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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
PPC
801
Park Place Capital
Alabama
$62.9K -$296K -2,736 -82%
SIM
802
Sentry Investment Management
Wisconsin
$61K +$68.8K +637 New
QL
803
Quarry LP
New York
$58.7K +$18.8K +174 +44%
MAM
804
Morse Asset Management
Connecticut
$58.6K -$258K -2,385 -81%
CA
805
Continuum Advisory
Idaho
$57.6K +$6.16K +57 +11%
OC
806
Oakworth Capital
Alabama
$54.4K +$5.83K +54 +11%
CCA
807
Catalyst Capital Advisors
New York
$54.2K +$56.9K +527 New
RFS
808
Richardson Financial Services
Massachusetts
$53K -$11.4K -106 -17%
AWM
809
AllSquare Wealth Management
New York
$53K
CPG
810
Cornerstone Planning Group
New Jersey
$51.4K +$1.4K +13 +3%
PMFA
811
Plante Moran Financial Advisors
Michigan
$51.4K
RAM
812
Riggs Asset Management
Pennsylvania
$51.4K
CH
813
Cromwell Holdings
Wyoming
$50.7K +$1.08K +10 +2%
AGWCA
814
Annis Gardner Whiting Capital Advisors
Florida
$50.2K
MCM
815
MV Capital Management
Maryland
$49.3K +$1.19K +11 +2%
CAL
816
Capital Advisors Ltd
Ohio
$48K -$3.35K -31 -6%
HFS
817
Hantz Financial Services
Michigan
$47K +$6.48K +60 +15%
EWM
818
Evermay Wealth Management
Virginia
$46.3K
AT
819
Arlington Trust
Alabama
$45.2K
DJSG
820
D.J. St. Germain
Massachusetts
$45.2K
DMBA
821
Deseret Mutual Benefit Administrators
Utah
$44K
LAMC
822
Longview Asset Management (California)
California
$43.8K -$5.08K -47 -10%
TWC
823
TD Waterhouse Canada
Ontario, Canada
$43.4K +$7.78K +72 +21%
FP
824
Financial Perspectives
Minnesota
$42.1K
EWA
825
EverSource Wealth Advisors
Alabama
$41.9K +$12.5K +116 +40%

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.