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Walker & Dunlop
WD

292 hedge funds and large institutions have $2.54B invested in Walker & Dunlop in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 100 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

43% more call options, than puts

Call options by funds: $2.8M | Put options by funds: $1.95M

8% more funds holding

Funds holding: 270 → 292 (+22)

5% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 95

0.6% more ownership

Funds ownership: 83.73% → 84.33% (+0.6%)

7% less capital invested

Capital invested by funds: $2.75B → $2.54B (-$206M)

Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
3.92%
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
95
Closed
26
Calls
$2.8M
Puts
$1.95M
Net Calls
+$842K
Net Calls Change
-$1.46M

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
+$23.5M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$19.5M
3
RA
Royce & Associates
New York
+$18.2M
4
TCM
Tributary Capital Management
Nebraska
+$12.7M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$11.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.5M
2
BlackRock
BlackRock
New York
-$10.3M
3
Goldman Sachs
Goldman Sachs
New York
-$9.51M
4
American Century Companies
American Century Companies
Missouri
-$8.29M
5
State Street
State Street
Massachusetts
-$6.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
276
Stephens Consulting
Michigan
$854 +$895 +10 New
PWMG
277
Private Wealth Management Group
New Jersey
$683 – – –
PWA
278
Physician Wealth Advisors
Utah
$683 +$716 +8 New
TWD
279
True Wealth Design
Ohio
$683 +$716 +8 New
DPW
280
DiNuzzo Private Wealth
Pennsylvania
$598 +$90 +1 +17%
CFD
281
Creative Financial Designs
Indiana
$598 +$627 +7 New
WA
282
Whipplewood Advisors
Colorado
$598 +$2.15K +24 +343%
BIA
283
Bell Investment Advisors
California
$513 – – –
AssetMark Inc
284
AssetMark Inc
California
$512 -$269 -3 -33%
GFPC
285
Global Financial Private Client
Florida
$512 +$358 +4 +200%
IA
286
IFP Advisors
Florida
$427 -$448 -5 Closed
LFG
287
Larson Financial Group
Missouri
$427 – – –
SIC
288
SJS Investment Consulting
Ohio
$427 – – –
CA
289
CoreCap Advisors
Michigan
$256 +$269 +3 New
TFM
290
TFC Financial Management
Massachusetts
$86 – – –
HIA
291
HFM Investment Advisors
New Jersey
$86 +$90 +1 New
PWM
292
Parkworth Wealth Management
California
$85 – – –
BHWM
293
Bay Harbor Wealth Management
Maryland
$85 +$90 +1 New
CM
294
Castleark Management
Illinois
– -$5.71M -58,690 Closed
TC
295
TwinBeech Capital
New York
– -$3.79M -39,023 Closed
FCM
296
FJ Capital Management
Virginia
– -$3.41M -35,105 Closed
KWM
297
Kingsview Wealth Management
Oregon
– -$1.76M -18,148 Closed
OQS
298
Occudo Quantitative Strategies
Florida
– -$637K -6,552 Closed
OSAM
299
O'Shaughnessy Asset Management
Connecticut
– -$561K -5,766 Closed
Nomura Holdings
300
Nomura Holdings
Japan
– -$467K -4,808 Closed
9 10 11
12
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WD Hedge Fund Activity: Q1 2025 in Review

292 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q1 2025, worth a combined $2.54B — down 7.5% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WD positions and 26 closed out — a net gain of 23 holders — while 100 added to existing stakes and 95 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $23.5M. The largest seller was Fidelity Investments, cutting an estimated $55.5M.

  • 292 institutional investors held Walker & Dunlop (WD) as of Q1 2025, up from 270 in Q4 2024.
  • Funds reported $2.54B of Walker & Dunlop stock for Q1 2025, down 7.5% quarter-over-quarter.
  • 49 funds opened new Walker & Dunlop positions in Q1 2025 and 26 closed out, a net change of +23 holders.
  • The largest Walker & Dunlop buyer in Q1 2025 was Sequoia Financial Advisors, an estimated $23.5M added.
  • The largest Walker & Dunlop seller in Q1 2025 was Fidelity Investments, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2025.