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Pultegroup
PHM

Overview Fund Activity

934 hedge funds and large institutions have $19.5B invested in Pultegroup in 2025 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 331 increasing their positions, 376 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
934
Holders Change
-16
Holders Change %
-1.68%
% of All Funds
12.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
102
Increased
331
Reduced
376
Closed
104
Calls
$149M
Puts
$196M
Net Calls
-$47.4M
Net Calls Change
-$15M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$233M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$85.1M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$224M
4
First Trust Advisors
First Trust Advisors
Illinois
$337M
5
JCM
Junto Capital Management
New York
$60.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$652M
2
NL
Nuveen LLC
North Carolina
$85.9M
3
Squarepoint
Squarepoint
New York
$48.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$295M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
501
MGO One Seven
Ohio
$620K -$51.3K -486 -8%
KCM
502
Kathmere Capital Management
Pennsylvania
$600K +$51.4K +487 +9%
KC
503
Knuff & Co
California
$587K -$34.6K -322 -6%
LWM
504
Liberty Wealth Management
California
$585K +$1.37K +13 +0.2%
KRSITF
505
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$585K -$40.5K -384 -6%
IC
506
Inscription Capital
Texas
$585K +$585K +5,543 New
AIM
507
Anchor Investment Management
South Carolina
$583K -$46.7K -443 -7%
CL
508
CSS LLC
Illinois
$578K -$107K -1,010 -16%
IA
509
IFP Advisors
Florida
$576K -$215K -1,709 -27%
Jones Financial Companies
510
Jones Financial Companies
Missouri
$575K +$53.4K +506 +10%
MAS
511
Meeder Advisory Services
Ohio
$574K +$68.2K +647 +13%
EFG
512
Everhart Financial Group
Ohio
$573K +$1.06K +10 +0.2%
WI
513
Wahed Invest
New York
$573K -$6.54K -62 -1%
PP
514
Patron Partners
Texas
$569K – – –
EFS
515
Econ Financial Services
Pennsylvania
$567K +$567K +5,375 New
NS
516
NBC Securities
Alabama
$565K +$17.9K +170 +3%
MCM
517
Monument Capital Management
Virginia
$563K -$3.9M -37,013 -87%
MWM
518
Meridian Wealth Management
Kentucky
$557K -$509K -4,828 -48%
MFG
519
Menard Financial Group
Texas
$553K +$6.01K +57 +1%
BIAS
520
Beacon Investment Advisory Services
New Jersey
$551K -$33.5K -318 -6%
KIM
521
Kestra Investment Management
Texas
$549K +$277K +2,657 +102%
TAM
522
Tocqueville Asset Management
New York
$549K +$15.2K +144 +3%
CAG
523
Csenge Advisory Group
Florida
$547K +$16K +163 +3%
LA
524
LVW Advisors
New York
$545K -$188K -1,783 -26%
JIC
525
Johnson Investment Counsel
Ohio
$539K -$135K -1,276 -20%
19 20
21
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