Dream Finders Homes
200 hedge funds and large institutions have $782M invested in Dream Finders Homes in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 30 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 48
17% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 30
12% more capital invested
Capital invested by funds: $699M → $782M (+$83.1M)
2% more funds holding
Funds holding: 196 → 200 (+4)
0.15% more ownership
Funds ownership: 86.68% → 86.83% (+0.15%)
38% less call options, than puts
Call options by funds: $3.53M | Put options by funds: $5.69M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$11.1M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$6.3M |
| 3 |
ECM
Elgethun Capital Management
Sioux Falls,
South Dakota
|
+$6.04M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.65M |
| 5 |
BlackRock
New York
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$5.99M |
| 2 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$4.77M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$4.71M |
| 4 |
Morgan Stanley
New York
|
-$4.61M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.81M |
DFH Hedge Fund Activity: Q2 2025 in Review
200 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q2 2025, worth a combined $782M — up 12% from $699M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DFH positions and 30 closed out — a net gain of 5 holders — while 90 added to existing stakes and 48 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $11.1M. The largest seller was Arcus Capital Partners, cutting an estimated $5.99M.
- 200 institutional investors held Dream Finders Homes (DFH) as of Q2 2025, up from 196 in Q1 2025.
- Funds reported $782M of Dream Finders Homes stock for Q2 2025, up 12% quarter-over-quarter.
- 35 funds opened new Dream Finders Homes positions in Q2 2025 and 30 closed out, a net change of +5 holders.
- The largest Dream Finders Homes buyer in Q2 2025 was Marshall Wace, an estimated $11.1M added.
- The largest Dream Finders Homes seller in Q2 2025 was Arcus Capital Partners, an estimated $5.99M sold.
Based on aggregated 13F filings for Q2 2025.