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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
CI Investments Inc
601
CI Investments Inc
Ontario, Canada
$409K +$21.6K +200 +5%
SQA
602
Simon Quick Advisors
New Jersey
$408K +$428K +3,964 New
MAM
603
Mystic Asset Management
Rhode Island
$406K +$427K +3,950 New
FTWA
604
Fifth Third Wealth Advisors
Ohio
$403K +$52.2K +483 +14%
RCAG
605
Rehmann Capital Advisory Group
Michigan
$400K -$1.51K -14 -0.4%
NHC
606
Nicholas Hoffman & Company
Georgia
$397K
ONB
607
Old National Bancorp
Indiana
$397K -$53K -491 -11%
CBTWT
608
Community Bank & Trust (Waco, Texas)
Texas
$395K -$540 -5 -0.1%
EI
609
Ellevest Inc
New York
$395K -$12.5K -116 -3%
GSC
610
Ground Swell Capital
South Carolina
$394K +$414K +3,829 New
PA
611
Profund Advisors
Maryland
$392K -$157K -1,452 -28%
TSW
612
Three Seasons Wealth
Utah
$392K
DOA
613
D'Orazio & Associates
Virginia
$389K -$3.78K -35 -0.9%
PG
614
Patten Group
Tennessee
$383K -$27.9K -258 -6%
NG
615
Norden Group
Utah
$380K +$399K +3,698 New
SW
616
SkyOak Wealth
Michigan
$378K +$397K +3,679 New
KPWS
617
Kestra Private Wealth Services
Texas
$372K
MSA
618
MUFG Securities Americas
New York
$368K +$60.1K +556 +18%
SSWM
619
Smith Salley Wealth Management
North Carolina
$367K
GEA
620
Glen Eagle Advisors
New Jersey
$367K
WIA
621
World Investment Advisors
California
$366K -$917K -8,490 -70%
TVM
622
True Vision MN
Minnesota
$366K +$383K +3,548 New
MWPCG
623
Measured Wealth Private Client Group
New Hampshire
$364K +$70.3K +651 +23%
PGFC
624
Peapack-Gladstone Financial Corp
New Jersey
$364K
BP
625
Ballentine Partners
Massachusetts
$362K -$66.5K -616 -15%

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.