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Dream Finders Homes

198 hedge funds and large institutions have $699M invested in Dream Finders Homes in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
79
Reduced
54
Closed
29
Calls
$2.98M
Puts
$2.63M
Net Calls
+$350K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
176
Coldstream Capital Management
Washington
$519 +$519 +23 New
SW
177
SVB Wealth
Massachusetts
$496 +$496 +22 New
RWM
178
Rialto Wealth Management
New York
$474 +$474 +21 New
WCM
179
WealthTrak Capital Management
Virginia
$452 +$226 +10 +100%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$452 +$452 +20 New
HFS
181
Hughes Financial Services
Virginia
$448 +$448 +20 New
FMII
182
Farmers & Merchants Investments Inc
Nebraska
$429 +$429 +19 New
WA
183
Whipplewood Advisors
Colorado
$361 -$2.53K -14 -88%
SC
184
Stephens Consulting
Michigan
$339 +$339 +15 New
FFA
185
Farther Finance Advisors
California
$269 -$202 -9 -43%
CA
186
CoreCap Advisors
Michigan
$226 -$588 -26 -72%
SAM
187
Smartleaf Asset Management
Massachusetts
$158
CIAM
188
Caitong International Asset Management
Hong Kong
$135 -$9.38K -417 -99%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$113 +$113 +5 New
GFPC
190
Global Financial Private Client
Florida
$68 +$23 +1 +50%
MCM
191
Manchester Capital Management
Vermont
$46
HNB
192
Huntington National Bank
Ohio
$23 -$207 -9 -90%
DPW
193
DiNuzzo Private Wealth
Pennsylvania
$23 -$92 -4 -80%
SIC
194
SJS Investment Consulting
Ohio
$23 -$46 -2 -67%
NA
195
NewEdge Advisors
Louisiana
$23
HIA
196
HFM Investment Advisors
New Jersey
$23 +$23 +1 New
AI
197
Axiom Investors
Connecticut
-$2.86M -122,787 Closed
EIP
198
Epoch Investment Partners
New York
-$1.33M -57,322 Closed
RI
199
Redwood Investments
Massachusetts
-$1.3M -55,942 Closed
AAM
200
Azzad Asset Management
Virginia
-$920K -39,522 Closed