We are live on ! Find out more
SDHC icon

Smith Douglas Homes

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: 11 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

5% less funds holding

Funds holding: 5552 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$22.1M -$6.88M -351,555 -22%
WA
2
Wasatch Advisors
Utah
$20.8M -$2M -102,025 -8%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$20.3M -$754K -38,552 -3%
CM
4
Conifer Management
New York
$15M +$6.88M +351,556 +70%
BMO
5
Beck Mack & Oliver
New York
$14.4M -$447K -22,843 -3%
1WCM
6
12 West Capital Management
New York
$9.45M -$3.86M -197,211 -27%
Federated Hermes
7
Federated Hermes
Pennsylvania
$9.31M
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$9.27M -$367K -18,767 -3%
Vanguard Group
9
Vanguard Group
Pennsylvania
$7.96M +$76K +3,884 +0.9%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$5.86M +$1.79M +91,292 +38%
GGHC
11
Gilder Gagnon Howe & Co
New York
$4.02M -$39.7K -2,028 -0.9%
BlackRock
12
BlackRock
New York
$2.72M +$424K +21,695 +16%
Wells Fargo
13
Wells Fargo
California
$2.16M -$264K -13,495 -10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.82M +$21.9K +1,120 +1%
Goldman Sachs
15
Goldman Sachs
New York
$1.44M +$1.6M +81,680 New
SEI Investments
16
SEI Investments
Pennsylvania
$972K
GCM
17
Ghisallo Capital Management
Massachusetts
$883K
State Street
18
State Street
Massachusetts
$728K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$713K -$211K -10,798 -21%
TRSOTSOK
20
Teachers Retirement System of the State of Kentucky
Kentucky
$587K +$137K +7,025 +27%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$526K
Marshall Wace
22
Marshall Wace
United Kingdom
$481K -$116K -5,950 -18%
UBS Group
23
UBS Group
Switzerland
$461K -$107K -5,495 -17%
Daiwa Securities Group
24
Daiwa Securities Group
Japan
$394K -$39.1K -2,000 -8%
Millennium Management
25
Millennium Management
New York
$389K -$5.26K -269 -1%

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.