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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
ADL
926
Asset Dedication LLC
California
$2.16K -$540 -5 -19%
HFS
927
Hughes Financial Services
Virginia
$2.06K +$2.16K +20 New
LWMI
928
Legacy Wealth Management (Idaho)
Idaho
$2.06K
NSIM
929
North Star Investment Management
Illinois
$1.65K
DWM
930
Dogwood Wealth Management
Kansas
$1.54K +$1.62K +15 New
OCM
931
Osterweis Capital Management
California
$1.54K +$1.62K +15 New
RWM
932
Rialto Wealth Management
New York
$1.54K +$1.62K +15 New
STB
933
S&T Bank
Pennsylvania
$1.54K +$1.62K +15 New
ZBNA
934
Zions Bancorporation, National Association
Utah
$1.54K +$1.62K +15 New
WCM
935
WealthTrak Capital Management
Virginia
$1.13K -$108 -1 -8%
BTD
936
BankPlus Trust Department
Mississippi
$1.13K
BI
937
Binnacle Investments
Iowa
$1.13K +$1.19K +11 New
PWM
938
Parkworth Wealth Management
California
$1.03K
CAM
939
Chesapeake Asset Management
New York
$1.03K +$1.08K +10 New
GC
940
Garde Capital
Washington
$1.03K +$1.08K +10 New
PMAM
941
Picton Mahoney Asset Management
Ontario, Canada
$1K
S
942
Sachetta
Massachusetts
$926 -$1.19K -11 -55%
TFM
943
TFC Financial Management
Massachusetts
$926 -$864 -8 -47%
TCOV
944
Trust Company of Vermont
Vermont
$925
HWP
945
Highline Wealth Partners
California
$822
MSWM
946
Mowery & Schoenfeld Wealth Management
Illinois
$617 -$108 -1 -14%
AWM
947
Abound Wealth Management
Tennessee
$617
NL
948
NVWM LLC
Pennsylvania
$514 -$540 -5 -50%
T
949
Transce3nd
Texas
$514
CA
950
Crewe Advisors
Utah
$412

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.