Dream Finders Homes
191 hedge funds and large institutions have $500M invested in Dream Finders Homes in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 78 reducing their positions, and 34 closing their positions.
341% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $311K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 34
3% less funds holding
Funds holding: 196 → 191 (-5)
3.19% less ownership
Funds ownership: 86.74% → 83.55% (-3.2%)
23% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 78
37% less capital invested
Capital invested by funds: $790M → $500M (-$290M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$5.21M |
| 2 |
Goldman Sachs
New York
|
+$4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$3.05M |
| 4 |
SG Americas Securities
New York
|
+$2.98M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$18.1M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$9.41M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$3.75M |
| 4 |
LKIM
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
-$3.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.49M |
DFH Hedge Fund Activity: Q4 2025 in Review
191 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q4 2025, worth a combined $500M — down 37% from $790M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of DFH and 31 opened new positions — a net loss of 3 holders — while 78 trimmed existing stakes and 60 added.
The largest buyer was Millennium Management, adding an estimated $5.21M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $18.1M.
- 191 institutional investors held Dream Finders Homes (DFH) as of Q4 2025, down from 196 in Q3 2025.
- Funds reported $500M of Dream Finders Homes stock for Q4 2025, down 37% quarter-over-quarter.
- 31 funds opened new Dream Finders Homes positions in Q4 2025 and 34 closed out, a net change of -3 holders.
- The largest Dream Finders Homes buyer in Q4 2025 was Millennium Management, an estimated $5.21M added.
- The largest Dream Finders Homes seller in Q4 2025 was Kayne Anderson Rudnick Investment Management, an estimated $18.1M sold.
Based on aggregated 13F filings for Q4 2025.