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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 %
PWMG
876
Prestige Wealth Management Group
New Jersey
$4.65K – – –
HHMI
877
Howard Hughes Medical Institute
Maryland
$4.54K +$4.54K +43 New
VNA
878
Valley National Advisers
Pennsylvania
$4K -$526 -5 -12%
OP
879
ORG Partners
Indiana
$3.86K -$2.86K -26 -43%
CIA
880
Cape Investment Advisory
Georgia
$3.8K – – –
EPW
881
Evergreen Private Wealth
Colorado
$3.69K +$3.69K +35 New
HWA
882
Heritage Wealth Advisors
Virginia
$3.38K – – –
CIAS
883
CBIZ Investment Advisory Services
Ohio
$3.27K +$3.27K +31 New
TCA
884
Trifecta Capital Advisors
Illinois
$3.27K – – –
TFM
885
TFC Financial Management
Massachusetts
$3.27K +$2.32K +22 +244%
STB
886
S&T Bank
Pennsylvania
$3.16K +$1.58K +15 +100%
ZBNA
887
Zions Bancorporation, National Association
Utah
$3.16K +$1.58K +15 +100%
DI
888
DAGCO Inc
Ohio
$3.06K – – –
PA
889
Pineridge Advisors
Missouri
$2.98K – – –
SIC
890
SJS Investment Consulting
Ohio
$2.74K -$2.11K -20 -43%
TC
891
Truvestments Capital
Florida
$2.74K +$2.74K +26 New
GIA
892
GHP Investment Advisors
Colorado
$2.32K – – –
WCM
893
WealthTrak Capital Management
Virginia
$2.32K +$1.16K +11 +100%
ADL
894
Asset Dedication LLC
California
$2.22K – – –
SWM
895
Spire Wealth Management
Virginia
$2.11K -$310K -2,936 -99%
BGAI
896
Bruce G. Allen Investments
Colorado
$2.11K -$2.95K -28 -58%
IWP
897
IAG Wealth Partners
Wisconsin
$2.07K -$3.72K -36 -64%
HFS
898
Hughes Financial Services
Virginia
$1.8K -$601 -5 -25%
RWM
899
Rialto Wealth Management
New York
$1.69K +$106 +1 +7%
DF
900
Dunhill Financial
United Kingdom
$1.67K -$3.89K -35 -70%
34 35
36
37 38