M/I Homes
351 hedge funds and large institutions have $3.97B invested in M/I Homes in 2026 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 129 increasing their positions, 122 reducing their positions, and 34 closing their positions.
1,622% more call options, than puts
Call options by funds: $46M | Put options by funds: $2.67M
74% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 34
33% more capital invested
Capital invested by funds: $2.98B → $3.97B (+$996M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more funds holding
Funds holding: 332 → 351 (+19)
2.17% more ownership
Funds ownership: 94.36% → 96.53% (+2.2%)
6% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 122
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
GRS Advisors
Chicago,
Illinois
|
+$34.5M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$24M |
| 3 |
Goldman Sachs
New York
|
+$21.4M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$12.5M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$9.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$17.7M |
| 2 |
DSC
Donald Smith & Co
New York
|
-$13.2M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$12.7M |
| 4 |
Millennium Management
New York
|
-$9.92M |
| 5 |
DLP
De Lisle Partners
Poole,
United Kingdom
|
-$8.16M |
MHO Hedge Fund Activity: Q2 2026 in Review
351 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q2 2026, worth a combined $3.97B — up 33% from $2.98B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new MHO positions and 34 closed out — a net gain of 25 holders — while 129 added to existing stakes and 122 trimmed.
The largest buyer was GRS Advisors, opening a new position worth an estimated $34.5M. The largest seller was American Century Companies, cutting an estimated $17.7M.
- 351 institutional investors held M/I Homes (MHO) as of Q2 2026, up from 332 in Q1 2026.
- Funds reported $3.97B of M/I Homes stock for Q2 2026, up 33% quarter-over-quarter.
- 59 funds opened new M/I Homes positions in Q2 2026 and 34 closed out, a net change of +25 holders.
- The largest M/I Homes buyer in Q2 2026 was GRS Advisors, an estimated $34.5M added.
- The largest M/I Homes seller in Q2 2026 was American Century Companies, an estimated $17.7M sold.
Based on aggregated 13F filings for Q2 2026.