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Pultegroup
PHM

Overview Fund Activity

934 hedge funds and large institutions have $19.5B invested in Pultegroup in 2025 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 331 increasing their positions, 376 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
934
Holders Change
-16
Holders Change %
-1.68%
% of All Funds
12.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
102
Increased
331
Reduced
376
Closed
104
Calls
$149M
Puts
$196M
Net Calls
-$47.4M
Net Calls Change
-$15M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$110M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$84.8M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$79.7M
4
First Trust Advisors
First Trust Advisors
Illinois
+$72.1M
5
JCM
Junto Capital Management
New York
+$60.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$163M
2
NL
Nuveen LLC
North Carolina
-$133M
3
Squarepoint
Squarepoint
New York
-$85.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$72.4M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
701
Colonial Trust
South Carolina
$232K -$422 -4 -0.2%
PCA
702
Pallas Capital Advisors
Massachusetts
$230K -$12.2K -116 -5%
FIA
703
Foundations Investment Advisors
Arizona
$228K -$17.3K -164 -7%
IC
704
IEQ Capital
California
$228K -$62K -588 -21%
PFM
705
Patton Fund Management
Texas
$228K +$228K +2,161 New
SWTS
706
Stonehaven Wealth & Tax Solutions
Wisconsin
$227K – – –
First Eagle Investment Management
707
First Eagle Investment Management
New York
$227K +$56.5K +536 +33%
GWANC
708
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K +$738 +7 +0.3%
AC
709
Apella Capital
Connecticut
$225K +$1.08K +10 +0.5%
RDWM
710
Red Door Wealth Management
Tennessee
$225K +$225K +2,129 New
ANTB
711
AMG National Trust Bank
Colorado
$224K – – –
SWA
712
Stratos Wealth Advisors
Ohio
$223K -$1.37K -13 -0.6%
FFG
713
Fortem Financial Group
California
$222K -$42.2K -400 -16%
EI
714
EDMP Inc
Florida
$221K – – –
OFW
715
Omnia Family Wealth
Florida
$218K -$28.3K -268 -11%
OWA
716
Opal Wealth Advisors
New York
$216K -$12K -114 -5%
MNBTD
717
Moody National Bank Trust Division
Texas
$215K – – –
JWS
718
Juncture Wealth Strategies
Arizona
$213K – – –
SLC
719
Second Line Capital
Louisiana
$212K +$212K +2,008 New
MWM
720
Maripau Wealth Management
Indiana
$210K +$210K +1,996 New
ICP
721
Interchange Capital Partners
Pennsylvania
$209K -$10.2K -97 -5%
RBFC
722
Roman Butler Fullerton & Co
Missouri
$209K +$209K +1,796 New
CI
723
Cigna Investments
Connecticut
$208K -$9.79K -93 -4%
AC
724
Avestar Capital
New York
$208K -$119K -1,124 -36%
CA
725
Clearstead Advisors
Ohio
$207K +$207K +1,961 New
27 28
29
30 31