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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
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$494K +$110K +1,231 +27%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$484K +$66.3K +741 +15%
SG Americas Securities
153
SG Americas Securities
New York
$482K +$506K +5,649 New
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$478K -$8.6K -96 -2%
QCM
155
Quantinno Capital Management
New York
$477K +$253K +2,824 +102%
Mariner
156
Mariner
Kansas
$442K +$26.7K +298 +6%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$421K +$442K +4,936 New
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$421K +$35.4K +395 +9%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$414K -$224K -2,500 -34%
AI
160
Atria Investments
North Carolina
$411K +$44K +491 +11%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$409K -$4.12K -46 -1%
MOACM
162
Mutual of America Capital Management
New York
$399K -$16.8K -188 -4%
NAAA
163
New Age Alpha Advisors
New York
$394K +$413K +4,613 New
BC
164
Burney Company
Virginia
$386K -$103K -1,145 -20%
BHCM
165
Brevan Howard Capital Management
Jersey
$386K +$405K +4,522 New
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$385K +$75.7K +846 +23%
Universal-Beteiligungs- und Servicegesellschaft
167
Universal-Beteiligungs- und Servicegesellschaft
Germany
$372K +$391K +4,362 New
VI
168
Versor Investments
New York
$372K +$83.5K +933 +27%
Public Employees Retirement Association of Colorado
169
Public Employees Retirement Association of Colorado
Colorado
$367K – – –
IFG
170
Independent Financial Group
California
$363K -$8.33K -93 -2%
GFA
171
Gallagher Fiduciary Advisors
Illinois
$354K +$13.8K +154 +4%
ECM
172
Everence Capital Management
Indiana
$352K – – –
FGP
173
Freestone Grove Partners
California
$345K +$362K +4,045 New
FNBOO
174
First National Bank of Omaha
Nebraska
$339K +$356K +3,976 New
DTL
175
Dynamic Technology Lab
Singapore
$334K +$350K +3,910 New
5 6
7
8 9

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.