Dream Finders Homes
192 hedge funds and large institutions have $424M invested in Dream Finders Homes in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 78 increasing their positions, 45 reducing their positions, and 40 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 45
15% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 40
5.78% more ownership
Funds ownership: 83.55% → 89.32% (+5.8%)
1% more funds holding
Funds holding: 191 → 192 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less capital invested
Capital invested by funds: $500M → $424M (-$76.6M)
26% less call options, than puts
Call options by funds: $457K | Put options by funds: $615K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$6.13M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$6.13M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$5.5M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$5.19M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$11.7M |
| 2 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$7.08M |
| 3 |
Millennium Management
New York
|
-$4.8M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$2.78M |
| 5 |
Goldman Sachs
New York
|
-$2.65M |
DFH Hedge Fund Activity: Q1 2026 in Review
192 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q1 2026, worth a combined $424M — down 15% from $500M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new DFH positions and 40 closed out — a net gain of 6 holders — while 78 added to existing stakes and 45 trimmed.
The largest buyer was Mount Yale Investment Advisors, opening a new position worth an estimated $6.13M. The largest seller was Fenimore Asset Management, exiting entirely with an estimated $11.7M sold.
- 192 institutional investors held Dream Finders Homes (DFH) as of Q1 2026, up from 191 in Q4 2025.
- Funds reported $424M of Dream Finders Homes stock for Q1 2026, down 15% quarter-over-quarter.
- 46 funds opened new Dream Finders Homes positions in Q1 2026 and 40 closed out, a net change of +6 holders.
- The largest Dream Finders Homes buyer in Q1 2026 was Mount Yale Investment Advisors, an estimated $6.13M added.
- The largest Dream Finders Homes seller in Q1 2026 was Fenimore Asset Management, an estimated $11.7M sold.
Based on aggregated 13F filings for Q1 2026.