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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
IFWM
401
Institute for Wealth Management
Colorado
$1.22M +$172K +1,595 +16%
JSL
402
JT Stratford LLC
Georgia
$1.19M -$139K -1,291 -10%
SAM
403
Shell Asset Management
Netherlands
$1.19M -$31.3K -290 -2%
MYLI
404
Meiji Yasuda Life Insurance
Japan
$1.19M -$144K -1,331 -10%
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$1.19M -$405K -3,749 -25%
UB
406
UMB Bank
Missouri
$1.18M +$19.7K +182 +2%
CDDEC
407
Caisse Des Depots Et Consignations
France
$1.17M
N
408
Natixis
France
$1.15M +$1.22M +11,288 New
LSERS
409
Louisiana State Employees Retirement System
Louisiana
$1.12M -$10.8K -100 -0.9%
Wolverine Trading
410
Wolverine Trading
Illinois
$1.12M -$883K -8,172 -43%
APC
411
Aspire Private Capital
North Carolina
$1.11M +$75.2K +696 +7%
XSC
412
X-Square Capital
Puerto Rico
$1.1M -$4.54K -42 -0.4%
NB
413
Norinchukin Bank
Japan
$1.1M +$145K +1,340 +14%
PWMAG
414
Pinnacle Wealth Management Advisory Group
New Jersey
$1.1M +$165K +1,525 +17%
SAM
415
Securian Asset Management
Minnesota
$1.09M -$34.3K -318 -3%
UA
416
Unison Advisors
District of Columbia
$1.08M +$1.84K +17 +0.2%
BP
417
BNP Paribas
France
$1.08M
Capital Fund Management (CFM)
418
Capital Fund Management (CFM)
France
$1.07M -$9.58M -88,723 -89%
A
419
AlphaQuest
New York
$1.07M -$685K -6,340 -38%
PS
420
Pensionfund Sabic
Netherlands
$1.07M -$173K -1,600 -13%
AAM
421
Advisors Asset Management
Colorado
$1.07M +$172K +1,595 +18%
CT
422
Coastline Trust
Rhode Island
$1.06M +$76.3K +706 +7%
IA
423
Integrity Alliance
Iowa
$1.05M +$1.1M +10,172 New
MWM
424
Meridian Wealth Management
Kentucky
$1.04M -$337K -3,116 -24%
CCA
425
Checchi Capital Advisers
California
$1.04M -$1.19K -11 -0.1%

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.