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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
OL
651
Optas LLC
Texas
$320K +$336K +3,110 New
AC
652
Avestar Capital
New York
$318K +$82K +759 +33%
FHA
653
First Horizon Advisors
Tennessee
$316K +$9.72K +90 +3%
ETC
654
Exchange Traded Concepts
Oklahoma
$315K -$430K -3,985 -57%
PS
655
Planned Solutions
California
$314K
UB
656
Umpqua Bank
Oregon
$313K +$329K +3,044 New
GI
657
GAMMA Investing
California
$313K +$92.1K +853 +39%
A
658
Allianz
Germany
$313K -$250K -2,314 -43%
EHC
659
Everett Harris & Co
California
$311K
PIM
660
Plato Investment Management
Australia
$311K -$192K -1,775 -37%
AWM
661
Accurate Wealth Management
Florida
$310K +$70.5K +653 +25%
AA
662
ABC Arbitrage
France
$306K -$2.18M -20,199 -87%
HAS
663
Horizon Advisory Services
New York
$306K +$8.32K +77 +3%
RB
664
Renasant Bank
Mississippi
$305K -$92K -852 -22%
SWM
665
Spire Wealth Management
Virginia
$304K +$143K +1,322 +81%
AG
666
Algert Global
California
$303K +$319K +2,949 New
DIM
667
Delta Investment Management
California
$303K +$26.2K +243 +9%
ATC
668
Argent Trust Co
Tennessee
$302K +$864 +8 +0.3%
HI
669
Horizon Investments
North Carolina
$300K +$8.53K +79 +3%
1WM
670
1858 Wealth Management
Ohio
$300K +$61.6K +570 +24%
OIA
671
Optimum Investment Advisors
Illinois
$298K
SWP
672
Sagespring Wealth Partners
Tennessee
$296K +$89K +824 +40%
MPM
673
MBB Public Markets
Illinois
$296K +$311K +2,880 New
CFSG
674
Clark Financial Services Group
Missouri
$295K +$78K +722 +34%
QC
675
Quent Capital
New York
$294K -$3.02K -28 -1%

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.