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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
Capstone Investment Advisors
626
Capstone Investment Advisors
New York
$359K -$120K -1,112 -24%
RWPA
627
Richard W. Paul & Associates
Michigan
$358K -$3.24K -30 -0.9%
TA
628
Tectonic Advisors
Texas
$358K -$21.4K -198 -5%
Walleye Trading
629
Walleye Trading
New York
$357K +$375K +3,473 New
FFA
630
Farther Finance Advisors
California
$353K +$5.72K +53 +2%
KFP
631
KMG Fiduciary Partners
Ohio
$352K +$10.6K +98 +3%
OWA
632
One Wealth Advisors
California
$352K +$324 +3 +0.1%
EHWM
633
Eads & Heald Wealth Management
Georgia
$351K -$15.1K -140 -4%
QPW
634
Quantum Private Wealth
Florida
$350K +$5.4K +50 +1%
CIA
635
Capital Investment Advisors
Georgia
$350K +$2.48K +23 +0.7%
FA
636
Fiduciary Alliance
South Carolina
$347K -$81K -750 -18%
PA
637
Parallel Advisors
California
$345K -$15.3K -142 -4%
FCI
638
Financial Counselors Inc
Kansas
$345K -$10.8K -100 -3%
AWA
639
Aaron Wealth Advisors
Illinois
$345K +$130K +1,201 +56%
OIA
640
OneDigital Investment Advisors
Kansas
$341K +$45.8K +424 +15%
CG
641
Cynosure Group
Utah
$340K +$84.1K +779 +31%
JWCA
642
J.W. Cole Advisors
Florida
$339K +$32.2K +298 +10%
CWM
643
Centurion Wealth Management
Virginia
$333K
WPC
644
Wedmont Private Capital
Pennsylvania
$330K +$47.8K +443 +15%
GT
645
Greenleaf Trust
Michigan
$329K -$122K -1,125 -26%
NA
646
Nautilus Advisors
California
$328K
TRCT
647
Tower Research Capital (TRC)
New York
$325K -$638K -5,909 -65%
SAW
648
Signal Advisors Wealth
Michigan
$321K +$17.5K +162 +5%
MWM
649
Modern Wealth Management
Kansas
$321K +$338K +3,125 New
ATPW
650
Ashton Thomas Private Wealth
Arizona
$320K +$64K +593 +24%

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.