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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 43 funds opening new positions, 116 increasing their positions, 87 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

9% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 47

2% less funds holding

Funds holding: 290284 (-6)

20% less capital invested

Capital invested by funds: $2.51B → $2B (-$504M)

Holders
284
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22M
Puts
$1.14M
Net Calls
Net Calls Change

Top Buyers

1 +$17.8M
2 +$15.1M
3 +$10.5M
4
Goldman Sachs
Goldman Sachs
New York
+$6.13M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.62M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
276
JFS Wealth Advisors
Pennsylvania
$564
PWMG
277
Private Wealth Management Group
New Jersey
$564
WA
278
Whipplewood Advisors
Colorado
$493
WCM
279
WealthTrak Capital Management
Virginia
$353
SIC
280
SJS Investment Consulting
Ohio
$212
HIA
281
HFM Investment Advisors
New Jersey
$211
TWD
282
True Wealth Design
Ohio
$71
RWM
283
Rialto Wealth Management
New York
$71
BHWM
284
Bay Harbor Wealth Management
Maryland
$70
PWM
285
Parkworth Wealth Management
California
$70
MDSL
286
M.D. Sass LLC
New York
Loomis, Sayles & Company
287
Loomis, Sayles & Company
Massachusetts
GIP
288
Granite Investment Partners
California
CVA
289
Ceredex Value Advisors
Florida
HCM
290
HGI Capital Management
New York
Allspring Global Investments
291
Allspring Global Investments
North Carolina
CF
292
Corebridge Financial
Texas
Natixis Advisors
293
Natixis Advisors
Massachusetts
Truist Financial
294
Truist Financial
North Carolina
SIG
295
Spinnaker Investment Group
California
QCG
296
Quadrant Capital Group
Ohio
SG Americas Securities
297
SG Americas Securities
New York
FGP
298
Freestone Grove Partners
California
ECM
299
Evergreen Capital Management
Washington
GPA
300
Guerra Pan Advisors
New Jersey