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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
AG
526
Ascent Group
Virginia
$596K -$1.3K -12 -0.2%
KC
527
Knuff & Co
California
$595K +$139K +1,290 +29%
PCM
528
Penserra Capital Management
California
$576K -$114K -1,052 -16%
GM
529
GeoWealth Management
Illinois
$572K +$228K +2,115 +61%
MWM
530
MorganRosel Wealth Management
Colorado
$570K -$589K -5,451 -50%
BIAS
531
Beacon Investment Advisory Services
New Jersey
$570K
LWM
532
Liberty Wealth Management
California
$569K +$216 +2 +0%
MC
533
Moors & Cabot
Massachusetts
$567K -$32.4K -300 -5%
WI
534
Wahed Invest
New York
$565K +$34.3K +318 +6%
Connor, Clark & Lunn Investment Management (CC&L)
535
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$563K -$1.53M -14,189 -72%
AWM
536
Axxcess Wealth Management
California
$560K -$78.2K -724 -12%
EFG
537
Everhart Financial Group
Ohio
$558K -$1.84K -17 -0.3%
PP
538
Patron Partners
Texas
$555K
Simplex Trading
539
Simplex Trading
Illinois
$544K +$572K +5,293 New
AFCM
540
Applied Finance Capital Management
Puerto Rico
$542K
FCM
541
Fieldview Capital Management
Michigan
$540K -$813K -7,523 -59%
SCA
542
Snowden Capital Advisors
New York
$539K -$4.86M -45,013 -90%
CTC
543
Central Trust Company
Missouri
$538K -$638K -5,903 -53%
KCM
544
Kathmere Capital Management
Pennsylvania
$535K +$15.1K +140 +3%
NS
545
NBC Securities
Alabama
$534K +$561K +5,190 +103,800%
AWM
546
Aprio Wealth Management
Georgia
$528K -$117K -1,085 -17%
BC
547
Bridgefront Capital
Texas
$527K +$554K +5,131 New
JF
548
Jump Financial
Illinois
$525K -$1.26M -11,689 -70%
WS
549
Wedbush Securities
California
$523K -$42K -389 -7%
MFG
550
Menard Financial Group
Texas
$523K +$554K +5,132 +9,504%

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.