We are live on ! Find out more
PHM icon

Pultegroup

984 hedge funds and large institutions have $23.7B invested in Pultegroup in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 340 increasing their positions, 353 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 78

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more capital invested

Capital invested by funds: $19.6B → $23.7B (+$4.18B)

4% more funds holding

Funds holding: 944984 (+40)

7% more call options, than puts

Call options by funds: $234M | Put options by funds: $218M

4% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 353

1.46% less ownership

Funds ownership: 92.46%91% (-1.5%)

Holders
984
Holders Change
+40
Holders Change %
+4.24%
% of All Funds
12.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
132
Increased
340
Reduced
353
Closed
78
Calls
$234M
Puts
$218M
Net Calls
+$16.2M
Net Calls Change
+$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
701
Stephens Inc
Arkansas
$300K
CWG
702
Cornerstone Wealth Group
North Carolina
$299K +$281K +2,264 New
PCA
703
Providence Capital Advisors
North Carolina
$296K
BRWA
704
B. Riley Wealth Advisors
Florida
$295K -$2.11K -17 -0.8%
TPA
705
Trivium Point Advisory
Connecticut
$293K -$50.2K -404 -15%
HW
706
Hancock Whitney
Mississippi
$290K -$6.09K -49 -2%
PCA
707
Pallas Capital Advisors
Massachusetts
$290K +$994 +8 +0.4%
CFB
708
Cullen/Frost Bankers
Texas
$289K -$3.1K -25 -1%
CT
709
Colonial Trust
South Carolina
$287K -$2.86K -23 -1%
PFM
710
Patton Fund Management
Texas
$286K
ST
711
Smithfield Trust
Pennsylvania
$285K -$23.8K -192 -8%
SWP
712
Stratos Wealth Partners
Ohio
$283K +$29.9K +241 +13%
OL
713
Optas LLC
Texas
$281K +$265K +2,130 New
RDWM
714
Red Door Wealth Management
Tennessee
$281K
ANTB
715
AMG National Trust Bank
Colorado
$280K
GWANC
716
Guardian Wealth Advisors (North Carolina)
North Carolina
$280K -$2.24K -18 -0.8%
FFG
717
Fortem Financial Group
California
$278K
AC
718
AlphaCore Capital
California
$277K +$260K +2,091 New
SWA
719
Stratos Wealth Advisors
Ohio
$277K -$2.36K -19 -0.9%
EI
720
EDMP Inc
Florida
$276K
SSG
721
Summit Securities Group
New York
$274K +$81.1K +653 +46%
OWA
722
Opal Wealth Advisors
New York
$274K +$3.1K +25 +1%
SWTS
723
Stonehaven Wealth & Tax Solutions
Wisconsin
$273K -$10.6K -85 -4%
OFW
724
Omnia Family Wealth
Florida
$273K
MNBTD
725
Moody National Bank Trust Division
Texas
$269K