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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
VAS
301
Vestmark Advisory Solutions
Massachusetts
IAA
302
Independent Advisor Alliance
North Carolina
CGH
303
Crossmark Global Holdings
Texas
X
304
Xponance
Pennsylvania
IFU
305
iSAM Funds (UK)
United Kingdom
SMA
306
Sage Mountain Advisors
Georgia
HW
307
Hancock Whitney
Mississippi
ATPW
308
Ashton Thomas Private Wealth
Arizona
BAMF
309
BI Asset Management Fondsmaeglerselskab
Denmark
SO
310
STRS Ohio
Ohio
CCM
311
Coldstream Capital Management
Washington
FMP
312
Financial Management Professionals
Texas
VBA
313
von Borstel & Associates
Oregon
BF
314
BOK Financial
Oklahoma
CA
315
Continuum Advisory
Idaho
PFG
316
Putney Financial Group
California
SFG
317
Stonebridge Financial Group
Pennsylvania
SW
318
SVB Wealth
Massachusetts
MCM
319
Manchester Capital Management
Vermont
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
HCP
321
Hexagon Capital Partners
Arkansas
Simplex Trading
322
Simplex Trading
Illinois
TPCW
323
TD Private Client Wealth
New York
CA
324
Clearstead Advisors
Ohio
AAP
325
Arax Advisory Partners
Colorado