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Pultegroup

959 hedge funds and large institutions have $19.1B invested in Pultegroup in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 325 increasing their positions, 383 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% more ownership

Funds ownership: 90.87%92.4% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 128

2% less funds holding

Funds holding: 982959 (-23)

6% less capital invested

Capital invested by funds: $20.3B → $19.1B (-$1.16B)

15% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 383

18% less call options, than puts

Call options by funds: $151M | Put options by funds: $183M

Holders
959
Holders Change
-23
Holders Change %
-2.34%
% of All Funds
12.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
123
Increased
325
Reduced
383
Closed
128
Calls
$151M
Puts
$183M
Net Calls
-$32.4M
Net Calls Change
+$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$4.02M -$24.5M -226,898 -85%
X
252
Xponance
Pennsylvania
$4.01M +$1.17M +10,867 +39%
WCM
253
Wedge Capital Management
North Carolina
$4M +$654K +6,057 +18%
LFG
254
Larson Financial Group
Missouri
$3.98M +$219K +2,031 +6%
PIWA
255
Prevail Innovative Wealth Advisors
Kansas
$3.94M +$4.14M +38,354 New
HI
256
Hendershot Investments
Virginia
$3.93M -$28K -259 -0.7%
IG
257
ING Group
Netherlands
$3.82M -$12.8M -118,341 -76%
Stifel Financial
258
Stifel Financial
Missouri
$3.82M -$914K -8,465 -19%
TAF
259
Tredje AP-fonden
Sweden
$3.8M
CG
260
Caprock Group
Idaho
$3.79M +$921K +8,531 +30%
IIM
261
INTECH Investment Management
Florida
$3.74M -$3.42M -31,692 -47%
DnB Asset Management
262
DnB Asset Management
Norway
$3.73M +$44K +407 +1%
Federated Hermes
263
Federated Hermes
Pennsylvania
$3.72M +$515K +4,768 +15%
UIM
264
USS Investment Management
United Kingdom
$3.71M -$1.16M -10,700 -23%
EI
265
Ethic Inc
New York
$3.7M -$540K -5,002 -12%
Jane Street
266
Jane Street
New York
$3.65M -$32.7M -302,558 -90%
Cerity Partners
267
Cerity Partners
New York
$3.64M -$1.17M -10,848 -23%
CSS
268
Cubist Systematic Strategies
Connecticut
$3.6M +$3.79M +35,061 New
Hudson Bay Capital Management
269
Hudson Bay Capital Management
Connecticut
$3.59M +$3.77M +34,916 New
NA
270
NewEdge Advisors
Louisiana
$3.55M +$518K +4,793 +16%
MA
271
Montag & Associates
Georgia
$3.52M -$254K -2,354 -6%
BCI
272
Brinker Capital Investments
Pennsylvania
$3.49M +$166K +1,539 +5%
OPS
273
Orion Portfolio Solutions
Nebraska
$3.49M +$166K +1,539 +5%
URS
274
Utah Retirement Systems
Utah
$3.48M
LFAS
275
Level Four Advisory Services
Texas
$3.34M +$179K +1,654 +5%

PHM Hedge Fund Activity: Q1 2025 in Review

959 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2025, worth a combined $19.1B — down 5.7% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of PHM and 123 opened new positions — a net loss of 5 holders — while 383 trimmed existing stakes and 325 added.

The largest buyer was First Trust Advisors, adding an estimated $157M. The largest seller was AQR Capital Management, cutting an estimated $105M.

  • 959 institutional investors held Pultegroup (PHM) as of Q1 2025, down from 982 in Q4 2024.
  • Funds reported $19.1B of Pultegroup stock for Q1 2025, down 5.7% quarter-over-quarter.
  • 123 funds opened new Pultegroup positions in Q1 2025 and 128 closed out, a net change of -5 holders.
  • The largest Pultegroup buyer in Q1 2025 was First Trust Advisors, an estimated $157M added.
  • The largest Pultegroup seller in Q1 2025 was AQR Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2025.