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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
NERM
201
New England Research & Management
Illinois
$820K -$592K -8,666 -47%
MSRPS
202
Maryland State Retirement & Pension System
Maryland
$815K
Pathstone Holdings
203
Pathstone Holdings
New Jersey
$811K -$95.3K -1,395 -13%
ProShare Advisors
204
ProShare Advisors
Maryland
$798K -$66K -966 -9%
SC
205
Savant Capital
Illinois
$795K +$356K +5,211 +91%
TI
206
Tidal Investments
Wisconsin
$789K +$131K +1,921 +26%
QCM
207
QRG Capital Management
Illinois
$786K +$38.2K +559 +6%
AWP
208
Abacus Wealth Partners
California
$784K -$924K -13,525 -59%
X
209
Xponance
Pennsylvania
$746K +$8.67K +127 +1%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$732K +$180K +2,629 +43%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$723K +$120K +1,753 +26%
FCBT
212
First Citizens Bank & Trust
North Carolina
$717K +$37.7K +552 +7%
QCG
213
Quadrant Capital Group
Ohio
$716K +$26.4K +387 +5%
LCGC
214
Legacy Capital Group California
California
$708K -$13.9K -203 -2%
Envestnet Portfolio Solutions
215
Envestnet Portfolio Solutions
Illinois
$694K +$38.5K +564 +7%
II
216
Inspire Investing
Idaho
$680K -$16.7K -245 -3%
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$663K +$118K +1,733 +28%
PCM
218
Penserra Capital Management
California
$657K +$19K +278 +4%
P
219
&Partners
Tennessee
$585K -$293K -4,286 -38%
CWM
220
Centric Wealth Management
Illinois
$580K
SSCA
221
South Shore Capital Advisors
Massachusetts
$564K -$16.5K -242 -3%
IMC Chicago
222
IMC Chicago
Illinois
$561K +$457K +6,685 New
I
223
InceptionR
California
$549K +$447K +6,547 New
NAAA
224
New Age Alpha Advisors
New York
$542K -$268K -3,922 -38%
AI
225
Atria Investments
North Carolina
$530K -$3.48K -51 -0.8%

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.