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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
Canada Life
51
Canada Life
Manitoba, Canada
$54.3M +$19.9M +184,622 +54%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$54M -$623K -5,764 -1%
Wells Fargo
53
Wells Fargo
California
$53.6M -$21.7M -200,753 -28%
Alyeska Investment Group
54
Alyeska Investment Group
Illinois
$53.3M +$56M +518,112 New
Russell Investments Group
55
Russell Investments Group
United Kingdom
$53M -$11.8M -108,791 -17%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$52.1M +$7.97M +73,762 +17%
Raymond James Financial
57
Raymond James Financial
Florida
$50M -$7.45M -68,972 -12%
AQR Capital Management
58
AQR Capital Management
Connecticut
$48.7M -$105M -975,654 -67%
DB
59
Danske Bank
Denmark
$47.8M +$21.5M +199,473 +75%
HA
60
Homestead Advisers
Virginia
$46.9M
National Pension Service
61
National Pension Service
South Korea
$46.6M +$5.75M +53,221 +13%
Zurich Cantonal Bank
62
Zurich Cantonal Bank
Switzerland
$44.6M +$9.72M +89,976 +26%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$44.4M +$4.3M +39,776 +10%
Marshall Wace
64
Marshall Wace
United Kingdom
$44.3M +$23.6M +218,441 +103%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$41.8M +$3.88M +35,958 +10%
QCM
66
QRG Capital Management
Illinois
$39.7M -$957K -8,856 -2%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$38M -$3.89K -36 -0%
Mackenzie Financial
68
Mackenzie Financial
Ontario, Canada
$37.4M +$776K +7,181 +2%
LPL Financial
69
LPL Financial
California
$36.6M -$3.73M -34,559 -9%
Mitsubishi UFJ Asset Management
70
Mitsubishi UFJ Asset Management
Japan
$36M +$3.63M +33,654 +11%
American Century Companies
71
American Century Companies
Missouri
$32.6M +$2.8M +25,899 +9%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$32.5M +$316K +2,930 +0.9%
Cohen & Steers
73
Cohen & Steers
New York
$32.2M +$33.8M +313,394 New
VF
74
Vest Financial
Virginia
$32.1M +$31.4M +290,564 +1,311%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$32M -$14.7M -136,254 -30%

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.