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Walker & Dunlop
WD

Overview Fund Activity

282 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, 117 increasing their positions, 84 reducing their positions, and 47 closing their positions.

Holders
282
Holders Change
-7
Holders Change %
-2.42%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
117
Reduced
84
Closed
47
Calls
$3.22M
Puts
$1.14M
Net Calls
+$2.08M
Net Calls Change
+$1.24M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$18.1M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$15.1M
3
RA
3
Royce & Associates
New York
$30.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.3M

Top Sellers

1
MDSL
1
M.D. Sass LLC
New York
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$110M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$29M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$0
5
American Century Companies
5
American Century Companies
Missouri
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
276
Whipplewood Advisors
Colorado
$493 -$1.69K -24 -77%
WCM
277
WealthTrak Capital Management
Virginia
$353 +$353 +5 New
SIC
278
SJS Investment Consulting
Ohio
$212 -$141 -2 -40%
HIA
279
HFM Investment Advisors
New Jersey
$211 +$141 +2 +200%
TWD
280
True Wealth Design
Ohio
$71 -$497 -7 -88%
RWM
281
Rialto Wealth Management
New York
$71 +$71 +1 New
BHWM
282
Bay Harbor Wealth Management
Maryland
$70 – – –
PWM
283
Parkworth Wealth Management
California
$70 – – –
MDSL
284
M.D. Sass LLC
New York
– -$21.6M -253,435 Closed
Loomis, Sayles & Company
285
Loomis, Sayles & Company
Massachusetts
– -$15M -175,144 Closed
GIP
286
Granite Investment Partners
California
– -$11.5M -135,080 Closed
CVA
287
Ceredex Value Advisors
Florida
– -$9.45M -110,750 Closed
HCM
288
HGI Capital Management
New York
– -$4.25M -49,817 Closed
Allspring Global Investments
289
Allspring Global Investments
North Carolina
– -$3.09M -36,218 Closed
CF
290
Corebridge Financial
Texas
– -$1.43M -16,781 Closed
Natixis Advisors
291
Natixis Advisors
Massachusetts
– -$1.16M -13,587 Closed
Truist Financial
292
Truist Financial
North Carolina
– -$1.04M -12,237 Closed
SIG
293
Spinnaker Investment Group
California
– -$971K -11,379 Closed
QCG
294
Quadrant Capital Group
Ohio
– -$669K -7,838 Closed
SG Americas Securities
295
SG Americas Securities
New York
– -$482K -5,649 Closed
FGP
296
Freestone Grove Partners
California
– -$345K -4,045 Closed
ECM
297
Evergreen Capital Management
Washington
– -$314K -3,673 Closed
GPA
298
Guerra Pan Advisors
New Jersey
– -$277K -3,240 Closed
VAS
299
Vestmark Advisory Solutions
Massachusetts
– -$247K -2,898 Closed
IAA
300
Independent Advisor Alliance
North Carolina
– -$247K -2,895 Closed
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