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Invitation Homes

535 hedge funds and large institutions have $21.4B invested in Invitation Homes in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 200 increasing their positions, 196 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $9.51M

21% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 62

9% more capital invested

Capital invested by funds: $19.6B → $21.4B (+$1.84B)

2% more funds holding

Funds holding: 525535 (+10)

2% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 196

0.34% more ownership

Funds ownership: 100.03%100.37% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
535
Holders Change
+10
Holders Change %
+1.9%
% of All Funds
7.17%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
75
Increased
200
Reduced
196
Closed
62
Calls
$12.5M
Puts
$9.51M
Net Calls
+$2.96M
Net Calls Change
+$493K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
426
Mather Group
Illinois
$95.2K +$23.4K +723 +36%
TFIPS
427
Towarzystwo Funduszy Inwestycyjnych PZU SA
$94.8K +$17.8K +550 +25%
TSMHT
428
Thurston Springer Miller Herd & Titak
Indiana
$90.9K +$34.7K +1,073 +70%
AssetMark Inc
429
AssetMark Inc
California
$88K -$36.4K -1,126 -31%
OWA
430
Opal Wealth Advisors
New York
$86.1K +$79.8K +2,470 New
Bank Julius Baer & Co
431
Bank Julius Baer & Co
Switzerland
$84K +$7.3K +226 +10%
SIC
432
Salem Investment Counselors
North Carolina
$80.9K
NS
433
NBC Securities
Alabama
$69K +$64.4K +1,994 +99,700%
HNB
434
Huntington National Bank
Ohio
$68.5K +$5.69K +176 +10%
AT
435
Avalon Trust
New Mexico
$62.6K +$58K +1,795 New
SW
436
SVB Wealth
Massachusetts
$57.8K +$53.6K +1,658 New
CFFP
437
Center for Financial Planning
Michigan
$52.3K
SIM
438
Sentry Investment Management
Wisconsin
$52K -$16.1K -498 -23%
AF
439
Allworth Financial
California
$47.8K +$517 +16 +1%
CA
440
Clearstead Advisors
Ohio
$46.2K +$21.4K +663 +100%
SAM
441
Smartleaf Asset Management
Massachusetts
$45.1K +$9.14K +283 +28%
EWA
442
EverSource Wealth Advisors
Alabama
$43.3K -$104K -3,211 -72%
CH
443
Cromwell Holdings
Wyoming
$42.4K -$14.2K -439 -27%
NC
444
North Capital
Utah
$41.4K +$38.4K +1,188 New
ZBNA
445
Zions Bancorporation, National Association
Utah
$39.7K +$36.8K +1,140 New
LC
446
Lindbrook Capital
California
$37.3K +$5.75K +178 +20%
DWS
447
Dynamic Wealth Strategies
California
$37K +$34.3K +1,062 New
LFG
448
Larson Financial Group
Missouri
$32K +$27.6K +854 +1,314%
HT
449
Headlands Technologies
Illinois
$31.1K -$187K -5,796 -87%
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$29.7K -$2.81K -87 -9%

INVH Hedge Fund Activity: Q1 2025 in Review

535 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q1 2025, worth a combined $21.4B — up 9.4% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new INVH positions and 62 closed out — a net gain of 13 holders — while 200 added to existing stakes and 196 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $200M. The largest seller was JP Morgan Chase, cutting an estimated $128M.

  • 535 institutional investors held Invitation Homes (INVH) as of Q1 2025, up from 525 in Q4 2024.
  • Funds reported $21.4B of Invitation Homes stock for Q1 2025, up 9.4% quarter-over-quarter.
  • 75 funds opened new Invitation Homes positions in Q1 2025 and 62 closed out, a net change of +13 holders.
  • The largest Invitation Homes buyer in Q1 2025 was Cohen & Steers, an estimated $200M added.
  • The largest Invitation Homes seller in Q1 2025 was JP Morgan Chase, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2025.