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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
Barclays
26
Barclays
United Kingdom
$51.3M +$3.12M +45,719 +8%
Franklin Resources
27
Franklin Resources
California
$48.9M +$1.64M +24,030 +4%
Wells Fargo
28
Wells Fargo
California
$42.7M +$13M +190,662 +60%
Bank of America
29
Bank of America
North Carolina
$42.3M -$7.68M -112,384 -18%
GA
30
GRS Advisors
Illinois
$38.5M +$29.8M +436,121 +1,938%
Vanguard Fiduciary Trust
31
Vanguard Fiduciary Trust
Pennsylvania
$37M +$956K +14,000 +3%
CCM
32
Callodine Capital Management
Massachusetts
$36.9M +$20.8M +305,000 +226%
JP Morgan Chase
33
JP Morgan Chase
New York
$35M -$5.39M -78,872 -16%
AQR Capital Management
34
AQR Capital Management
Connecticut
$30.8M +$13.2M +193,965 +112%
AG
35
Algert Global
California
$29.9M +$17.7M +259,291 +268%
Principal Financial Group
36
Principal Financial Group
Iowa
$27M -$158K -2,312 -0.7%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$25.6M +$20.9M +305,797 New
Aberdeen Group
38
Aberdeen Group
United Kingdom
$24.9M -$3.26M -47,700 -14%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$22.9M +$664K +9,719 +4%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$22.4M -$20.8K -304 -0.1%
Victory Capital Management
41
Victory Capital Management
Texas
$20.9M +$8.53M +124,966 +101%
Invesco
42
Invesco
Georgia
$20.6M -$1.09M -15,942 -6%
Walleye Capital
43
Walleye Capital
New York
$19.9M -$6.85M -100,228 -30%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.2M -$667K -9,764 -4%
LHC
45
Lodge Hill Capital
New York
$19.1M -$505K -7,400 -3%
MIM
46
MetLife Investment Management
New Jersey
$18.8M +$203K +2,972 +1%
LSV Asset Management
47
LSV Asset Management
Illinois
$18.8M
AF
48
Atlas FRM
Connecticut
$18.4M +$15M +220,000 New
Squarepoint
49
Squarepoint
New York
$18.2M -$25.4M -371,784 -63%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$17.1M -$5.58M -81,697 -29%

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.