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Walker & Dunlop
WD

Overview Fund Activity

269 hedge funds and large institutions have $2.75B invested in Walker & Dunlop in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.58%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
97
Reduced
93
Closed
33
Calls
$3.01M
Puts
$710K
Net Calls
+$2.3M
Net Calls Change
+$2.71M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$17.4M
2
GIP
Granite Investment Partners
California
+$13.3M
3
State Street
State Street
Massachusetts
+$10.5M
4
BlackRock
BlackRock
New York
+$10.3M
5
MDSL
M.D. Sass LLC
New York
+$9.39M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$14M
2
VC
Voss Capital
Texas
-$10.6M
3
FSCM
First Sabrepoint Capital Management
Texas
-$5.63M
4
HCM
Harspring Capital Management
New York
-$4.71M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
176
Brinker Capital Investments
Pennsylvania
$252K -$53K -545 -17%
OPS
177
Orion Portfolio Solutions
Nebraska
$252K -$53K -545 -17%
LPL Financial
178
LPL Financial
California
$244K -$501K -5,157 -67%
Neuberger Berman Group
179
Neuberger Berman Group
New York
$237K +$2.24K +23 +1%
SMA
180
Sage Mountain Advisors
Georgia
$231K +$18.5K +190 +9%
Kovitz Investment Group Partners
181
Kovitz Investment Group Partners
Illinois
$231K +$231K +2,378 New
ATPW
182
Ashton Thomas Private Wealth
Arizona
$229K +$229K +2,353 New
X
183
Xponance
Pennsylvania
$224K +$19.5K +201 +10%
QCG
184
Quadrant Capital Group
Ohio
$224K -$15.7K -161 -7%
WVP
185
Worth Venture Partners
New Jersey
$219K – – –
ACM
186
Aster Capital Management
United Arab Emirates
$211K +$211K +2,175 New
VWM
187
Venturi Wealth Management
Texas
$203K +$6.42K +66 +3%
VPIM
188
Vanguard Personalized Indexing Management
California
$202K -$5.54K -57 -3%
Mackenzie Financial
189
Mackenzie Financial
Ontario, Canada
$201K -$343K -3,531 -63%
CA
190
Crewe Advisors
Utah
$194K +$58.3K +600 +43%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$184K – – –
QT
192
Quantbot Technologies
New York
$178K +$178K +1,828 New
KBC Group
193
KBC Group
Belgium
$156K +$39.2K +404 +34%
S
194
SignatureFD
Georgia
$127K -$9.63K -99 -7%
Osaic Holdings
195
Osaic Holdings
Arizona
$108K +$9.14K +94 +9%
SO
196
STRS Ohio
Ohio
$97.2K -$48.6K -500 -33%
SOW
197
State of Wyoming
Wyoming
$96.2K +$96.2K +990 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$95K +$1.56K +16 +2%
ADL
199
Asset Dedication LLC
California
$93.4K – – –
FMP
200
Financial Management Professionals
Texas
$88.7K -$486 -5 -0.5%
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