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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
SIC
576
Schwartz Investment Counsel
Michigan
$452K
GS
577
GTS Securities
New York
$452K -$282K -2,613 -37%
HWM
578
HB Wealth Management
Georgia
$450K +$141K +1,308 +43%
BBHC
579
Brown Brothers Harriman & Co
New York
$450K +$216 +2 +0%
MG
580
Marex Group
$445K +$166K +1,539 +55%
MWM
581
Maridea Wealth Management
New York
$444K +$466K +4,317 New
AWM
582
Apollon Wealth Management
South Carolina
$444K -$540 -5 -0.1%
PP
583
Prudential plc
United Kingdom
$444K
AIP
584
Arrowpoint Investment Partners
Singapore
$442K +$464K +4,300 New
NP
585
NorthRock Partners
Minnesota
$439K +$52K +481 +13%
HCA
586
Harbor Capital Advisors
Illinois
$438K -$32.6K -302 -7%
VCM
587
Versant Capital Management
Arizona
$435K +$388K +3,593 +560%
FFM
588
Forum Financial Management
Illinois
$434K -$4.21K -39 -0.9%
AFA
589
Allium Financial Advisors
Oregon
$430K +$452K +4,186 New
MEAC
590
M.E. Allison & Co
Texas
$419K
ACM
591
Advisors Capital Management
New Jersey
$418K +$2.81K +26 +0.6%
AFG
592
Atomi Financial Group
New York
$418K -$6.59K -61 -1%
TFF
593
The Family Firm
Maryland
$416K +$864 +8 +0.2%
GCM
594
Genus Capital Management
British Columbia, Canada
$415K +$436K +4,040 New
BAAM
595
Baker Avenue Asset Management
California
$413K +$123K +1,143 +40%
LAI
596
Legal Advantage Investments
California
$413K
RCM
597
Raleigh Capital Management
North Carolina
$413K -$16.4K -152 -4%
HAG
598
HighPoint Advisor Group
Illinois
$412K -$216 -2 -0%
YMRC
599
Yorktown Management & Research Company
Virginia
$411K
OGC
600
One68 Global Capital
New York
$411K +$432K +4,000 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.