undamentalytics Newsletter

Dream Finders Homes, Inc.: which funds bought and sold

Institutions that bought and sold Dream Finders Homes shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 117 institutions that filed 13F reports for both quarters added to or opened positions in Dream Finders Homes, and 82 cut or closed them. Together they added a net 563K shares, +2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.5M shares (−17.0%); index fund managers were net buyers of 214K shares (+2.0%). 40 opened a new position and 29 sold out entirely.

Bought, Q2 2026 117 institutions, 40 of them new holders Sold, Q2 2026 82 institutions, 29 of them sold out
Net change, all compared +563K shares (+2.0%)
Net change, active managers −1.5M shares (−17.0%), 16 bought, 19 sold

Buyers versus sellers

institutions compared, 226
Active managers and hedge funds 16 bought · 19 sold · −1.5M
Index fund managers 7 bought · 4 sold · +214K
Other institutions 94 bought · 59 sold · +1.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Point72 Asset Management, L.P. Hedge fund +397K +655.6% 457K $7.9M
Elgethun Capital Management +314K +62.1% 819K $14.1M
Morgan Stanley +296K +85.3% 643K $11.1M
Jpmorgan Chase & Co +255K +2015.0% 267K $4.7M
AQR Capital Management LLC Hedge fund +233K +463.8% 283K $4.9M
BNP Paribas Financial Markets +213K +176.6% 334K $5.8M
Jump Financial, LLC +187K +1254.1% 202K $3.5M
UBS Group AG +159K +72.7% 378K $6.5M
Bank Of America Corp +149K +102.0% 295K $5.1M
Blackrock, Inc. Index funds +139K +3.0% 4.8M $83.1M
Numerai Gp LLC +138K New position 138K $2.4M
Walleye Capital LLC Hedge fund +133K New position 133K $2.3M
Castleknight Management LP Hedge fund +127K New position 127K $2.2M
Creative Planning +122K +189.0% 186K $3.2M
Dimensional Fund Advisors LP +98K +6.7% 1.5M $26.7M
HRT Financial LP +88K +35.8% 335K $5.8M
Citadel Advisors LLC Hedge fund +70K +91.2% 147K $2.5M
Charles Schwab Investment Management Inc Index funds +67K +16.1% 482K $8.3M
Jane Street Group, LLC +66K +50.4% 198K $3.4M
Tudor Investment Corp Et Al Hedge fund +65K +125.5% 117K $2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Kayne Anderson Rudnick Investment Management LLC Active manager −1.2M −28.0% 3.1M $53M
Cooke & Bieler LP Active manager −908K −32.7% 1.9M $32.3M
Marshall Wace, LLP Hedge fund −249K −49.8% 251K $4.3M
Arcus Capital Partners, LLC −199K −41.9% 276K $4.8M
Holocene Advisors, LP Hedge fund −110K Sold out 0 —
Xtx Topco Ltd −104K Sold out 0 —
De Lisle Partners LLP −94K Sold out 0 —
Sei Investments Co −72K −43.6% 93K $1.6M
State Of Wisconsin Investment Board −67K Sold out 0 —
Voloridge Investment Management, LLC Hedge fund −54K Sold out 0 —
Millennium Management LLC Hedge fund −50K −44.7% 62K $1.1M
Amg National Trust Bank −43K Sold out 0 —
Susquehanna Portfolio Strategies, LLC −40K Sold out 0 —
Brevan Howard Capital Management LP Hedge fund −38K Sold out 0 —
Vanguard Capital Management LLC Index funds −37K −3.0% 1.2M $20.8M
Ameriprise Financial Inc −34K −9.9% 307K $5.3M
Balyasny Asset Management L.P. Hedge fund −27K −25.0% 82K $1.4M
Drw Securities, LLC −25K Sold out 0 —
Victory Capital Management Inc Active manager −22K Sold out 0 —
Gsa Capital Partners LLP −21K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Numerai Gp LLC 138K $2.4M
Walleye Capital LLCHedge fund 133K $2.3M
Castleknight Management LPHedge fund 127K $2.2M
Varcov Co. 42K $730,495
Engineers Gate Manager LPHedge fund 39K $667,254
Schonfeld Strategic Advisors LLCHedge fund 37K $645,332
Algert Global LLCHedge fund 27K $459,461
Mercer Global Advisors Inc 25K $436,954
Aquatic Capital Management LLC 24K $416,190
Two Sigma Investments, LPHedge fund 20K $348,669

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Holocene Advisors, LPHedge fund 110K $1.5M
Xtx Topco Ltd 104K $1.4M
De Lisle Partners LLP 94K $1.3M
State Of Wisconsin Investment Board 67K $928,728
Voloridge Investment Management, LLCHedge fund 54K $747,866
Amg National Trust Bank 43K $594,244
Susquehanna Portfolio Strategies, LLC 40K $559,904
Brevan Howard Capital Management LPHedge fund 38K $531,535
Drw Securities, LLC 25K $349,169
Victory Capital Management IncActive manager 22K $306,226

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
202
Ten largest holders
61.7%
of 13F-reported shares
Index fund managers
35.5%
of 13F-reported shares
Active managers and hedge funds
23.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 16 19 7 9 −1.5M −17.0%
Index fund managers 7 4 1 0 +214K +2.0%
Other institutions 94 59 32 20 +1.8M +20.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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