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Walker & Dunlop
WD

Overview Fund Activity

289 hedge funds and large institutions have $2.51B invested in Walker & Dunlop in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 100 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+20
Holders Change %
+7.43%
% of All Funds
3.93%
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
93
Closed
27
Calls
$2.8M
Puts
$1.95M
Net Calls
+$842K
Net Calls Change
-$1.46M

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
$22.4M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$18.6M
3
RA
Royce & Associates
New York
$24.1M
4
TCM
Tributary Capital Management
Nebraska
$12.1M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$23.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$59.7M
2
BlackRock
BlackRock
New York
$428M
3
Goldman Sachs
Goldman Sachs
New York
$10.5M
4
TIM
Thornburg Investment Management
New Mexico
$110M
5
American Century Companies
American Century Companies
Missouri
$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
251
Private Trust Company
Ohio
$3.93K +$3.93K +46 New
SW
252
SVB Wealth
Massachusetts
$3.76K +$3.76K +44 New
PS
253
Principal Securities
Iowa
$3.6K – – –
MCM
254
Manchester Capital Management
Vermont
$3.59K +$2.99K +35 +500%
VFM
255
Vision Financial Markets
Connecticut
$3.44K +$3.44K +41 New
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$2.99K -$854 -10 -22%
RIL
257
Rothschild Investment LLC
Illinois
$2.99K -$427 -5 -13%
MTIC
258
Missouri Trust & Investment Company
Missouri
$2.99K – – –
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$2.99K +$1.71K +20 +133%
MWM
260
Mascoma Wealth Management
New Hampshire
$2.56K +$2.56K +30 New
JWA
261
JFS Wealth Advisors
Pennsylvania
$2.48K +$512 +6 +26%
HCP
262
Hexagon Capital Partners
Arkansas
$2.22K -$597 -7 -21%
CFB
263
Cullen/Frost Bankers
Texas
$1.98K +$1.04K +12 +109%
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$1.96K – – –
TPCW
265
TD Private Client Wealth
New York
$1.96K +$1.96K +23 New
BCMLT
266
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.54K – – –
BFS
267
Bare Financial Services
Pennsylvania
$1.54K +$1.54K +18 New
CA
268
Clearstead Advisors
Ohio
$1.43K – – –
AAP
269
Arax Advisory Partners
Colorado
$1.28K -$4.61K -54 -78%
AWM
270
Abound Wealth Management
Tennessee
$1.2K -$172 -2 -13%
T
271
Tidemark
California
$1.04K – – –
Simplex Trading
272
Simplex Trading
Illinois
$1K +$130 +3 +15%
SC
273
Stephens Consulting
Michigan
$854 +$854 +10 New
PWMG
274
Private Wealth Management Group
New Jersey
$683 – – –
TWD
275
True Wealth Design
Ohio
$683 +$683 +8 New
9 10
11
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