We are live on ! Find out more
BETR icon

Better Home & Finance Holding

77 hedge funds and large institutions have $154M invested in Better Home & Finance Holding in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 8

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

73% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $6.2M

20% more funds holding

Funds holding: 6477 (+13)

12.62% more ownership

Funds ownership: 35.19%47.81% (+13%)

17% less capital invested

Capital invested by funds: $185M → $154M (-$31.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
77
Holders Change
+13
Holders Change %
+20.31%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
24
Increased
33
Reduced
8
Closed
10
Calls
$10.7M
Puts
$6.2M
Net Calls
+$4.53M
Net Calls Change
-$550K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$23.1K +$432 +8 +1%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$19.9K +$2.87K +53 +9%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$17.9K +$27.8K +514 +1,428%
AIP
54
Ameritas Investment Partners
Nebraska
$16.3K
Osaic Holdings
55
Osaic Holdings
Arizona
$14.2K +$13.2K +245 +128%
AUB
56
Atlantic Union Bankshares
Virginia
$13.6K +$22.5K +416 New
SCM
57
Sterling Capital Management
North Carolina
$10.5K -$1.84K -34 -10%
AIS
58
Advocate Investing Services
Maryland
$9.29K +$15.4K +285 New
AF
59
Allworth Financial
California
$8.21K +$13.2K +245 +3,500%
GRP
60
Global Retirement Partners
California
$7.17K +$5.41K +100 +83%
EP
61
Essential Partners
California
$7.1K
CA
62
Clearstead Advisors
Ohio
$6.61K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$6.32K +$3.35K +62 +47%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$6K -$64.6K -1,195 -86%
AB
65
Amalgamated Bank
New York
$6K +$432 +8 +5%
SS
66
SBI Securities
Japan
$4.89K +$3.51K +65 +76%
WA
67
Westfuller Advisors
New York
$4.27K +$7.08K +131 New
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$3.26K
CFD
69
Creative Financial Designs
Indiana
$1.63K +$2.7K +50 New
GI
70
GAMMA Investing
California
$1.3K +$2.16K +40 New
CAM
71
Clarity Asset Management
Iowa
$815 +$1.35K +25 New
TWD
72
True Wealth Design
Ohio
$750
S
73
SignatureFD
Georgia
$391 +$649 +12 New
EWA
74
EverSource Wealth Advisors
Alabama
$293
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$163 -$1.24K -23 -82%