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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
Principal Financial Group
26
Principal Financial Group
Iowa
$13.7M +$341K +3,805 +2%
Amundi
27
Amundi
France
$12.9M -$826K -9,229 -5%
EAM
28
Erste Asset Management
Austria
$12.8M -$2.57M -28,760 -16%
TCM
29
Tributary Capital Management
Nebraska
$12.1M +$12.7M +141,882 New
KCM
30
Kathmere Capital Management
Pennsylvania
$11.8M – – –
GIP
31
Granite Investment Partners
California
$11.5M -$190K -2,124 -2%
N
32
Nuveen
North Carolina
$11.2M -$63.7K -711 -0.5%
JP Morgan Chase
33
JP Morgan Chase
New York
$10.6M -$2.66M -29,665 -19%
Goldman Sachs
34
Goldman Sachs
New York
$10.5M -$9.51M -106,238 -46%
CVA
35
Ceredex Value Advisors
Florida
$9.45M +$1.82M +20,300 +22%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$9.35M +$9.81M +109,569 New
UBS AM
37
UBS AM
Illinois
$9.2M +$669K +7,470 +7%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.68M +$1.94M +21,714 +27%
Deutsche Bank
39
Deutsche Bank
Germany
$8.57M -$222K -2,482 -2%
NC
40
Nixon Capital
Texas
$8.53M +$602K +6,725 +7%
FSCM
41
First Sabrepoint Capital Management
Texas
$8.12M +$269K +3,010 +3%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$7.95M -$174K -1,941 -2%
Invesco
43
Invesco
Georgia
$7.93M -$237K -2,645 -3%
ACH
44
ArrowMark Colorado Holdings
Colorado
$7.91M -$659K -7,358 -7%
UBS Group
45
UBS Group
Switzerland
$7.62M -$1.83M -20,421 -19%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$7.5M +$4.14M +46,229 +111%
Legal & General Group
47
Legal & General Group
United Kingdom
$7.46M -$270K -3,020 -3%
CIC
48
Crawford Investment Counsel
Georgia
$7.41M +$1.56M +17,449 +25%
Alyeska Investment Group
49
Alyeska Investment Group
Illinois
$7.28M +$7.64M +85,339 New
Marshall Wace
50
Marshall Wace
United Kingdom
$7.01M +$7.35M +82,128 New
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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.