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Pultegroup

1,033 hedge funds and large institutions have $20.7B invested in Pultegroup in 2026 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 384 increasing their positions, 377 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $140M | Put options by funds: $92.2M

21% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 94

2% more repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 377

0.37% more ownership

Funds ownership: 91.61%91.98% (+0.37%)

0% more funds holding

Funds holding: 1,0321,033 (+1)

1% less capital invested

Capital invested by funds: $20.9B → $20.7B (-$224M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
1,033
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
12.64%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
114
Increased
384
Reduced
377
Closed
94
Calls
$140M
Puts
$92.2M
Net Calls
+$47.6M
Net Calls Change
-$77M
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
951
Red Tortoise LLC
Georgia
$6.35K
FFG
952
Forum Finance Group
$6K +$8.96K +70 New
GWSA
953
Global Wealth Strategies & Associates
Colorado
$5.88K
DPW
954
DiNuzzo Private Wealth
Pennsylvania
$5.76K
SA
955
Scarborough Advisors
Maryland
$5.64K +$6.15K +48 New
CFM
956
Cornerstone Financial Management
Massachusetts
$5.41K +$512 +4 +10%
PWMG
957
Prestige Wealth Management Group
New Jersey
$5.19K -$640 -5 -10%
IAS
958
IMA Advisory Services
Colorado
$5.07K
KA
959
Kozak & Associates
Colorado
$4.96K
BH
960
Burk Holdings
Oklahoma
$4.94K +$5.38K +42 New
GG
961
Gleason Group
Kentucky
$4.71K
SS
962
SBI Securities
Japan
$4.7K -$768 -6 -13%
NRG
963
Nemes Rush Group
Michigan
$4.7K
CPL
964
Capital & Planning LLC
Georgia
$4.7K +$5.12K +40 New
CA
965
Crewe Advisors
Utah
$4.12K +$2.82K +22 +169%
PSFG
966
Park Square Financial Group
Georgia
$4.12K -$34.3K -268 -88%
OAJ
967
Ogorek Anthony Joseph
New York
$4K -$3.2K -25 -38%
EFMH
968
E Fund Management (HK)
Hong Kong
$4K
SC
969
SouthState Corp
Florida
$4K +$512 +4 +13%
PWAM
970
Private Wealth Asset Management
Iowa
$3.76K -$384 -3 -9%
HWA
971
Heritage Wealth Advisors
Virginia
$3.76K
RWM
972
Rialto Wealth Management
New York
$3.53K +$1.02K +8 +36%
DI
973
DAGCO Inc
Ohio
$3.41K
HWP
974
Highline Wealth Partners
California
$3.29K +$2.69K +21 +300%
GWM
975
Geneos Wealth Management
Colorado
$3.18K -$1.41K -11 -29%

PHM Hedge Fund Activity: Q1 2026 in Review

1,033 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2026, worth a combined $20.7B — down 1.1% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PHM positions and 94 closed out — a net gain of 20 holders — while 384 added to existing stakes and 377 trimmed.

The largest buyer was Franklin Resources, adding an estimated $182M. The largest seller was AGF Management, cutting an estimated $174M.

  • 1,033 institutional investors held Pultegroup (PHM) as of Q1 2026, up from 1,032 in Q4 2025.
  • Funds reported $20.7B of Pultegroup stock for Q1 2026, down 1.1% quarter-over-quarter.
  • 114 funds opened new Pultegroup positions in Q1 2026 and 94 closed out, a net change of +20 holders.
  • The largest Pultegroup buyer in Q1 2026 was Franklin Resources, an estimated $182M added.
  • The largest Pultegroup seller in Q1 2026 was AGF Management, an estimated $174M sold.

Based on aggregated 13F filings for Q1 2026.