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Meritage Homes
MTH

Overview Fund Activity

389 hedge funds and large institutions have $4.81B invested in Meritage Homes in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 164 increasing their positions, 131 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
–
Holders Change %
0%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
59
Increased
164
Reduced
131
Closed
54
Calls
$8.23M
Puts
$11.7M
Net Calls
-$3.49M
Net Calls Change
+$3.1M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$68.3M
2
Capital World Investors
2
Capital World Investors
California
$92.3M
3
Bank of America
3
Bank of America
North Carolina
$79.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$95.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$106M

Top Sellers

1
LPC
1
Long Pond Capital
New York
$18.6M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$45M
3
BlackRock
3
BlackRock
New York
$755M
4
JCM
4
Junto Capital Management
New York
$0
5
Boston Partners
5
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
376
Stone House Investment Management
Pennsylvania
$1.14K +$1.14K +17 New
PWMG
377
Private Wealth Management Group
New Jersey
$1.07K -$4.02K -60 -79%
CPG
378
Cornerstone Planning Group
New Jersey
$1.03K +$440 +6 +75%
RAM
379
Riggs Asset Management
Pennsylvania
$1.01K +$1.01K +15 New
PA
380
Pineridge Advisors
Missouri
$939 +$939 +14 New
AAS
381
Ameritas Advisory Services
Nebraska
$938 +$938 +14 New
SC
382
SouthState Corp
Florida
$804 -$402 -6 -33%
PWA
383
Physician Wealth Advisors
Utah
$737 +$134 +2 +22%
Kayne Anderson Rudnick Investment Management
384
Kayne Anderson Rudnick Investment Management
California
$670 – – –
TWD
385
True Wealth Design
Ohio
$603 +$603 +9 New
HFS
386
Hughes Financial Services
Virginia
$576 +$72 +1 +14%
FFO
387
Fortitude Family Office
Arizona
$536 -$1.88K -28 -78%
AA
388
Addison Advisors
Vermont
$536 -$737 -11 -58%
BWL
389
Bogart Wealth LLC
Virginia
$536 +$536 +8 New
SC
390
Stephens Consulting
Michigan
$67 -$1.61K -24 -96%
JCM
391
Junto Capital Management
New York
– -$35.5M -501,433 Closed
Boston Partners
392
Boston Partners
Massachusetts
– -$28.5M -405,355 Closed
TC
393
TwinBeech Capital
New York
– -$12.9M -182,230 Closed
Capstone Investment Advisors
394
Capstone Investment Advisors
New York
– -$11.2M -157,915 Closed
WCM
395
Woodson Capital Management
Connecticut
– -$7.27M -102,500 Closed
EP
396
Edgestream Partners
New Jersey
– -$4.32M -60,882 Closed
EGM
397
Engineers Gate Manager
New York
– -$4.29M -60,534 Closed
CF
398
Corebridge Financial
Texas
– -$2.66M -37,536 Closed
ACM
399
Aster Capital Management
United Arab Emirates
– -$2.17M -29,984 Closed
AIMCA
400
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.8M -25,400 Closed
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16
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