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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
EWA
701
Exencial Wealth Advisors
Oklahoma
$257K +$7.56K +70 +3%
WTB
702
Washington Trust Bank
Washington
$257K
CPIG
703
Chicago Partners Investment Group
Illinois
$256K +$273K +2,526 New
SHFA
704
SC&H Financial Advisors
Maryland
$255K
BA
705
Bristlecone Advisors
Washington
$255K
BPW
706
Bingham Private Wealth
California
$254K +$267K +2,472 New
AF
707
Allworth Financial
California
$253K -$5.62K -52 -2%
HI
708
Harbour Investments
Wisconsin
$252K -$87.6K -811 -25%
TPA
709
Trivium Point Advisory
Connecticut
$252K -$22.9K -212 -8%
CRI
710
Colonial River Investments
Virginia
$251K -$79.9K -740 -23%
EH
711
Equitable Holdings
New York
$250K +$2.38K +22 +0.9%
ST
712
Smithfield Trust
Pennsylvania
$250K -$16.5K -153 -6%
IWC
713
Integrated Wealth Concepts
Massachusetts
$248K -$153K -1,416 -37%
SOW
714
State of Wyoming
Wyoming
$247K -$210K -1,942 -45%
SFI
715
Siemens Fonds Invest
Germany
$246K +$14.3K +132 +6%
MCM
716
Manchester Capital Management
Vermont
$245K -$216 -2 -0.1%
CPC
717
CFC Planning Company
Indiana
$245K +$257K +2,383 New
TAM
718
Trust Asset Management
Texas
$245K -$26.5K -245 -9%
CI
719
CX Institutional
Indiana
$244K -$136K -1,260 -35%
AIC
720
Archer Investment Corporation
Indiana
$243K
CAL
721
Capital Analysts LLC
Pennsylvania
$242K -$110K -1,015 -30%
BOH
722
Bank of Hawaii
Hawaii
$242K +$254K +2,353 New
OFW
723
Omnia Family Wealth
Florida
$240K +$19.4K +180 +8%
DT
724
Diversified Trust
Tennessee
$240K +$252K +2,332 New
FIA
725
Foundations Investment Advisors
Arizona
$240K +$252K +2,330 New

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.