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loanDepot
LDI

124 hedge funds and large institutions have $158M invested in loanDepot in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 11

320% more capital invested

Capital invested by funds: $37.6M → $158M (+$120M)

111% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 19

109% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $6.84M

43% more funds holding

Funds holding: 87 → 124 (+37)

19.19% more ownership

Funds ownership: 26.65% → 45.84% (+19%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
124
Holders Change
+37
Holders Change %
+42.53%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
49
Increased
40
Reduced
19
Closed
11
Calls
$14.3M
Puts
$6.84M
Net Calls
+$7.43M
Net Calls Change
+$7.26M

Top Buyers

Rank Fund Capital Flow
1
WA
Wilshire Advisors
California
+$12.7M
2
Millennium Management
Millennium Management
New York
+$11.2M
3
BlackRock
BlackRock
New York
+$4.64M
4
UBS Group
UBS Group
Switzerland
+$4.29M
5
Jane Street
Jane Street
New York
+$3.73M

Top Sellers

Rank Fund Capital Flow
1
PCM
Philosophy Capital Management
California
-$4.48M
2
KAM
Knightsbridge Asset Management
California
-$1.07M
3
BCM
Bridgeway Capital Management
Texas
-$802K
4
WAM
Wolverine Asset Management
Illinois
-$672K
5
CA
Continental Advisors
Utah
-$656K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
101
Sterling Capital Management
North Carolina
$17.6K +$8.12K +3,514 +159%
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$15.6K +$7 +3 +0.1%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$14.8K +$9.3K +4,027 +518%
Simplex Trading
104
Simplex Trading
Illinois
$14K -$169K -73,363 -94%
IA
105
IFP Advisors
Florida
$9.43K +$7.09K +3,070 New
RFP
106
Root Financial Partners
California
$9.21K +$6.93K +3,000 New
AB
107
Amalgamated Bank
New York
$9K – – –
GRP
108
Global Retirement Partners
California
$8.82K +$6.63K +2,872 New
ACM
109
Aster Capital Management
United Arab Emirates
$6.62K +$4.98K +2,156 New
AAP
110
Arax Advisory Partners
Colorado
$3.23K +$2.43K +1,053 New
BL
111
BFSG LLC
California
$3.07K – – –
FFO
112
Fortitude Family Office
Arizona
$2.6K – – –
APW
113
Aventura Private Wealth
Florida
$1.02K – – –
TWD
114
True Wealth Design
Ohio
$863 +$649 +281 New
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$577 +$434 +188 New
CMBA
116
C.M. Bidwell & Associates
Hawaii
$482 +$363 +157 New
PP
117
PFS Partners
New Jersey
$446 – – –
EWA
118
EverSource Wealth Advisors
Alabama
$414 +$312 +135 New
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$313 +$236 +102 New
EP
120
Essential Partners
California
$166 +$125 +54 New
AF
121
Allworth Financial
California
$90 +$67 +29 New
SIS
122
Sound Income Strategies
Florida
$60 – – –
CA
123
Clearstead Advisors
Ohio
$4 +$2 +1 New
BCM
124
Bridgeway Capital Management
Texas
– -$802K -631,828 Closed
CA
125
Continental Advisors
Utah
– -$656K -516,693 Closed
2 3 4
5
6

LDI Hedge Fund Activity: Q3 2025 in Review

124 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in loanDepot (LDI) for Q3 2025, worth a combined $158M — up 320% from $37.6M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new LDI positions and 11 closed out — a net gain of 38 holders — while 40 added to existing stakes and 19 trimmed.

The largest buyer was Wilshire Advisors, adding an estimated $12.7M. The largest seller was Philosophy Capital Management, cutting an estimated $4.48M.

  • 124 institutional investors held loanDepot (LDI) as of Q3 2025, up from 87 in Q2 2025.
  • Funds reported $158M of loanDepot stock for Q3 2025, up 320% quarter-over-quarter.
  • 49 funds opened new loanDepot positions in Q3 2025 and 11 closed out, a net change of +38 holders.
  • The largest loanDepot buyer in Q3 2025 was Wilshire Advisors, an estimated $12.7M added.
  • The largest loanDepot seller in Q3 2025 was Philosophy Capital Management, an estimated $4.48M sold.

Based on aggregated 13F filings for Q3 2025.