PHM icon

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 %
AGWCA
776
Annis Gardner Whiting Capital Advisors
Florida
$57.5K +$6.02K +57 +12%
RFG
777
REAP Financial Group
Texas
$56.2K +$36.7K +348 +188%
AWM
778
AllSquare Wealth Management
New York
$54.4K – – –
CPG
779
Cornerstone Planning Group
New Jersey
$54.2K -$7.38K -61 -12%
PMFA
780
Plante Moran Financial Advisors
Michigan
$52.7K – – –
RAM
781
Riggs Asset Management
Pennsylvania
$52.7K – – –
TWC
782
TD Waterhouse Canada
Ontario, Canada
$49.7K +$3.41K +31 +7%
RFA
783
Reyes Financial Architecture
California
$49.1K -$32.1K -304 -39%
OC
784
Oakworth Capital
Alabama
$49K -$6.75K -64 -12%
CAL
785
Capital Advisors Ltd
Ohio
$49K -$209 -2 -0.4%
CCA
786
Catalyst Capital Advisors
New York
$47.8K -$7.8K -74 -14%
PFBT
787
Parkside Financial Bank & Trust
Missouri
$47.6K +$6.01K +57 +14%
AT
788
Arlington Trust
Alabama
$46.4K – – –
DMBA
789
Deseret Mutual Benefit Administrators
Utah
$45.1K – – –
LAMC
790
Longview Asset Management (California)
California
$44.9K – – –
HIMS
791
Hager Investment Management Services
New Hampshire
$44.3K +$11.1K +105 +33%
FP
792
Financial Perspectives
Minnesota
$43.2K – – –
GSWM
793
Golden State Wealth Management
California
$43.1K -$52.7K -500 -55%
AA
794
Ancora Advisors
Ohio
$42.6K +$422 +4 +1%
SNB
795
Security National Bank
Nebraska
$41.1K – – –
CT
796
Coastline Trust
Rhode Island
$40.2K -$1.05M -9,922 -96%
TPWA
797
Twin Peaks Wealth Advisors
California
$37.1K +$37.1K +301 New
DIP
798
DT Investment Partners
Pennsylvania
$35.2K – – –
RC
799
Rexford Capital
Texas
$34.8K +$34.8K +330 New
HT
800
Headlands Technologies
Illinois
$34.7K -$109K -1,030 -76%
30 31
32
33 34