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Walker & Dunlop
WD

Overview Fund Activity

289 hedge funds and large institutions have $2.51B invested in Walker & Dunlop in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 100 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+20
Holders Change %
+7.43%
% of All Funds
3.93%
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
93
Closed
27
Calls
$2.8M
Puts
$1.95M
Net Calls
+$842K
Net Calls Change
-$1.46M

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
+$22.4M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$18.6M
3
RA
Royce & Associates
New York
+$17.4M
4
TCM
Tributary Capital Management
Nebraska
+$12.1M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$10.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$52.9M
2
BlackRock
BlackRock
New York
-$9.85M
3
Goldman Sachs
Goldman Sachs
New York
-$9.07M
4
TIM
Thornburg Investment Management
New Mexico
-$8.54M
5
American Century Companies
American Century Companies
Missouri
-$7.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
276
Physician Wealth Advisors
Utah
$683 +$683 +8 New
DPW
277
DiNuzzo Private Wealth
Pennsylvania
$598 +$85 +1 +17%
CFD
278
Creative Financial Designs
Indiana
$598 +$598 +7 New
WA
279
Whipplewood Advisors
Colorado
$598 +$463 +24 +343%
BIA
280
Bell Investment Advisors
California
$513 – – –
AssetMark Inc
281
AssetMark Inc
California
$512 -$256 -3 -33%
GFPC
282
Global Financial Private Client
Florida
$512 +$341 +4 +200%
IA
283
IFP Advisors
Florida
$427 -$1.46K -5 Closed
SIC
284
SJS Investment Consulting
Ohio
$427 – – –
LFG
285
Larson Financial Group
Missouri
$427 – – –
CA
286
CoreCap Advisors
Michigan
$256 +$256 +3 New
TFM
287
TFC Financial Management
Massachusetts
$86 – – –
HIA
288
HFM Investment Advisors
New Jersey
$86 +$86 +1 New
PWM
289
Parkworth Wealth Management
California
$85 – – –
BHWM
290
Bay Harbor Wealth Management
Maryland
$85 +$85 +1 New
Norges Bank
291
Norges Bank
Norway
– -$40.2M -413,802 Closed
CM
292
Castleark Management
Illinois
– -$5.71M -58,690 Closed
TC
293
TwinBeech Capital
New York
– -$3.79M -39,023 Closed
FCM
294
FJ Capital Management
Virginia
– -$3.41M -35,105 Closed
KWM
295
Kingsview Wealth Management
Oregon
– -$1.76M -18,148 Closed
OQS
296
Occudo Quantitative Strategies
Florida
– -$637K -6,552 Closed
OSAM
297
O'Shaughnessy Asset Management
Connecticut
– -$561K -5,766 Closed
Nomura Holdings
298
Nomura Holdings
Japan
– -$467K -4,808 Closed
I
299
InceptionR
California
– -$413K -4,249 Closed
QC
300
Quadrature Capital
United Kingdom
– -$359K -3,686 Closed
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