We are live on ! Find out more
MTH icon

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
Barrow, Hanley, Mewhinney & Strauss
326
Barrow, Hanley, Mewhinney & Strauss
Texas
$19.5K
LFG
327
Larson Financial Group
Missouri
$18.9K -$12.7K -186 -45%
DB
328
Danske Bank
Denmark
$16.8K
PH
329
Pinnacle Holdings
Oklahoma
$16.8K
UB
330
UMB Bank
Missouri
$15.9K +$10.4K +153 +414%
SFCL
331
Strengthening Families & Communities LLC
Massachusetts
$14.9K +$68 +1 +0.6%
AFC
332
Ares Financial Consulting
California
$12.7K
EP
333
Essential Partners
California
$12.2K -$17.4K -255 -64%
TWD
334
True Wealth Design
Ohio
$11.8K +$9.56K +140 +14,000%
OCWP
335
Owl Creek Wealth Partners
Colorado
$10.1K
Mitsubishi UFJ Asset Management
336
Mitsubishi UFJ Asset Management
Japan
$9.89K
HNB
337
Huntington National Bank
Ohio
$9.73K +$820 +12 +12%
FCMT
338
Founders Capital Management (Texas)
Texas
$9.39K
BIA
339
Bell Investment Advisors
California
$8.97K +$1.02K +15 +16%
CTC
340
Central Trust Company
Missouri
$8.89K -$2.32K -34 -24%
PTC
341
Private Trust Company
Ohio
$8.89K -$1.23K -18 -15%
WIM
342
Westside Investment Management
California
$8.3K
GRP
343
Global Retirement Partners
California
$7.04K +$5.74K +84 New
HNW
344
High Note Wealth
Minnesota
$6.46K
KG
345
Kilter Group
New York
$6.29K +$137 +2 +3%
TM
346
Torren Management
California
$6.16K
RF
347
Rossby Financial
Florida
$4.95K -$1.37K -20 -25%
KFAS
348
Keating Financial Advisory Services
Kansas
$4.95K +$68 +1 +2%
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$4.7K -$956 -14 -20%
WETS
350
Wealth Enhancement Trust Services
South Dakota
$4.7K +$3.83K +56 New

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.