Redfin
RDFN
RDFN was delisted on the 30th of June, 2025.
228 hedge funds and large institutions have $1.2B invested in Redfin in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 86 reducing their positions, and 63 closing their positions.
52% more capital invested
Capital invested by funds: $789M → $1.2B (+$410M)
16.67% more ownership
Funds ownership: 67.02% → 83.69% (+17%)
9% less funds holding
Funds holding: 250 → 228 (-22)
29% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 63
30% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 86
32% less call options, than puts
Call options by funds: $46.5M | Put options by funds: $68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$57M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$50.5M |
| 3 |
GCL
Glazer Capital LLC
New York
|
+$41.8M |
| 4 |
JP Morgan Chase
New York
|
+$39.5M |
| 5 |
Millennium Management
New York
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$103M |
| 2 |
BlackRock
New York
|
-$61.8M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$38M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$22.1M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$17M |
RDFN Hedge Fund Activity: Q2 2025 in Review
228 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Redfin (RDFN) for Q2 2025, worth a combined $1.2B — up 52% from $789M a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of RDFN and 45 opened new positions — a net loss of 18 holders — while 86 trimmed existing stakes and 60 added.
The largest buyer was ValueAct Holdings, opening a new position worth an estimated $57M. The largest seller was Vanguard Group, cutting an estimated $103M.
- 228 institutional investors held Redfin (RDFN) as of Q2 2025, down from 250 in Q1 2025.
- Funds reported $1.2B of Redfin stock for Q2 2025, up 52% quarter-over-quarter.
- 45 funds opened new Redfin positions in Q2 2025 and 63 closed out, a net change of -18 holders.
- The largest Redfin buyer in Q2 2025 was ValueAct Holdings, an estimated $57M added.
- The largest Redfin seller in Q2 2025 was Vanguard Group, an estimated $103M sold.
Based on aggregated 13F filings for Q2 2025.