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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
WA
951
WestEnd Advisors
North Carolina
$411 +$324 +3 +300%
HIA
952
HFM Investment Advisors
New Jersey
$309 +$324 +3 New
RWM
953
Ruedi Wealth Management
Illinois
$308
GA
954
GoalVest Advisory
New York
$308 +$324 +3 New
BMC
955
Bear Mountain Capital
Washington
$307 +$324 +3 New
RJA
956
Ross\Johnson & Associates
Minnesota
$206 +$216 +2 New
SFGP
957
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$206 +$216 +2 New
PWA
958
Principia Wealth Advisory
Texas
$194 -$324 -3 -60%
WOC
959
West Oak Capital
California
$87
VWM
960
Valley Wealth Managers
New Jersey
$1
TC
961
TwinBeech Capital
New York
-$30.2M -277,741 Closed
Los Angeles Capital Management
962
Los Angeles Capital Management
California
-$27.5M -252,470 Closed
PCM
963
Prana Capital Management
Connecticut
-$19.6M -179,685 Closed
EGM
964
Engineers Gate Manager
New York
-$15.5M -142,032 Closed
GIM
965
Generate Investment Management
New Zealand
-$12.4M -113,497 Closed
QT
966
Quantbot Technologies
New York
-$11.1M -102,058 Closed
MC
967
Muhlenkamp & Co
Pennsylvania
-$10.7M -98,071 Closed
OLA
968
Oliver Luxxe Assets
New Jersey
-$12.1M -96,247 Closed
CM
969
Crestline Management
Texas
-$8M -73,469 Closed
WAM
970
Weiss Asset Management
Massachusetts
-$6.9M -63,388 Closed
BCM
971
BTC Capital Management
Iowa
-$6.82M -62,670 Closed
NG
972
NatWest Group
United Kingdom
-$6.81M -62,547 Closed
SWC
973
Spectrum Wealth Counsel
Indiana
-$6.48M -59,529 Closed
USCWA
974
U.S. Capital Wealth Advisors
Texas
-$6.32M -57,996 Closed
MSE
975
MUFG Securities EMEA
United Kingdom
-$5.88M -54,000 Closed

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.