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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
LWANC
876
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.3K
SC
877
SouthState Corp
Florida
$9.56K +$10K +93 New
NMG
878
New Millennium Group
Utah
$9.15K -$1.19K -11 -11%
BCMLT
879
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.05K +$6.48K +60 +214%
GFPC
880
Global Financial Private Client
Florida
$8.84K -$724K -6,704 -99%
AP
881
Aspect Partners
Virginia
$8.63K -$324 -3 -3%
PWMG
882
Private Wealth Management Group
New Jersey
$8.53K -$324 -3 -3%
SCB
883
Saudi Central Bank
Saudi Arabia
$8.33K +$8.75K +81 New
CTWM
884
Cherry Tree Wealth Management
Minnesota
$8.22K +$8.64K +80 New
AW
885
Avion Wealth
Texas
$8K
HBW
886
Hazlett, Burt & Watson
West Virginia
$8K +$8.21K +76 New
HNW
887
High Note Wealth
Minnesota
$7.5K
AEPWM
888
Atlantic Edge Private Wealth Management
Florida
$7.2K -$5.4K -50 -42%
RS
889
Rakuten Securities
Japan
$7.2K -$1.73K -16 -19%
CSC
890
Caldwell Sutter Capital
California
$7.09K
AA
891
Addison Advisors
Vermont
$6.99K +$1.62K +15 +28%
AF
892
Atala Financial
California
$6.79K
GP
893
Greenline Partners
New York
$6.79K +$7.13K +66 New
CAWM
894
Capital A Wealth Management
Pennsylvania
$6.48K -$432 -4 -6%
OP
895
ORG Partners
Indiana
$6.29K -$53K -491 -89%
HCM
896
Hollencrest Capital Management
California
$6.17K -$96.6K -894 -94%
FFA
897
Frazier Financial Advisors
Ohio
$6.07K
OAJ
898
Ogorek Anthony Joseph
New York
$6K +$6.48K +60 New
MSWA
899
Marshall & Sterling Wealth Advisors
New York
$5.96K +$6.26K +58 New
GWSA
900
Global Wealth Strategies & Associates
Colorado
$5.86K

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.