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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
IWP
901
IAG Wealth Partners
Wisconsin
$5.76K
SIM
902
Synergy Investment Management
Florida
$5.76K
PB
903
Pinnacle Bancorp
Nebraska
$5.65K +$2.48K +23 +72%
TWD
904
True Wealth Design
Ohio
$5.55K +$4.1K +38 +238%
RTL
905
Red Tortoise LLC
Georgia
$5.55K
WPA
906
West Paces Advisors
Georgia
$5.45K
HIA
907
Harbor Investment Advisory
Maryland
$5.35K
Bank Julius Baer & Co
908
Bank Julius Baer & Co
Switzerland
$5.34K -$199K -1,841 -97%
KA
909
Kozak & Associates
Colorado
$5.19K
DF
910
Dunhill Financial
United Kingdom
$5.14K -$324 -3 -6%
DPW
911
DiNuzzo Private Wealth
Pennsylvania
$5.04K -$108 -1 -2%
CWC
912
Carolinas Wealth Consulting
North Carolina
$5.04K +$540 +5 +11%
BGAI
913
Bruce G. Allen Investments
Colorado
$4.93K
SIC
914
SJS Investment Consulting
Ohio
$4.73K
PWMG
915
Prestige Wealth Management Group
New Jersey
$4.53K
CWM
916
Cranbrook Wealth Management
Michigan
$4.42K +$4.64K +43 New
VNA
917
Valley National Advisers
Pennsylvania
$4K -$2.81K -26 -38%
CIA
918
Cape Investment Advisory
Georgia
$3.7K -$108 -1 -3%
HWA
919
Heritage Wealth Advisors
Virginia
$3.29K -$756 -7 -18%
TCA
920
Trifecta Capital Advisors
Illinois
$3.19K
DI
921
DAGCO Inc
Ohio
$2.98K +$3.13K +29 New
PA
922
Pineridge Advisors
Missouri
$2.9K
RPA
923
Redwood Park Advisors
California
$2.47K +$216 +2 +9%
GIA
924
GHP Investment Advisors
Colorado
$2.26K
FAM
925
Flaharty Asset Management
Florida
$2.26K +$2.38K +22 New

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.