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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
ICP
751
Interchange Capital Partners
Pennsylvania
$214K +$225K +2,080 New
SIS
752
Sound Income Strategies
Florida
$213K +$11.6K +107 +5%
CI
753
Cigna Investments
Connecticut
$212K -$4.54K -42 -2%
MNBTD
754
Moody National Bank Trust Division
Texas
$209K -$80.4K -744 -27%
JWS
755
Juncture Wealth Strategies
Arizona
$208K
PAM
756
Paradigm Asset Management
New York
$206K
AIP
757
Ameritas Investment Partners
Nebraska
$205K
BCM
758
Bridgeway Capital Management
Texas
$205K -$1.66M -15,360 -89%
AC
759
Apella Capital
Connecticut
$201K +$223K +2,066 New
WSFS
760
Wilmington Savings Fund Society
Delaware
$200K -$216 -2 -0.1%
CA
761
CoreCap Advisors
Michigan
$191K +$34.8K +322 +21%
BIG
762
Brooklyn Investment Group
New York
$185K +$63.3K +586 +48%
HWM
763
Hemington Wealth Management
Virginia
$182K +$4.32K +40 +2%
PTC
764
Private Trust Company
Ohio
$175K -$141K -1,307 -43%
SAM
765
Smartleaf Asset Management
Massachusetts
$174K -$41.4K -383 -18%
MPWT
766
MassMutual Private Wealth & Trust
Connecticut
$172K -$18.8K -174 -9%
WF
767
Wayfinding Financial
Washington
$167K -$97.1K -899 -36%
C
768
Covestor
United Kingdom
$167K +$62.8K +581 +56%
First Eagle Investment Management
769
First Eagle Investment Management
New York
$166K -$132K -1,225 -43%
PWS
770
Peterson Wealth Services
Utah
$159K -$756 -7 -0.4%
BTI
771
Blue Trust Inc
Georgia
$159K +$3.46K +32 +2%
PSFG
772
Park Square Financial Group
Georgia
$158K -$324 -3 -0.2%
O
773
Ossiam
France
$155K +$43.5K +403 +37%
MG
774
Mather Group
Illinois
$154K -$19K -176 -11%
BF
775
BOK Financial
Oklahoma
$151K

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.