M/I Homes
323 hedge funds and large institutions have $2.8B invested in M/I Homes in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 39 closing their positions.
125% more call options, than puts
Call options by funds: $31.4M | Put options by funds: $14M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
1.89% more ownership
Funds ownership: 91.37% → 93.26% (+1.9%)
8% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 39
1% more funds holding
Funds holding: 321 → 323 (+2)
1% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 124
1% less capital invested
Capital invested by funds: $2.83B → $2.8B (-$27.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$45.9M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$29.8M |
| 3 |
DSC
Donald Smith & Co
New York
|
+$13.6M |
| 4 |
LPC
Long Pond Capital
New York
|
+$13.3M |
| 5 |
SC
SummitTX Capital
Fort Worth,
Texas
|
+$9.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$15.3M |
| 2 |
Goldman Sachs
New York
|
-$14.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$13.9M |
| 4 |
State Street
Boston,
Massachusetts
|
-$12.7M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$11.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DT
351
Diversified Trust
Memphis,
Tennessee
| – | -$210K | -1,841 | Closed |
|
|
USAA
352
United Services Automobile Association
San Antonio,
Texas
| – | -$205K | -1,803 | Closed |
|
353
PEAK6
Chicago,
Illinois
| – | -$188K | -1,649 | Closed |
|
|
CCM
354
Coldstream Capital Management
Bellevue,
Washington
| – | -$13.8K | -121 | Closed |
|
355
Simplex Trading
Chicago,
Illinois
| – | -$12.4K | -114 | Closed |
|
|
BTI
356
Blue Trust Inc
Alpharetta,
Georgia
| – | -$8.45K | -74 | Closed |
|
|
CIAM
357
Caitong International Asset Management
Hong Kong
| – | -$8.34K | -73 | Closed |
|
|
SW
358
SVB Wealth
Boston,
Massachusetts
| – | -$5.37K | -47 | Closed |
|
|
FFO
359
Fortitude Family Office
Scottsdale,
Arizona
| – | -$1.37K | -12 | Closed |
|
|
SC
360
Stephens Consulting
Flint,
Michigan
| – | -$1.14K | -10 | Closed |
|
|
HCP
361
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$685 | -6 | Closed |
|
|
CA
362
CoreCap Advisors
Southfield,
Michigan
| – | -$343 | -3 | Closed |
|
MHO Hedge Fund Activity: Q2 2025 in Review
323 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q2 2025, worth a combined $2.8B — down 0.98% from $2.83B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new MHO positions and 39 closed out — a net gain of 3 holders — while 123 added to existing stakes and 124 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $45.9M. The largest seller was Acadian Asset Management, cutting an estimated $15.3M.
- 323 institutional investors held M/I Homes (MHO) as of Q2 2025, up from 321 in Q1 2025.
- Funds reported $2.8B of M/I Homes stock for Q2 2025, down 0.98% quarter-over-quarter.
- 42 funds opened new M/I Homes positions in Q2 2025 and 39 closed out, a net change of +3 holders.
- The largest M/I Homes buyer in Q2 2025 was Royal Bank of Canada, an estimated $45.9M added.
- The largest M/I Homes seller in Q2 2025 was Acadian Asset Management, an estimated $15.3M sold.
Based on aggregated 13F filings for Q2 2025.