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Smith Douglas Homes
SDHC

52 hedge funds and large institutions have $157M invested in Smith Douglas Homes in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

5% less funds holding

Funds holding: 55 → 52 (-3)

5.57% less ownership

Funds ownership: 103.92% → 98.35% (-5.6%)

14% less capital invested

Capital invested by funds: $181M → $157M (-$24.8M)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
12
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CM
Conifer Management
New York
+$6.88M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.79M
3
Goldman Sachs
Goldman Sachs
New York
+$1.6M
4
BlackRock
BlackRock
New York
+$424K
5
Victory Capital Management
Victory Capital Management
Texas
+$383K

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$6.88M
2
TIM
Thornburg Investment Management
New Mexico
-$4.36M
3
1WCM
12 West Capital Management
New York
-$3.86M
4
WA
Wasatch Advisors
Utah
-$2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$754K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fuller & Thaler Asset Management
26
Fuller & Thaler Asset Management
California
$388K +$156K +7,965 +57%
PCM
27
Peregrine Capital Management
Minnesota
$358K – – –
Victory Capital Management
28
Victory Capital Management
Texas
$346K +$383K +19,567 New
TI
29
Trexquant Investment
Connecticut
$315K +$349K +17,849 New
Northern Trust
30
Northern Trust
Illinois
$313K – – –
Stifel Financial
31
Stifel Financial
Missouri
$255K -$45K -2,301 -14%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$232K -$172K -8,815 -40%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$229K -$4.22K -216 -2%
RCG
34
Ruane, Cunniff & Goldfarb
New York
$216K +$239K +12,209 New
XT
35
XTX Topco
Cayman Islands
$215K +$238K +12,177 New
IA
36
Inspire Advisors
Idaho
$214K +$237K +12,111 New
A
37
AlphaQuest
New York
$195K +$216K +11,026 New
GCP
38
GSA Capital Partners
United Kingdom
$188K +$208K +10,644 New
Morgan Stanley
39
Morgan Stanley
New York
$178K +$25.9K +1,322 +15%
US Bancorp
40
US Bancorp
Minnesota
$102K -$12.2K -625 -10%
Bank of America
41
Bank of America
North Carolina
$28.5K +$1.68K +86 +6%
TRCT
42
Tower Research Capital (TRC)
New York
$9.71K -$79.7K -4,077 -88%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$8.52K +$5.22K +267 +124%
Comerica Bank
44
Comerica Bank
Texas
$7.59K – – –
Jones Financial Companies
45
Jones Financial Companies
Missouri
$4.57K +$3.42K +175 +233%
ASN
46
Advisory Services Network
Georgia
$4.36K +$4.83K +247 New
FFO
47
Fortitude Family Office
Arizona
$4.04K – – –
Osaic Holdings
48
Osaic Holdings
Arizona
$3.23K +$743 +38 +29%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$2.68K +$2.97K +152 New
WWM
50
Wolff Wiese Magana
California
$1.24K – – –
1
2
3

SDHC Hedge Fund Activity: Q3 2025 in Review

52 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Smith Douglas Homes (SDHC) for Q3 2025, worth a combined $157M — down 14% from $181M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SDHC and 10 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 12 added.

The largest buyer was Conifer Management, adding an estimated $6.88M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $6.88M.

  • 52 institutional investors held Smith Douglas Homes (SDHC) as of Q3 2025, down from 55 in Q2 2025.
  • Funds reported $157M of Smith Douglas Homes stock for Q3 2025, down 14% quarter-over-quarter.
  • 10 funds opened new Smith Douglas Homes positions in Q3 2025 and 11 closed out, a net change of -1 holder.
  • The largest Smith Douglas Homes buyer in Q3 2025 was Conifer Management, an estimated $6.88M added.
  • The largest Smith Douglas Homes seller in Q3 2025 was Kayne Anderson Rudnick Investment Management, an estimated $6.88M sold.

Based on aggregated 13F filings for Q3 2025.