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Invitation Homes

528 hedge funds and large institutions have $19.6B invested in Invitation Homes in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 194 increasing their positions, 195 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+9
Holders Change %
+1.73%
% 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
76
Increased
194
Reduced
195
Closed
61
Calls
$12.5M
Puts
$9.51M
Net Calls
+$2.96M
Net Calls Change
+$493K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank Julius Baer & Co
426
Bank Julius Baer & Co
Switzerland
$84K -$2.05K -52 -2%
SIC
427
Salem Investment Counselors
North Carolina
$80.9K
NS
428
NBC Securities
Alabama
$69K +$68.9K +1,994 +99,700%
HNB
429
Huntington National Bank
Ohio
$68.5K +$6.13K +176 +10%
AT
430
Avalon Trust
New Mexico
$62.6K +$62.6K +1,795 New
SW
431
SVB Wealth
Massachusetts
$57.8K +$57.8K +1,658 New
CFFP
432
Center for Financial Planning
Michigan
$52.3K
SIM
433
Sentry Investment Management
Wisconsin
$52K -$15.5K -498 -23%
AF
434
Allworth Financial
California
$47.8K +$542 +16 +1%
CA
435
Clearstead Advisors
Ohio
$46.2K +$23.1K +663 +100%
SAM
436
Smartleaf Asset Management
Massachusetts
$45.1K +$9.76K +283 +28%
EWA
437
EverSource Wealth Advisors
Alabama
$43.3K -$112K -3,211 -72%
CH
438
Cromwell Holdings
Wyoming
$42.4K -$15.4K -439 -27%
NC
439
North Capital
Utah
$41.4K +$41.4K +1,188 New
ZBNA
440
Zions Bancorporation, National Association
Utah
$39.7K +$39.7K +1,140 New
LC
441
Lindbrook Capital
California
$37.3K +$6.2K +178 +20%
DWS
442
Dynamic Wealth Strategies
California
$37K +$37K +1,062 New
LFG
443
Larson Financial Group
Missouri
$32K +$29.8K +854 +1,314%
HT
444
Headlands Technologies
Illinois
$31.1K -$202K -5,796 -87%
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$29.7K -$3.03K -87 -9%
UB
446
UMB Bank
Missouri
$27.5K -$8.16K -234 -23%
CAM
447
Creekmur Asset Management
Illinois
$27K
PFBT
448
Parkside Financial Bank & Trust
Missouri
$25.3K -$105 -3 -0.4%
SSB
449
Sandy Spring Bank
Maryland
$23.9K
WAG
450
Wiser Advisor Group
Arizona
$23.2K +$209 +6 +0.9%