Redfin
RDFN
RDFN was delisted on the 30th of June, 2025.
249 hedge funds and large institutions have $794M invested in Redfin in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 65 reducing their positions, and 43 closing their positions.
40% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 43
33% more capital invested
Capital invested by funds: $596M → $794M (+$198M)
28% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 65
7% more funds holding
Funds holding: 233 → 249 (+16)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.49% less ownership
Funds ownership: 74.22% → 66.73% (-7.5%)
51% less call options, than puts
Call options by funds: $45.5M | Put options by funds: $93.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$36.4M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$17.3M |
| 3 |
Goldman Sachs
New York
|
+$12.5M |
| 4 |
BlackRock
New York
|
+$10M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$117M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$60.4M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$7.5M |
| 4 |
Renaissance Technologies
New York
|
-$4.64M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$3.82M |
RDFN Hedge Fund Activity: Q4 2023 in Review
249 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Redfin (RDFN) for Q4 2023, worth a combined $794M — up 33% from $596M a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new RDFN positions and 43 closed out — a net gain of 17 holders — while 83 added to existing stakes and 65 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $36.4M. The largest seller was Bares Capital Management, exiting entirely with an estimated $117M sold.
- 249 institutional investors held Redfin (RDFN) as of Q4 2023, up from 233 in Q3 2023.
- Funds reported $794M of Redfin stock for Q4 2023, up 33% quarter-over-quarter.
- 60 funds opened new Redfin positions in Q4 2023 and 43 closed out, a net change of +17 holders.
- The largest Redfin buyer in Q4 2023 was Morgan Stanley, an estimated $36.4M added.
- The largest Redfin seller in Q4 2023 was Bares Capital Management, an estimated $117M sold.
Based on aggregated 13F filings for Q4 2023.