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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
TAM
551
Tocqueville Asset Management
New York
$520K +$10.8K +100 +2%
CL
552
Choreo LLC
Illinois
$518K -$173K -1,598 -24%
CAG
553
Csenge Advisory Group
Florida
$515K -$147K -1,357 -20%
CI
554
Corient IA
Florida
$514K +$540K +5,000 New
Lazard Asset Management
555
Lazard Asset Management
New York
$513K -$2.41M -22,276 -82%
DEA
556
DoubleLine ETF Adviser
Florida
$509K +$535K +4,956 New
AF
557
Aldebaran Financial
$504K -$125K -1,155 -19%
Jones Financial Companies
558
Jones Financial Companies
Missouri
$503K -$106K -981 -17%
FC
559
Farringdon Capital
United Kingdom
$502K +$527K +4,879 New
CCP
560
Clarkston Capital Partners
Michigan
$496K
FFA
561
Florida Financial Advisors
Florida
$496K +$122K +1,129 +30%
CCM
562
Cinctive Capital Management
New York
$495K +$521K +4,820 New
QCG
563
Quadrant Capital Group
Ohio
$495K +$335K +3,100 +181%
MAS
564
Meeder Advisory Services
Ohio
$493K -$21.5K -199 -4%
CCM
565
Coldstream Capital Management
Washington
$491K +$16.2K +150 +3%
PTC
566
Petrus Trust Company
Texas
$490K +$515K +4,767 New
GCM
567
Gallacher Capital Management
Colorado
$483K +$508K +4,700 New
KWM
568
Keebeck Wealth Management
Illinois
$476K -$127K -1,172 -20%
VHAM
569
Van Hulzen Asset Management
California
$475K -$173K -1,606 -26%
IB
570
Intrust Bank
Kansas
$471K +$199K +1,840 +67%
UCB
571
United Community Bank
South Carolina
$470K -$127K -1,173 -20%
CW
572
CreativeOne Wealth
Kansas
$466K +$31.8K +294 +7%
USAA
573
United Services Automobile Association
Texas
$462K +$490K +4,539 New
LSA
574
Leonteq Securities AG
Switzerland
$457K +$132K +1,218 +37%
NW
575
Naviter Wealth
Arkansas
$453K +$1.08K +10 +0.2%

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.