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Smith Douglas Homes

46 hedge funds and large institutions have $152M invested in Smith Douglas Homes in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

2.24% more ownership

Funds ownership: 98.35%100.58% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $157M → $152M (-$4.5M)

12% less funds holding

Funds holding: 5246 (-6)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
46
Holders Change
-6
Holders Change %
-11.54%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
22
Reduced
7
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
26
Ruane, Cunniff & Goldfarb
New York
$205K
Morgan Stanley
27
Morgan Stanley
New York
$204K +$37.7K +2,083 +21%
VC
28
VarCov Co
Connecticut
$200K +$216K +11,954 New
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$182K +$195K +10,800 New
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$118K +$127K +7,040 New
US Bancorp
31
US Bancorp
Minnesota
$108K +$11.3K +627 +11%
Bank of America
32
Bank of America
North Carolina
$47.1K +$21.6K +1,194 +74%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$11.9K +$4.07K +225 +47%
A
34
AlphaQuest
New York
$10.6K -$188K -10,395 -94%
Citigroup
35
Citigroup
New York
$6.96K +$7.51K +415 New
Jones Financial Companies
36
Jones Financial Companies
Missouri
$4.19K
ACM
37
Aster Capital Management
United Arab Emirates
$2.53K +$2.73K +151 New
Osaic Holdings
38
Osaic Holdings
Arizona
$2.18K -$687 -38 -23%
WWM
39
Wolff Wiese Magana
California
$1.51K +$362 +20 +29%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1K
OC
41
Optima Capital
Oregon
$470 +$506 +28 New
RIAS
42
Rachor Investment Advisory Services
Michigan
$68 +$72 +4 New
TFA
43
Transamerica Financial Advisors
Florida
$67 +$72 +4 New
AAP
44
Arax Advisory Partners
Colorado
$34 +$36 +2 New
KFG
45
Kingdom Financial Group
Arizona
$12 +$18 +1 New
1WCM
46
12 West Capital Management
New York
-$9.45M -535,140 Closed
Goldman Sachs
47
Goldman Sachs
New York
-$1.44M -81,680 Closed
GCM
48
Ghisallo Capital Management
Massachusetts
-$883K -50,000 Closed
Marshall Wace
49
Marshall Wace
United Kingdom
-$481K -27,229 Closed
Millennium Management
50
Millennium Management
New York
-$389K -22,023 Closed

SDHC Hedge Fund Activity: Q4 2025 in Review

46 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in Smith Douglas Homes (SDHC) for Q4 2025, worth a combined $152M — down 2.9% from $157M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SDHC and 11 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 22 added.

The largest buyer was Conifer Management, adding an estimated $10.5M. The largest seller was 12 West Capital Management, exiting entirely with an estimated $9.45M sold.

  • 46 institutional investors held Smith Douglas Homes (SDHC) as of Q4 2025, down from 52 in Q3 2025.
  • Funds reported $152M of Smith Douglas Homes stock for Q4 2025, down 2.9% quarter-over-quarter.
  • 11 funds opened new Smith Douglas Homes positions in Q4 2025 and 17 closed out, a net change of -6 holders.
  • The largest Smith Douglas Homes buyer in Q4 2025 was Conifer Management, an estimated $10.5M added.
  • The largest Smith Douglas Homes seller in Q4 2025 was 12 West Capital Management, an estimated $9.45M sold.

Based on aggregated 13F filings for Q4 2025.