PHM icon

Pultegroup

1,013 hedge funds and large institutions have $20.8B invested in Pultegroup in 2025 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 340 increasing their positions, 365 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.19% more ownership

Funds ownership: 90.86%91.05% (+0.19%)

7% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 365

12% less capital invested

Capital invested by funds: $23.7B → $20.8B (-$2.9B)

Holders
1,013
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$261M
Puts
$136M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
626
Clark Asset Management
New Hampshire
$406K
KWA
627
Kingswood Wealth Advisors
California
$403K
HAG
628
HighPoint Advisor Group
Illinois
$402K
OIA
629
OneDigital Investment Advisors
Kansas
$400K
MT
630
Midwest Trust
Kansas
$396K
SL
631
Summitry LLC
California
$394K
AA
632
ALPS Advisors
Colorado
$394K
XWL
633
XXI Wealth LLC
Illinois
$392K
ECM
634
Evergreen Capital Management
Washington
$389K
RWA
635
Rooted Wealth Advisors
Illinois
$388K
PA
636
Parallel Advisors
California
$387K
WPC
637
Wedmont Private Capital
Pennsylvania
$386K
AIA
638
Affinity Investment Advisors
California
$386K
CTC
639
Central Trust Company
Missouri
$384K
ACM
640
Advisors Capital Management
New Jersey
$384K
JWCA
641
J.W. Cole Advisors
Florida
$384K
EHWM
642
Eads & Heald Wealth Management
Georgia
$380K
AWM
643
Apollon Wealth Management
South Carolina
$378K
RWPA
644
Richard W. Paul & Associates
Michigan
$377K
NA
645
Nautilus Advisors
California
$375K
MWM
646
Modern Wealth Management
Kansas
$374K
PCM
647
Prelude Capital Management
New York
$373K
MFG
648
Menard Financial Group
Texas
$373K
WIA
649
World Investment Advisors
California
$371K
FT
650
Fiduciary Trust
Massachusetts
$371K