We are live on ! Find out more
PHM icon

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
BCM
451
Barden Capital Management
Texas
$858K +$18K +167 +2%
AC
452
Allstate Corporation
Illinois
$857K +$225K +2,085 +33%
SC
453
Savant Capital
Illinois
$855K -$1.04M -9,626 -54%
BAM
454
Belpointe Asset Management
Nevada
$855K +$544K +5,037 +154%
WBWA
455
William B. Walkup & Associates
South Carolina
$851K
CIA
456
Concurrent Investment Advisors
Florida
$844K +$414K +3,831 +87%
Bessemer Group
457
Bessemer Group
New Jersey
$836K -$1.1M -10,226 -56%
MWA
458
Midland Wealth Advisors
Illinois
$835K
FIC
459
FCG Investment Company
Tennessee
$831K +$508K +4,706 +139%
Lido Advisors
460
Lido Advisors
California
$826K +$543K +5,029 +168%
EF
461
Empirical Finance
Pennsylvania
$818K +$25.6K +237 +3%
OAM
462
Ostrum Asset Management
France
$818K -$10.4K -96 -1%
BPA
463
Beacon Pointe Advisors
California
$817K -$8.21K -76 -0.9%
RSA
464
River Street Advisors
Illinois
$812K +$62.9K +582 +8%
DWAM
465
Duncan Williams Asset Management
Tennessee
$808K +$99.7K +923 +13%
KNW
466
Kesler Norman & Wride
Utah
$796K +$167K +1,550 +25%
AAS
467
Ameritas Advisory Services
Nebraska
$794K +$834K +7,720 New
KIM
468
Kane Investment Management
California
$790K -$9.94K -92 -1%
AAS
469
Avantax Advisory Services
Texas
$788K -$456K -4,226 -36%
AG
470
AlTi Global
New York
$786K -$3.46K -32 -0.4%
ALMGDA
471
AG2R La Mondiale Gestion d'Actifs
France
$785K +$865K +8,010 New
IMCOOI
472
Investment Management Corp of Ontario (IMCO)
Canada
$783K +$823K +7,619 New
AG
473
AIA Group
Hong Kong
$783K +$217K +2,005 +36%
GC
474
Guggenheim Capital
Illinois
$776K -$215K -1,988 -21%
LOAMU
475
Lombard Odier Asset Management (USA)
New York
$773K +$813K +7,523 New

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.