Walker & Dunlop
267 hedge funds and large institutions have $1.61B invested in Walker & Dunlop in 2026 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 108 increasing their positions, 60 reducing their positions, and 37 closing their positions.
1,490% more call options, than puts
Call options by funds: $13.3M | Put options by funds: $837K
80% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 60
41% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 37
25% more capital invested
Capital invested by funds: $1.29B → $1.61B (+$318M)
5% more funds holding
Funds holding: 255 → 267 (+12)
2.45% more ownership
Funds ownership: 84.12% → 86.57% (+2.4%)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$24.3M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$21.8M |
| 3 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
+$17.6M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$13.3M |
| 5 |
Goldman Sachs
New York
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Conversant Capital
Summit,
New Jersey
|
-$24.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.9M |
| 3 |
Two Sigma Investments
New York
|
-$15.2M |
| 4 |
Jane Street
New York
|
-$9.88M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$8.4M |
WD Hedge Fund Activity: Q2 2026 in Review
267 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Walker & Dunlop (WD) for Q2 2026, worth a combined $1.61B — up 25% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new WD positions and 37 closed out — a net gain of 15 holders — while 108 added to existing stakes and 60 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $24.3M. The largest seller was Conversant Capital, exiting entirely with an estimated $24.9M sold.
- 267 institutional investors held Walker & Dunlop (WD) as of Q2 2026, up from 255 in Q1 2026.
- Funds reported $1.61B of Walker & Dunlop stock for Q2 2026, up 25% quarter-over-quarter.
- 52 funds opened new Walker & Dunlop positions in Q2 2026 and 37 closed out, a net change of +15 holders.
- The largest Walker & Dunlop buyer in Q2 2026 was JP Morgan Chase, an estimated $24.3M added.
- The largest Walker & Dunlop seller in Q2 2026 was Conversant Capital, an estimated $24.9M sold.
Based on aggregated 13F filings for Q2 2026.