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Pultegroup

984 hedge funds and large institutions have $23.7B invested in Pultegroup in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 340 increasing their positions, 353 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 78

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more capital invested

Capital invested by funds: $19.6B → $23.7B (+$4.18B)

4% more funds holding

Funds holding: 944984 (+40)

7% more call options, than puts

Call options by funds: $234M | Put options by funds: $218M

4% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 353

1.46% less ownership

Funds ownership: 92.46%91% (-1.5%)

Holders
984
Holders Change
+40
Holders Change %
+4.24%
% of All Funds
12.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
132
Increased
340
Reduced
353
Closed
78
Calls
$234M
Puts
$218M
Net Calls
+$16.2M
Net Calls Change
+$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
926
Heritage Wealth Advisors
Virginia
$4.23K
TFM
927
TFC Financial Management
Massachusetts
$4.1K
TCA
928
Trifecta Capital Advisors
Illinois
$4.1K
SC
929
SouthState Corp
Florida
$3.96K -$5.59K -45 -60%
ZBNA
930
Zions Bancorporation, National Association
Utah
$3.96K
DI
931
DAGCO Inc
Ohio
$3.83K
PA
932
Pineridge Advisors
Missouri
$3.74K
TC
933
Truvestments Capital
Florida
$3.44K
GIA
934
GHP Investment Advisors
Colorado
$2.91K
MAM
935
Marquette Asset Management
Minnesota
$2.91K +$2.73K +22 New
ADL
936
Asset Dedication LLC
California
$2.77K
RWM
937
Rialto Wealth Management
New York
$2.77K +$621 +5 +31%
BGAI
938
Bruce G. Allen Investments
Colorado
$2.64K
IWP
939
IAG Wealth Partners
Wisconsin
$2.59K
KG
940
Kilter Group
New York
$2.51K +$1.49K +12 +171%
SWM
941
Spire Wealth Management
Virginia
$2.25K -$373 -3 -15%
TIM
942
Tortoise Investment Management
New York
$2.11K +$869 +7 +78%
DF
943
Dunhill Financial
United Kingdom
$2.09K +$124 +1 +7%
OCM
944
Orion Capital Management
California
$1.98K +$1.86K +15 New
TPBG
945
Turning Point Benefit Group
Maryland
$1.88K +$1.74K +14 New
HFS
946
Hughes Financial Services
Virginia
$1.8K
AT
947
Avalon Trust
New Mexico
$1.72K +$1.61K +13 New
LWMI
948
Legacy Wealth Management (Idaho)
Idaho
$1.59K
AWM
949
Activest Wealth Management
Florida
$1.59K +$373 +3 +33%
CMA
950
Cedar Mountain Advisors
Oregon
$1.59K +$1.49K +12 New