M/I Homes
339 hedge funds and large institutions have $3.58B invested in M/I Homes in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 143 reducing their positions, and 41 closing their positions.
143% more call options, than puts
Call options by funds: $28.9M | Put options by funds: $11.9M
49% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 41
28% more capital invested
Capital invested by funds: $2.8B → $3.58B (+$776M)
5% more funds holding
Funds holding: 323 → 339 (+16)
0.8% less ownership
Funds ownership: 93.26% → 92.46% (-0.8%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
30% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 143
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$137M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$55.5M |
| 3 |
JCM
Junto Capital Management
New York
|
+$33.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$21.9M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$40.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$39.5M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$30.2M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$17.4M |
| 5 |
SC
SummitTX Capital
Fort Worth,
Texas
|
-$16.8M |
MHO Hedge Fund Activity: Q3 2025 in Review
339 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q3 2025, worth a combined $3.58B — up 28% from $2.8B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new MHO positions and 41 closed out — a net gain of 20 holders — while 100 added to existing stakes and 143 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $137M. The largest seller was Millennium Management, cutting an estimated $40.3M.
- 339 institutional investors held M/I Homes (MHO) as of Q3 2025, up from 323 in Q2 2025.
- Funds reported $3.58B of M/I Homes stock for Q3 2025, up 28% quarter-over-quarter.
- 61 funds opened new M/I Homes positions in Q3 2025 and 41 closed out, a net change of +20 holders.
- The largest M/I Homes buyer in Q3 2025 was Fidelity Investments, an estimated $137M added.
- The largest M/I Homes seller in Q3 2025 was Millennium Management, an estimated $40.3M sold.
Based on aggregated 13F filings for Q3 2025.