American Homes 4 Rent
480 hedge funds and large institutions have $10.6B invested in American Homes 4 Rent in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 169 increasing their positions, 180 reducing their positions, and 68 closing their positions.
1,454% more call options, than puts
Call options by funds: $16.4M | Put options by funds: $1.05M
6.62% more ownership
Funds ownership: 82.27% → 88.89% (+6.6%)
7% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 68
4% more capital invested
Capital invested by funds: $10.1B → $10.6B (+$437M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 483 → 480 (-3)
6% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 180
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$143M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$92.6M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$79.4M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$53M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$45.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$197M |
| 2 |
LPC
Long Pond Capital
New York
|
-$52M |
| 3 |
JP Morgan Chase
New York
|
-$37.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$31.1M |
| 5 |
BAMCO Inc
New York
|
-$29M |
AMH Hedge Fund Activity: Q4 2025 in Review
480 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2025, worth a combined $10.6B — up 4.3% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new AMH positions and 68 closed out — a net gain of 5 holders — while 169 added to existing stakes and 180 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $143M. The largest seller was Cohen & Steers, cutting an estimated $197M.
- 480 institutional investors held American Homes 4 Rent (AMH) as of Q4 2025, down from 483 in Q3 2025.
- Funds reported $10.6B of American Homes 4 Rent stock for Q4 2025, up 4.3% quarter-over-quarter.
- 73 funds opened new American Homes 4 Rent positions in Q4 2025 and 68 closed out, a net change of +5 holders.
- The largest American Homes 4 Rent buyer in Q4 2025 was Bank of Montreal, an estimated $143M added.
- The largest American Homes 4 Rent seller in Q4 2025 was Cohen & Steers, an estimated $197M sold.
Based on aggregated 13F filings for Q4 2025.