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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 %
PWM
901
Parkworth Wealth Management
California
$1.37K +$316 +3 +30%
LWMI
902
Legacy Wealth Management (Idaho)
Idaho
$1.27K -$844 -8 -40%
LIS
903
Legacy Investment Solutions
Idaho
$1.27K +$1.27K +12 New
BTD
904
BankPlus Trust Department
Mississippi
$1.16K – – –
BI
905
Binnacle Investments
Iowa
$1.16K – – –
TIM
906
Total Investment Management
Arizona
$1.07K +$1.07K +10 New
GC
907
Garde Capital
Washington
$1.06K – – –
OAJ
908
Ogorek Anthony Joseph
New York
$1K -$3.62K -47 -78%
PMAM
909
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
TCOV
910
Trust Company of Vermont
Vermont
$949 – – –
AWM
911
Activest Wealth Management
Florida
$949 +$949 +9 New
TIM
912
Tortoise Investment Management
New York
$949 +$949 +9 New
HIA
913
HFM Investment Advisors
New Jersey
$844 +$528 +5 +167%
KG
914
Kilter Group
New York
$739 +$739 +7 New
HWP
915
Highline Wealth Partners
California
$738 -$105 -1 -13%
MSWM
916
Mowery & Schoenfeld Wealth Management
Illinois
$633 – – –
SC
917
Stephens Consulting
Michigan
$633 +$633 +6 New
S
918
Sachetta
Massachusetts
$528 -$422 -4 -44%
FAM
919
Flaharty Asset Management
Florida
$527 -$1.79K -17 -77%
NL
920
NVWM LLC
Pennsylvania
$527 – – –
T
921
Transce3nd
Texas
$527 – – –
CA
922
Crewe Advisors
Utah
$422 – – –
WA
923
WestEnd Advisors
North Carolina
$422 – – –
ACA
924
American Capital Advisory
Idaho
$422 +$422 +4 New
DWM
925
Dogwood Wealth Management
Kansas
$327 -$1.31K -12 -80%
35 36
37
38 39