Industry deep-dive

Mortgage Finance

Every super-investor and insider move tracked across 8 tickers in this industry.

Tickers
8
Combined value
$21.05B
Insider net (30d)
−$19.7M
Congress trades (30d)
0

Sector consensus moves

Latest portfolios · 2025Q4

Biggest mortgage finance books

Top 12 super-investors · 2025Q4
#ManagerSector value
1Howard Marks
Oaktree Capital
$17.90B
2ValueAct Holdings
$762M
3T. Rowe Price
$599M
4Leon Cooperman
Omega Family Office
$407M
5Norges Bank
Norway SWF
$197M
6Two Sigma Investments
$185M
7Daniel Loeb
Third Point
$184M
8Steve Cohen
Point72
$175M
9Wellington Management
$137M
10Philippe Laffont
Coatue
$131M
11Ken Griffin
Citadel Advisors
$120M
12Izzy Englander
Millennium Mgmt
$95M

Constituent tickers

#TickerCompanyValue
1ONITOCWEN FINL CORP$17.92B
2RKTROCKET COS INC$2.65B
3PFSIPENNYMAC FINL SVCS INC NEW$237.7M
4UWMCUWM HOLDINGS CORPORATION$152.2M
5WDWALKER & DUNLOP INC$67.1M
6LDILOANDEPOT INC$12.5M
7BETRBETTER HOME & FINANCE HOLDIN$9.1M
8VELVELOCITY FINL INC$5.3M