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Smith Douglas Homes

55 hedge funds and large institutions have $181M invested in Smith Douglas Homes in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5555 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2.91% less ownership

Funds ownership: 106.82%103.92% (-2.9%)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

21% less capital invested

Capital invested by funds: $230M → $181M (-$48.9M)

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
15
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$31.1M -$3.66M -193,455 -11%
WA
2
Wasatch Advisors
Utah
$24.8M +$1.01M +53,358 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$23.1M -$392K -20,745 -2%
BMO
4
Beck Mack & Oliver
New York
$16.2M -$100K -5,290 -0.6%
1WCM
5
12 West Capital Management
New York
$14.2M +$13.8M +732,351 New
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$10.6M +$1.08M +57,155 +12%
Federated Hermes
7
Federated Hermes
Pennsylvania
$10.2M
CM
8
Conifer Management
New York
$9.71M +$9.45M +500,000 New
Vanguard Group
9
Vanguard Group
Pennsylvania
$8.68M -$109K -5,788 -1%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$4.67M +$75.6K +4,000 +2%
GGHC
11
Gilder Gagnon Howe & Co
New York
$4.46M -$3.99M -211,068 -48%
TIM
12
Thornburg Investment Management
New Mexico
$4.36M -$373K -19,756 -8%
Wells Fargo
13
Wells Fargo
California
$2.64M -$20.5K -1,087 -0.8%
BlackRock
14
BlackRock
New York
$2.56M +$117K +6,172 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.98M +$155K +8,201 +9%
SEI Investments
16
SEI Investments
Pennsylvania
$1.07M -$306K -16,209 -23%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$994K -$150K -7,932 -13%
GCM
18
Ghisallo Capital Management
Massachusetts
$971K
State Street
19
State Street
Massachusetts
$800K +$54.8K +2,900 +8%
CCA
20
Covey Capital Advisors
Georgia
$705K +$686K +36,300 New
Marshall Wace
21
Marshall Wace
United Kingdom
$644K +$627K +33,179 New
UBS Group
22
UBS Group
Switzerland
$614K +$163K +8,599 +37%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$578K
First Trust Advisors
24
First Trust Advisors
Illinois
$564K +$29.9K +1,583 +6%
TRSOTSOK
25
Teachers Retirement System of the State of Kentucky
Kentucky
$509K

SDHC Hedge Fund Activity: Q2 2025 in Review

55 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Smith Douglas Homes (SDHC) for Q2 2025, worth a combined $181M — down 21% from $230M a quarter earlier.

Fund positioning in SDHC was balanced in Q2 2025: 11 funds opened new positions, 11 closed out, 15 added to existing stakes and 19 trimmed.

The largest buyer was 12 West Capital Management, opening a new position worth an estimated $13.8M. The largest seller was Artisan Partners, exiting entirely with an estimated $15.6M sold.

  • 55 institutional investors held Smith Douglas Homes (SDHC) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $181M of Smith Douglas Homes stock for Q2 2025, down 21% quarter-over-quarter.
  • 11 funds opened new Smith Douglas Homes positions in Q2 2025 and 11 closed out, a net change of 0 holders.
  • The largest Smith Douglas Homes buyer in Q2 2025 was 12 West Capital Management, an estimated $13.8M added.
  • The largest Smith Douglas Homes seller in Q2 2025 was Artisan Partners, an estimated $15.6M sold.

Based on aggregated 13F filings for Q2 2025.