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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 43 funds opening new positions, 116 increasing their positions, 87 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

9% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 47

2% less funds holding

Funds holding: 290284 (-6)

20% less capital invested

Capital invested by funds: $2.51B → $2B (-$504M)

Holders
284
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22M
Puts
$1.14M
Net Calls
Net Calls Change

Top Buyers

1 +$17.8M
2 +$15.1M
3 +$10.5M
4
Goldman Sachs
Goldman Sachs
New York
+$6.13M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.62M
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
Bessemer Group
229
Bessemer Group
New Jersey
$12K
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$11.6K
MCM
231
MAI Capital Management
Ohio
$11.4K
RA
232
Rise Advisors
New York
$11.1K
Jones Financial Companies
233
Jones Financial Companies
Missouri
$11K
BTI
234
Blue Trust Inc
Georgia
$11K
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
CIAM
238
Caitong International Asset Management
Hong Kong
$8.11K
TFA
239
Toth Financial Advisory
Virginia
$7.05K
SWP
240
Strategic Wealth Partners
Ohio
$7.05K
HWM
241
Hemington Wealth Management
Virginia
$7K
C
242
Covestor
United Kingdom
$6K
WIM
243
Westside Investment Management
California
$5.79K
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$5.36K
GIA
245
GHP Investment Advisors
Colorado
$5.29K
TPWA
246
Twin Peaks Wealth Advisors
California
$5.25K
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$4.35K
PTC
248
Private Trust Company
Ohio
$4.3K
PFBT
249
Parkside Financial Bank & Trust
Missouri
$4.23K
FFA
250
Farther Finance Advisors
California
$4.09K