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Pultegroup

984 hedge funds and large institutions have $23.7B invested in Pultegroup in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 340 increasing their positions, 353 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 78

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more capital invested

Capital invested by funds: $19.6B → $23.7B (+$4.18B)

4% more funds holding

Funds holding: 944984 (+40)

7% more call options, than puts

Call options by funds: $234M | Put options by funds: $218M

4% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 353

1.46% less ownership

Funds ownership: 92.46%91% (-1.5%)

Holders
984
Holders Change
+40
Holders Change %
+4.24%
% of All Funds
12.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
132
Increased
340
Reduced
353
Closed
78
Calls
$234M
Puts
$218M
Net Calls
+$16.2M
Net Calls Change
+$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
826
Parkside Financial Bank & Trust
Missouri
$54.4K -$4.84K -39 -9%
PPC
827
Park Place Capital
Alabama
$54.2K -$27.6K -222 -35%
GSWM
828
Golden State Wealth Management
California
$54K
RFP
829
Root Financial Partners
California
$53.8K +$50.5K +407 New
AA
830
Ancora Advisors
Ohio
$53.4K
SIC
831
SJS Investment Consulting
Ohio
$52.3K +$46K +370 +1,423%
TWD
832
True Wealth Design
Ohio
$47K +$30.8K +248 +230%
DIP
833
DT Investment Partners
Pennsylvania
$44.1K
RC
834
Rexford Capital
Texas
$43.6K
CWP
835
Concord Wealth Partners
Virginia
$42.3K -$119K -956 -75%
SNB
836
Security National Bank
Nebraska
$41.9K -$9.07K -73 -19%
WT
837
Whittier Trust
California
$38.5K
SIC
838
Salem Investment Counselors
North Carolina
$37.7K
PWMG
839
Private Wealth Management Group
New Jersey
$35.8K +$24.8K +200 +282%
W
840
WealthCollab
Washington
$35.5K -$1.86K -15 -5%
RF
841
Rossby Financial
Florida
$35.4K +$1.99K +16 +6%
DWM
842
Darwin Wealth Management
Florida
$35K -$1.23M -9,866 -97%
WA
843
WPG Advisers
Maryland
$34.2K
FP
844
Financial Perspectives
Minnesota
$33K -$19.9K -160 -39%
TFA
845
Transamerica Financial Advisors
Florida
$32.3K +$30.3K +244 New
PSFG
846
Park Square Financial Group
Georgia
$31.4K -$159K -1,280 -84%
SWP
847
Strategic Wealth Partners
Ohio
$30.7K +$11.7K +94 +68%
LI
848
LRI Investments
Florida
$29.2K
JWA
849
JFS Wealth Advisors
Pennsylvania
$28K
CB
850
Community Bank
New York
$27.7K