We are live on ! Find out more
PHM icon

Pultegroup

1,035 hedge funds and large institutions have $24.4B invested in Pultegroup in 2026 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 362 increasing their positions, 408 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 97

18% more capital invested

Capital invested by funds: $20.7B → $24.4B (+$3.71B)

1.57% more ownership

Funds ownership: 91.98%93.55% (+1.6%)

7% more call options, than puts

Call options by funds: $156M | Put options by funds: $146M

0% more funds holding

Funds holding: 1,0331,035 (+2)

11% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 408

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
1,035
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
12.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
120
Increased
362
Reduced
408
Closed
97
Calls
$156M
Puts
$146M
Net Calls
+$9.64M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
951
Concord Wealth Partners
Virginia
$7.13K +$6.32K +52 New
KAS
952
Kemnay Advisory Services
New York
$6.86K -$3.28K -27 -35%
DPW
953
DiNuzzo Private Wealth
Pennsylvania
$6.72K
SS
954
SBI Securities
Japan
$6.31K +$729 +6 +15%
PWMG
955
Prestige Wealth Management Group
New Jersey
$6.05K
RWM
956
Rialto Wealth Management
New York
$6.04K +$1.7K +14 +47%
SSG
957
Summit Securities Group
New York
$6.04K -$60.4K -497 -92%
BH
958
Burk Holdings
Oklahoma
$5.76K
CCMI
959
Creative Capital Management Investments
California
$5.76K +$5.1K +42 New
EWP
960
Elevation Wealth Partners
California
$5.63K +$2.55K +21 +105%
GG
961
Gleason Group
Kentucky
$5.51K
SHIM
962
Stone House Investment Management
Pennsylvania
$5.49K -$2.19K -18 -31%
NRG
963
Nemes Rush Group
Michigan
$5.49K
KA
964
Kozak & Associates
Colorado
$5.4K
NAAA
965
New Age Alpha Advisors
New York
$5.08K -$16.8K -138 -79%
OAJ
966
Ogorek Anthony Joseph
New York
$5K
IWM
967
IMG Wealth Management
Florida
$4.94K +$1.34K +11 +44%
EFMH
968
E Fund Management (HK)
Hong Kong
$4.67K
HWA
969
Heritage Wealth Advisors
Virginia
$4.39K
PWAM
970
Private Wealth Asset Management
Iowa
$4.39K
SWM
971
Spire Wealth Management
Virginia
$3.57K -$44.7K -368 -93%
HFS
972
Hughes Financial Services
Virginia
$3.57K +$972 +8 +44%
AEPWM
973
Atlantic Edge Private Wealth Management
Florida
$3.43K -$8.5K -70 -74%
GWM
974
Gilpin Wealth Management
Colorado
$3.43K
GWM
975
Geneos Wealth Management
Colorado
$3.3K -$364 -3 -11%

PHM Hedge Fund Activity: Q2 2026 in Review

1,035 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2026, worth a combined $24.4B — up 18% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new PHM positions and 97 closed out — a net gain of 23 holders — while 362 added to existing stakes and 408 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $104M. The largest seller was T. Rowe Price Associates, cutting an estimated $232M.

  • 1,035 institutional investors held Pultegroup (PHM) as of Q2 2026, up from 1,033 in Q1 2026.
  • Funds reported $24.4B of Pultegroup stock for Q2 2026, up 18% quarter-over-quarter.
  • 120 funds opened new Pultegroup positions in Q2 2026 and 97 closed out, a net change of +23 holders.
  • The largest Pultegroup buyer in Q2 2026 was Capital Research Global Investors, an estimated $104M added.
  • The largest Pultegroup seller in Q2 2026 was T. Rowe Price Associates, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2026.