Dream Finders Homes
205 hedge funds and large institutions have $535M invested in Dream Finders Homes in 2026 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 78 increasing their positions, 53 reducing their positions, and 29 closing their positions.
59% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 29
47% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 53
26% more capital invested
Capital invested by funds: $424M → $535M (+$112M)
7% more funds holding
Funds holding: 192 → 205 (+13)
2.43% more ownership
Funds ownership: 89.32% → 91.75% (+2.4%)
63% less call options, than puts
Call options by funds: $330K | Put options by funds: $892K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$5.83M |
| 2 |
ECM
Elgethun Capital Management
Sioux Falls,
South Dakota
|
+$4.62M |
| 3 |
Morgan Stanley
New York
|
+$4.35M |
| 4 |
JP Morgan Chase
New York
|
+$3.75M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$17.6M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$13.4M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$3.65M |
| 4 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$2.93M |
| 5 |
Holocene Advisors
New York
|
-$1.53M |
DFH Hedge Fund Activity: Q2 2026 in Review
205 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q2 2026, worth a combined $535M — up 26% from $424M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new DFH positions and 29 closed out — a net gain of 17 holders — while 78 added to existing stakes and 53 trimmed.
The largest buyer was Point72 Asset Management, adding an estimated $5.83M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $17.6M.
- 205 institutional investors held Dream Finders Homes (DFH) as of Q2 2026, up from 192 in Q1 2026.
- Funds reported $535M of Dream Finders Homes stock for Q2 2026, up 26% quarter-over-quarter.
- 46 funds opened new Dream Finders Homes positions in Q2 2026 and 29 closed out, a net change of +17 holders.
- The largest Dream Finders Homes buyer in Q2 2026 was Point72 Asset Management, an estimated $5.83M added.
- The largest Dream Finders Homes seller in Q2 2026 was Kayne Anderson Rudnick Investment Management, an estimated $17.6M sold.
Based on aggregated 13F filings for Q2 2026.