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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
BWL
351
Bogart Wealth LLC
Virginia
$4.44K +$2.25K +33 +165%
WT
352
Whittier Trust
California
$4.32K
SGFG
353
Silver Grove Financial Group
New York
$4.19K +$3.42K +50 New
RWS
354
Retirement Wealth Solutions
Wisconsin
$3.86K +$1.16K +17 +59%
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$3.44K
KFI
356
Key Financial Inc
Pennsylvania
$3.35K
SHIM
357
Stone House Investment Management
Pennsylvania
$3.14K +$1.98K +29 +322%
AW
358
Avion Wealth
Texas
$3K +$1.57K +23 +144%
MCM
359
Manchester Capital Management
Vermont
$2.94K
WTC
360
WhitTier Trust Company
Nevada
$2.82K
RWM
361
Rialto Wealth Management
New York
$2.68K +$1.64K +24 +300%
Vanguard National Trust
362
Vanguard National Trust
Pennsylvania
$2.52K
WA
363
WPG Advisers
Maryland
$2.26K
BWA
364
Basecamp Wealth Advisors
Washington
$2.26K +$1.57K +23 +575%
TCM
365
TD Capital Management
Tennessee
$2.21K
IAIM
366
International Assets Investment Management
Florida
$1.79K
PMFA
367
Plante Moran Financial Advisors
Michigan
$1.51K -$21.3K -312 -95%
JWM
368
JPL Wealth Management
Colorado
$1.43K +$478 +7 +70%
SS
369
SBI Securities
Japan
$1.34K -$1.64K -24 -60%
SIC
370
SJS Investment Consulting
Ohio
$1.34K +$956 +14 +700%
TPCW
371
TD Private Client Wealth
New York
$1.26K +$1.02K +15 New
PWMG
372
Prestige Wealth Management Group
New Jersey
$1.17K +$546 +8 +133%
AAS
373
Ameritas Advisory Services
Nebraska
$1.17K +$956 +14 New
GWM
374
Gilpin Wealth Management
Colorado
$1.09K +$68 +1 +8%
IPS
375
Investors Portfolio Services
Washington
$1.09K

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.