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Meritage Homes

399 hedge funds and large institutions have $5.66B invested in Meritage Homes in 2026 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 145 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $4.07B → $5.66B (+$1.59B)

2.66% more ownership

Funds ownership: 98.63%101.29% (+2.7%)

3% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 145

5% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $12M

8% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 61

3% less funds holding

Funds holding: 411399 (-12)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
399
Holders Change
-12
Holders Change %
-2.92%
% of All Funds
4.82%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
56
Increased
150
Reduced
145
Closed
61
Calls
$11.4M
Puts
$12M
Net Calls
-$579K
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
301
William Blair & Company
Illinois
$88.9K -$137K -2,010 -65%
Nomura Asset Management
302
Nomura Asset Management
Japan
$79.7K -$27.3K -400 -30%
HCA
303
Harbor Capital Advisors
Illinois
$75K -$4.92K -72 -7%
AssetMark Inc
304
AssetMark Inc
California
$61.2K -$3K -44 -6%
SAM
305
Smartleaf Asset Management
Massachusetts
$56.1K
IA
306
IFP Advisors
Florida
$51.7K +$37.2K +545 +768%
Optiver Holding
307
Optiver Holding
Netherlands
$49.4K +$40.2K +589 New
GWP
308
Gen-Wealth Partners
Michigan
$47.8K
Jones Financial Companies
309
Jones Financial Companies
Missouri
$46.5K +$16K +234 +75%
S
310
SignatureFD
Georgia
$45.5K -$10.1K -148 -21%
Mitsubishi UFJ Trust & Banking
311
Mitsubishi UFJ Trust & Banking
Japan
$44.2K -$274K -4,017 -88%
EWA
312
EverSource Wealth Advisors
Alabama
$42.7K -$30.1K -440 -46%
KAS
313
Kemnay Advisory Services
New York
$37.4K -$3.96K -58 -12%
RIL
314
Rothschild Investment LLC
Illinois
$33.3K +$11.6K +170 +75%
FAM
315
Fulcrum Asset Management
United Kingdom
$32.8K +$5.33K +78 +25%
SIC
316
Salem Investment Counselors
North Carolina
$31.9K
Los Angeles Capital Management
317
Los Angeles Capital Management
California
$28.7K
BTI
318
Blue Trust Inc
Georgia
$28.2K
BFS
319
Bare Financial Services
Pennsylvania
$23.8K +$8.61K +126 +80%
WG
320
Wellington Group
Indiana
$22.6K
SL
321
Salomon & Ludwin
Virginia
$22.6K +$3.28K +48 +21%
PA
322
Parallel Advisors
California
$21.7K +$3.14K +46 +22%
FDW
323
Fourth Dimension Wealth
Ohio
$20.6K
W
324
WealthCollab
Washington
$19.8K -$4.71K -69 -23%
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$19.8K +$68 +1 +0.4%

MTH Hedge Fund Activity: Q2 2026 in Review

399 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q2 2026, worth a combined $5.66B — up 39% from $4.07B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of MTH and 56 opened new positions — a net loss of 5 holders — while 145 trimmed existing stakes and 150 added.

The largest buyer was BAMCO Inc, opening a new position worth an estimated $91.6M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $42.4M.

  • 399 institutional investors held Meritage Homes (MTH) as of Q2 2026, down from 411 in Q1 2026.
  • Funds reported $5.66B of Meritage Homes stock for Q2 2026, up 39% quarter-over-quarter.
  • 56 funds opened new Meritage Homes positions in Q2 2026 and 61 closed out, a net change of -5 holders.
  • The largest Meritage Homes buyer in Q2 2026 was BAMCO Inc, an estimated $91.6M added.
  • The largest Meritage Homes seller in Q2 2026 was Qube Research & Technologies (QRT), an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2026.