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Walker & Dunlop

284 hedge funds and large institutions have $2B invested in Walker & Dunlop in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 117 increasing their positions, 87 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $3.22M | Put options by funds: $1.14M

34% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 87

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.82% less ownership

Funds ownership: 84.33%83.51% (-0.82%)

3% less funds holding

Funds holding: 292284 (-8)

13% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 48

21% less capital invested

Capital invested by funds: $2.54B → $2B (-$539M)

Holders
284
Holders Change
-8
Holders Change %
-2.74%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
117
Reduced
87
Closed
48
Calls
$3.22M
Puts
$1.14M
Net Calls
+$2.08M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
226
Colonial Trust Advisors
South Carolina
$14.1K
RBC
227
Roble Belko & Company
Pennsylvania
$14K
EWA
228
EverSource Wealth Advisors
Alabama
$13.1K +$6.79K +94 +102%
Bessemer Group
229
Bessemer Group
New Jersey
$12K +$3.61K +50 +41%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$11.6K -$1.73K -24 -13%
MCM
231
MAI Capital Management
Ohio
$11.4K +$11.7K +162 New
RA
232
Rise Advisors
New York
$11.1K +$144 +2 +1%
Jones Financial Companies
233
Jones Financial Companies
Missouri
$11K -$650 -9 -5%
BTI
234
Blue Trust Inc
Georgia
$11K +$2.24K +31 +25%
NEWAS
235
N.E.W. Advisory Services
Wisconsin
$10.7K
MSG
236
Main Street Group
Virginia
$9.99K
SS
237
SBI Securities
Japan
$8.95K -$4.26K -59 -32%
CIAM
238
Caitong International Asset Management
Hong Kong
$8.11K -$19.1K -264 -70%
TFA
239
Toth Financial Advisory
Virginia
$7.05K
SWP
240
Strategic Wealth Partners
Ohio
$7.05K +$7.22K +100 New
HWM
241
Hemington Wealth Management
Virginia
$7K -$1.16K -16 -13%
C
242
Covestor
United Kingdom
$6K +$361 +5 +6%
WIM
243
Westside Investment Management
California
$5.79K +$5.78K +80 New
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$5.36K +$2.96K +41 +117%
GIA
245
GHP Investment Advisors
Colorado
$5.29K
TPWA
246
Twin Peaks Wealth Advisors
California
$5.25K +$4.55K +63 New
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$4.35K -$142K -1,964 -97%
PTC
248
Private Trust Company
Ohio
$4.3K +$1.08K +15 +33%
PFBT
249
Parkside Financial Bank & Trust
Missouri
$4.23K +$433 +6 +11%
FFA
250
Farther Finance Advisors
California
$4.09K -$3.18K -44 -43%

WD Hedge Fund Activity: Q2 2025 in Review

284 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2025, worth a combined $2B — down 21% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of WD and 42 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 117 added.

The largest buyer was Millennium Management, adding an estimated $18.3M. The largest seller was Janus Henderson Group, cutting an estimated $21.8M.

  • 284 institutional investors held Walker & Dunlop (WD) as of Q2 2025, down from 292 in Q1 2025.
  • Funds reported $2B of Walker & Dunlop stock for Q2 2025, down 21% quarter-over-quarter.
  • 42 funds opened new Walker & Dunlop positions in Q2 2025 and 48 closed out, a net change of -6 holders.
  • The largest Walker & Dunlop buyer in Q2 2025 was Millennium Management, an estimated $18.3M added.
  • The largest Walker & Dunlop seller in Q2 2025 was Janus Henderson Group, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2025.