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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
HW
201
Hancock Whitney
Mississippi
$202K -$54.7K -611 -21%
ATPW
202
Ashton Thomas Private Wealth
Arizona
$201K – – –
CA
203
Crewe Advisors
Utah
$171K – – –
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$150K +$2.33K +26 +1%
KBC Group
205
KBC Group
Belgium
$137K – – –
TRCT
206
Tower Research Capital (TRC)
New York
$134K -$133K -1,487 -49%
BAMF
207
BI Asset Management Fondsmaeglerselskab
Denmark
$112K +$117K +1,308 New
S
208
SignatureFD
Georgia
$101K -$11.4K -127 -10%
ADL
209
Asset Dedication LLC
California
$73.8K -$8.6K -96 -10%
GI
210
GAMMA Investing
California
$65.2K +$14.1K +158 +26%
National Bank of Canada
211
National Bank of Canada
Quebec, Canada
$61.8K +$29.2K +326 +82%
SAM
212
Smartleaf Asset Management
Massachusetts
$60.7K -$2.51K -28 -4%
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$55.3K +$4.83K +54 +9%
SO
214
STRS Ohio
Ohio
$51.2K -$35.8K -400 -40%
CCM
215
Coldstream Capital Management
Washington
$46.9K +$49.1K +549 New
SPIA
216
Steward Partners Investment Advisory
New York
$39.4K +$13.7K +153 +50%
PA
217
Parallel Advisors
California
$37.9K +$21.8K +244 +122%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$35K -$50.3K -562 -58%
VCM
219
Versant Capital Management
Arizona
$32.7K +$16.3K +182 +91%
CIAM
220
Caitong International Asset Management
Hong Kong
$32.4K +$33.9K +379 New
FMP
221
Financial Management Professionals
Texas
$32.3K -$47.8K -534 -59%
FHA
222
First Horizon Advisors
Tennessee
$27K +$28.3K +316 New
HNB
223
Huntington National Bank
Ohio
$24.3K +$358 +4 +1%
VBA
224
von Borstel & Associates
Oregon
$24K +$25.2K +282 New
Nomura Asset Management
225
Nomura Asset Management
Japan
$22.2K – – –
7 8
9
10 11

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.