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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
WCA
726
Westover Capital Advisors
Delaware
$239K -$845K -7,826 -77%
BEI
727
Benjamin Edwards Inc
Missouri
$239K -$49.8K -461 -17%
DAS
728
Dynamic Advisor Solutions
Arizona
$237K +$249K +2,305 New
PCA
729
Pallas Capital Advisors
Massachusetts
$237K -$71.1K -658 -22%
SF
730
Summit Financial
New Jersey
$235K +$45K +417 +22%
PPWP
731
Premier Path Wealth Partners
New Jersey
$233K -$32.7K -303 -12%
CAM
732
Cidel Asset Management
Ontario, Canada
$232K -$14K -130 -5%
CFO
733
Callan Family Office
Pennsylvania
$231K -$17.7K -164 -7%
HW
734
Hancock Whitney
Mississippi
$231K +$243K +2,246 New
PCA
735
Providence Capital Advisors
North Carolina
$230K -$5.08K -47 -2%
MSWM
736
McGlone Suttner Wealth Management
Wisconsin
$230K +$14.4K +133 +6%
SI
737
Stephens Inc
Arkansas
$229K -$157K -1,455 -40%
IFG
738
Independent Financial Group
California
$228K +$1.3K +12 +0.5%
CWA
739
Carolina Wealth Advisors
South Carolina
$227K -$354K -3,275 -60%
CT
740
Colonial Trust
South Carolina
$226K +$3.13K +29 +1%
LIM
741
Leavell Investment Management
Alabama
$222K +$34.6K +320 +17%
OWA
742
Opal Wealth Advisors
New York
$222K +$233K +2,159 New
SWTS
743
Stonehaven Wealth & Tax Solutions
Wisconsin
$221K +$233K +2,154 New
GWANC
744
Guardian Wealth Advisors (North Carolina)
North Carolina
$219K +$2.59K +24 +1%
IIC
745
Integrated Investment Consultants
Michigan
$219K
SWA
746
Stratos Wealth Advisors
Ohio
$219K -$1.4K -13 -0.6%
SPA
747
Sherbrooke Park Advisers
New York
$218K -$201K -1,857 -47%
ANTB
748
AMG National Trust Bank
Colorado
$218K
PCIA
749
Prime Capital Investment Advisors
Kansas
$216K +$227K +2,102 New
EI
750
EDMP Inc
Florida
$215K +$226K +2,091 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.