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Dream Finders Homes
DFH

191 hedge funds and large institutions have $779M invested in Dream Finders Homes in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 80 increasing their positions, 35 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 35

17.76% more ownership

Funds ownership: 74.72% → 92.48% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 50

2% less funds holding

Funds holding: 195 → 191 (-4)

16% less capital invested

Capital invested by funds: $933M → $779M (-$154M)

78% less call options, than puts

Call options by funds: $293K | Put options by funds: $1.33M

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
47
Increased
80
Reduced
35
Closed
50
Calls
$293K
Puts
$1.33M
Net Calls
-$1.04M
Net Calls Change
-$2.76M

Top Buyers

1
BlackRock
BlackRock
New York
+$68.3M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$42M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$18.5M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$18.2M
5
State Street
State Street
Massachusetts
+$14.1M

Top Sellers

1
HRCM
Hood River Capital Management
Florida
-$30M
2
Bank of America
Bank of America
North Carolina
-$18.6M
3
WA
Wasatch Advisors
Utah
-$8.71M
4
GLA
Great Lakes Advisors
Illinois
-$6.32M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$140M +$18.2M +594,592 +11%
BlackRock
2
BlackRock
New York
$105M +$68.3M +2,233,530 +97%
ACP
3
Arcus Capital Partners
Georgia
$90.1M +$11M +359,659 +21%
Vanguard Group
4
Vanguard Group
Pennsylvania
$72.8M +$18.5M +605,508 +24%
CB
5
Cooke & Bieler
Pennsylvania
$51.1M +$11.1M +361,616 +20%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$48.1M +$42M +1,375,305 +199%
State Street
7
State Street
Massachusetts
$37.8M +$14.1M +462,791 +40%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$15.9M +$4.89M +159,882 +30%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.5M +$60.4K +1,976 +0.3%
FAM
10
Fenimore Asset Management
New York
$13M -$99.3K -3,250 -0.6%
Invesco
11
Invesco
Georgia
$11.8M +$10.5M +344,426 +211%
Goldman Sachs
12
Goldman Sachs
New York
$11.1M +$10.3M +336,372 +236%
Morgan Stanley
13
Morgan Stanley
New York
$10.9M +$4.49M +146,936 +46%
Wells Fargo
14
Wells Fargo
California
$10.3M +$4.55M +148,789 +51%
Northern Trust
15
Northern Trust
Illinois
$6.94M +$1.04M +34,043 +13%
Renaissance Technologies
16
Renaissance Technologies
New York
$6.76M -$1.13M -37,043 -11%
Voloridge Investment Management
17
Voloridge Investment Management
Florida
$5.87M +$4.75M +155,470 +161%
Charles Schwab
18
Charles Schwab
California
$5.53M +$332K +10,869 +5%
HAI
19
Hennessy Advisors Inc
California
$5.48M +$462K +15,100 +7%
DA
20
Denali Advisors
California
$5.26M +$233K +7,616 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.91M +$2.63M +85,957 +69%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.31M +$1.84M +60,125 +48%
DLP
23
De Lisle Partners
United Kingdom
$4.03M – – –
UBS Group
24
UBS Group
Switzerland
$3.96M +$4M +130,945 +332%
SEI Investments
25
SEI Investments
Pennsylvania
$3.65M +$264K +8,625 +6%
1
2 3 4 5

DFH Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q4 2024, worth a combined $779M — down 16% from $933M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of DFH and 47 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 80 added.

The largest buyer was BlackRock, adding an estimated $68.3M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $30M sold.

  • 191 institutional investors held Dream Finders Homes (DFH) as of Q4 2024, down from 195 in Q3 2024.
  • Funds reported $779M of Dream Finders Homes stock for Q4 2024, down 16% quarter-over-quarter.
  • 47 funds opened new Dream Finders Homes positions in Q4 2024 and 50 closed out, a net change of -3 holders.
  • The largest Dream Finders Homes buyer in Q4 2024 was BlackRock, an estimated $68.3M added.
  • The largest Dream Finders Homes seller in Q4 2024 was Hood River Capital Management, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2024.