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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
RIL
251
Rothschild Investment LLC
Illinois
$3.88K +$1.45K +20 +57%
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$3.73K
PS
253
Principal Securities
Iowa
$3.59K +$1.01K +14 +38%
HFS
254
Hantz Financial Services
Michigan
$3K +$2.67K +37 New
BIG
255
Brooklyn Investment Group
New York
$2.96K -$12.1K -167 -80%
VFM
256
Vision Financial Markets
Connecticut
$2.87K
BFS
257
Bare Financial Services
Pennsylvania
$2.75K +$1.52K +21 +117%
MTIC
258
Missouri Trust & Investment Company
Missouri
$2.47K
MWM
259
Mascoma Wealth Management
New Hampshire
$2.11K
GRP
260
Global Retirement Partners
California
$2.04K +$2.1K +29 New
AssetMark Inc
261
AssetMark Inc
California
$1.83K +$1.45K +20 +333%
CFB
262
Cullen/Frost Bankers
Texas
$1.65K
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$1.62K
KIM
264
Kestra Investment Management
Texas
$1.48K +$1.52K +21 New
CT
265
Clearstead Trust
Maine
$1.34K +$1.37K +19 New
BCMLT
266
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.27K
RAM
267
Riggs Asset Management
Pennsylvania
$1.27K +$1.3K +18 New
IA
268
IFP Advisors
Florida
$1.27K
LFG
269
Larson Financial Group
Missouri
$1.06K +$722 +10 +200%
HFS
270
Hughes Financial Services
Virginia
$1.06K +$1.01K +14 New
AWM
271
Abound Wealth Management
Tennessee
$991
T
272
Tidemark
California
$866
FFO
273
Fortitude Family Office
Arizona
$775 +$795 +11 New
GWM
274
Geneos Wealth Management
Colorado
$775 +$795 +11 New
DPW
275
DiNuzzo Private Wealth
Pennsylvania
$635 +$144 +2 +29%

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.