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Walker & Dunlop

274 hedge funds and large institutions have $1.7B invested in Walker & Dunlop in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

2% less funds holding

Funds holding: 280274 (-6)

20% less call options, than puts

Call options by funds: $1.67M | Put options by funds: $2.08M

29% less capital invested

Capital invested by funds: $2.39B → $1.7B (-$693M)

Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.67M
Puts
$2.08M
Net Calls
Net Calls Change

Top Buyers

1 +$22.8M
2 +$11.8M
3 +$10.9M
4
Squarepoint
Squarepoint
New York
+$10.1M
5
BlackRock
BlackRock
New York
+$9.67M

Top Sellers

1 -$65M
2 -$25.3M
3 -$23.4M
4
SFA
Sequoia Financial Advisors
Ohio
-$21.9M
5
Goldman Sachs
Goldman Sachs
New York
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
251
Root Financial Partners
California
$2.04K
HFS
252
Hantz Financial Services
Michigan
$2K
HNW
253
High Note Wealth
Minnesota
$1.8K
TWD
254
True Wealth Design
Ohio
$1.75K
GSWM
255
Golden State Wealth Management
California
$1.68K
BFS
256
Bare Financial Services
Pennsylvania
$1.38K
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$1.38K
KFAS
258
Keating Financial Advisory Services
Kansas
$1.38K
IA
259
IFP Advisors
Florida
$1.32K
PWMG
260
Private Wealth Management Group
New Jersey
$1.02K
JWA
261
JFS Wealth Advisors
Pennsylvania
$963
AWM
262
Abound Wealth Management
Tennessee
$846
T
263
Tidemark
California
$753
MCM
264
MAI Capital Management
Ohio
$722
BIA
265
Bell Investment Advisors
California
$482
FFO
266
Fortitude Family Office
Arizona
$481
SA
267
Strategic Advocates
Utah
$426
AW
268
Ankerstar Wealth
Texas
$301
DPW
269
DiNuzzo Private Wealth
Pennsylvania
$181
HIA
270
HFM Investment Advisors
New Jersey
$121
GWM
271
Gilpin Wealth Management
Colorado
$121
AssetMark Inc
272
AssetMark Inc
California
$120
DF
273
Dunhill Financial
United Kingdom
$55
TM
274
Torren Management
California
$12
Balyasny Asset Management
275
Balyasny Asset Management
Illinois