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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 42 funds opening new positions, 117 increasing their positions, 87 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $3.22M | Put options by funds: $1.14M

34% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 87

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.82% less ownership

Funds ownership: 84.33%83.51% (-0.82%)

3% less funds holding

Funds holding: 292284 (-8)

13% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 48

21% less capital invested

Capital invested by funds: $2.54B → $2B (-$539M)

Holders
284
Holders Change
-8
Holders Change %
-2.74%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
117
Reduced
87
Closed
48
Calls
$3.22M
Puts
$1.14M
Net Calls
+$2.08M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
276
JFS Wealth Advisors
Pennsylvania
$564 -$1.52K -21 -72%
PWMG
277
Private Wealth Management Group
New Jersey
$564
WA
278
Whipplewood Advisors
Colorado
$493 -$1.73K -24 -77%
WCM
279
WealthTrak Capital Management
Virginia
$353 +$361 +5 New
SIC
280
SJS Investment Consulting
Ohio
$212 -$144 -2 -40%
HIA
281
HFM Investment Advisors
New Jersey
$211 +$144 +2 +200%
TWD
282
True Wealth Design
Ohio
$71 -$506 -7 -88%
RWM
283
Rialto Wealth Management
New York
$71 +$72 +1 New
BHWM
284
Bay Harbor Wealth Management
Maryland
$70
PWM
285
Parkworth Wealth Management
California
$70
MDSL
286
M.D. Sass LLC
New York
-$21.6M -253,435 Closed
Loomis, Sayles & Company
287
Loomis, Sayles & Company
Massachusetts
-$14.9M -175,144 Closed
GIP
288
Granite Investment Partners
California
-$11.5M -135,080 Closed
CVA
289
Ceredex Value Advisors
Florida
-$9.45M -110,750 Closed
HCM
290
HGI Capital Management
New York
-$4.25M -49,817 Closed
Allspring Global Investments
291
Allspring Global Investments
North Carolina
-$3.09M -36,218 Closed
CF
292
Corebridge Financial
Texas
-$1.43M -16,781 Closed
CAM
293
Cresset Asset Management
Illinois
-$1.33M -15,535 Closed
Natixis Advisors
294
Natixis Advisors
Massachusetts
-$1.16M -13,587 Closed
Truist Financial
295
Truist Financial
North Carolina
-$1.04M -12,237 Closed
SIG
296
Spinnaker Investment Group
California
-$971K -11,379 Closed
QCG
297
Quadrant Capital Group
Ohio
-$669K -7,838 Closed
SG Americas Securities
298
SG Americas Securities
New York
-$482K -5,649 Closed
FGP
299
Freestone Grove Partners
California
-$345K -4,045 Closed
ECM
300
Evergreen Capital Management
Washington
-$314K -3,673 Closed

WD Hedge Fund Activity: Q2 2025 in Review

284 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2025, worth a combined $2B — down 21% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of WD and 42 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 117 added.

The largest buyer was Millennium Management, adding an estimated $18.3M. The largest seller was Janus Henderson Group, cutting an estimated $21.8M.

  • 284 institutional investors held Walker & Dunlop (WD) as of Q2 2025, down from 292 in Q1 2025.
  • Funds reported $2B of Walker & Dunlop stock for Q2 2025, down 21% quarter-over-quarter.
  • 42 funds opened new Walker & Dunlop positions in Q2 2025 and 48 closed out, a net change of -6 holders.
  • The largest Walker & Dunlop buyer in Q2 2025 was Millennium Management, an estimated $18.3M added.
  • The largest Walker & Dunlop seller in Q2 2025 was Janus Henderson Group, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2025.