 270 in Q4 2024.
  • Funds reported $2.54B of Walker & Dunlop stock for Q1 2025, down 7.5% quarter-over-quarter.
  • 49 funds opened new Walker & Dunlop positions in Q1 2025 and 26 closed out, a net change of +23 holders.
  • The largest Walker & Dunlop buyer in Q1 2025 was Sequoia Financial Advisors, an estimated $23.5M added.
  • The largest Walker & Dunlop seller in Q1 2025 was Fidelity Investments, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2025.