American Homes 4 Rent
470 hedge funds and large institutions have $11.9B invested in American Homes 4 Rent in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 186 increasing their positions, 154 reducing their positions, and 42 closing their positions.
64% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 42
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 154
5% more funds holding
Funds holding: 447 → 470 (+23)
1.24% more ownership
Funds ownership: 88.35% → 89.6% (+1.2%)
3% less capital invested
Capital invested by funds: $12.3B → $11.9B (-$394M)
47% less call options, than puts
Call options by funds: $1.25M | Put options by funds: $2.36M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$120M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$87.4M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$67M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
+$64.9M |
| 5 |
Cohen & Steers
New York
|
+$55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$113M |
| 2 |
JP Morgan Chase
New York
|
-$61.4M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$40.2M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$36.2M |
| 5 |
BAMCO Inc
New York
|
-$31.7M |
AMH Hedge Fund Activity: Q2 2025 in Review
470 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q2 2025, worth a combined $11.9B — down 3.2% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new AMH positions and 42 closed out — a net gain of 27 holders — while 186 added to existing stakes and 154 trimmed.
The largest buyer was UBS AM, adding an estimated $120M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $113M sold.
- 470 institutional investors held American Homes 4 Rent (AMH) as of Q2 2025, up from 447 in Q1 2025.
- Funds reported $11.9B of American Homes 4 Rent stock for Q2 2025, down 3.2% quarter-over-quarter.
- 69 funds opened new American Homes 4 Rent positions in Q2 2025 and 42 closed out, a net change of +27 holders.
- The largest American Homes 4 Rent buyer in Q2 2025 was UBS AM, an estimated $120M added.
- The largest American Homes 4 Rent seller in Q2 2025 was Alyeska Investment Group, an estimated $113M sold.
Based on aggregated 13F filings for Q2 2025.