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Pultegroup

984 hedge funds and large institutions have $23.7B invested in Pultegroup in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 340 increasing their positions, 353 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 78

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more capital invested

Capital invested by funds: $19.6B → $23.7B (+$4.18B)

4% more funds holding

Funds holding: 944984 (+40)

7% more call options, than puts

Call options by funds: $234M | Put options by funds: $218M

4% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 353

1.46% less ownership

Funds ownership: 92.46%91% (-1.5%)

Holders
984
Holders Change
+40
Holders Change %
+4.24%
% of All Funds
12.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
132
Increased
340
Reduced
353
Closed
78
Calls
$234M
Puts
$218M
Net Calls
+$16.2M
Net Calls Change
+$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
601
IFP Advisors
Florida
$492K -$107K -863 -19%
MLL
602
Moody Lynn & Lieberson
Massachusetts
$490K +$461K +3,711 New
RCM
603
Raleigh Capital Management
North Carolina
$490K -$18.8K -151 -4%
CFSG
604
Clark Financial Services Group
Missouri
$490K +$65.6K +528 +17%
GM
605
GeoWealth Management
Illinois
$489K +$48.9K +394 +12%
HF
606
HRT Financial
New York
$485K +$457K +3,676 New
BP
607
Ballentine Partners
Massachusetts
$477K -$2.73K -22 -0.6%
WWM
608
Whalen Wealth Management
Nevada
$475K -$762K -6,138 -63%
DOA
609
D'Orazio & Associates
Virginia
$473K -$21.4K -172 -5%
ICP
610
Interchange Capital Partners
Pennsylvania
$470K +$196K +1,577 +80%
CAG
611
Csenge Advisory Group
Florida
$468K -$253K -2,041 -37%
MWM
612
Modern Wealth Management
Kansas
$463K +$108K +873 +33%
IWC
613
Integrated Wealth Concepts
Massachusetts
$462K +$78.2K +630 +22%
TPCW
614
TD Private Client Wealth
New York
$462K +$40.4K +325 +10%
CAM
615
Cresset Asset Management
Illinois
$461K +$51.3K +413 +13%
OIA
616
OneDigital Investment Advisors
Kansas
$459K -$3.73K -30 -0.9%
RWPA
617
Richard W. Paul & Associates
Michigan
$458K -$621 -5 -0.1%
WC
618
Waterloo Capital
Texas
$456K +$29.1K +234 +7%
SSWM
619
Smith Salley Wealth Management
North Carolina
$456K -$14.9K -120 -3%
ETC
620
Exchange Traded Concepts
Oklahoma
$451K -$952K -7,669 -69%
BBA
621
Baader Bank Aktiengesellschaft
Germany
$449K +$425K +3,421 New
CTC
622
Central Trust Company
Missouri
$448K -$148K -1,191 -26%
FTWA
623
Fifth Third Wealth Advisors
Ohio
$447K -$4.84K -39 -1%
PG
624
Patten Group
Tennessee
$447K +$38.9K +313 +10%
MT
625
Midwest Trust
Kansas
$447K -$22.4K -180 -5%

PHM Hedge Fund Activity: Q3 2025 in Review

984 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2025, worth a combined $23.7B — up 21% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new PHM positions and 78 closed out — a net gain of 54 holders — while 340 added to existing stakes and 353 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $297M. The largest seller was Citadel Advisors, cutting an estimated $256M.

  • 984 institutional investors held Pultegroup (PHM) as of Q3 2025, up from 944 in Q2 2025.
  • Funds reported $23.7B of Pultegroup stock for Q3 2025, up 21% quarter-over-quarter.
  • 132 funds opened new Pultegroup positions in Q3 2025 and 78 closed out, a net change of +54 holders.
  • The largest Pultegroup buyer in Q3 2025 was Massachusetts Financial Services, an estimated $297M added.
  • The largest Pultegroup seller in Q3 2025 was Citadel Advisors, an estimated $256M sold.

Based on aggregated 13F filings for Q3 2025.