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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
RIL
251
Rothschild Investment LLC
Illinois
$3.88K
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$3.73K
PS
253
Principal Securities
Iowa
$3.59K
HFS
254
Hantz Financial Services
Michigan
$3K
BIG
255
Brooklyn Investment Group
New York
$2.96K
VFM
256
Vision Financial Markets
Connecticut
$2.87K
BFS
257
Bare Financial Services
Pennsylvania
$2.75K
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
AssetMark Inc
261
AssetMark Inc
California
$1.83K
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
CT
265
Clearstead Trust
Maine
$1.34K
BCMLT
266
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.27K
RAM
267
Riggs Asset Management
Pennsylvania
$1.27K
IA
268
IFP Advisors
Florida
$1.27K
LFG
269
Larson Financial Group
Missouri
$1.06K
HFS
270
Hughes Financial Services
Virginia
$1.06K
AWM
271
Abound Wealth Management
Tennessee
$991
T
272
Tidemark
California
$866
FFO
273
Fortitude Family Office
Arizona
$775
GWM
274
Geneos Wealth Management
Colorado
$775
DPW
275
DiNuzzo Private Wealth
Pennsylvania
$635