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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
SWM
976
SHP Wealth Management
Massachusetts
$3.29K -$364 -3 -11%
APW
977
Allied Private Wealth
Florida
$3.09K +$3.04K +25 New
DWM
978
Dogwood Wealth Management
Kansas
$3.02K -$7.41K -61 -73%
AAG
979
Armstrong Advisory Group
Massachusetts
$3.02K -$4.98K -41 -65%
GIA
980
GHP Investment Advisors
Colorado
$3.02K
GSEP
981
Golden State Equity Partners
California
$3.02K -$454K -3,740 -99%
ADL
982
Asset Dedication LLC
California
$2.88K
HIA
983
HFM Investment Advisors
New Jersey
$2.88K +$1.21K +10 +91%
MO
984
McMillan Office
Michigan
$2.88K
BGAI
985
Bruce G. Allen Investments
Colorado
$2.74K
JSAM
986
J. Safra Asset Management
New York
$2.74K
IWP
987
IAG Wealth Partners
Wisconsin
$2.69K
TCM
988
Triumph Capital Management
Colorado
$2.61K -$121 -1 -5%
CIAS
989
CBIZ Investment Advisory Services
Ohio
$2.59K
PSFG
990
Park Square Financial Group
Georgia
$2.47K -$2.06K -17 -49%
KG
991
Kilter Group
New York
$2.47K +$121 +1 +6%
WA
992
Whipplewood Advisors
Colorado
$2.33K -$15.2K -125 -88%
RWS
993
Retirement Wealth Solutions
Wisconsin
$2.33K +$1.58K +13 +325%
DF
994
Dunhill Financial
United Kingdom
$2.23K +$121 +1 +7%
EWM
995
Evolution Wealth Management
Florida
$2.19K +$1.94K +16 New
MWM
996
Mosley Wealth Management
California
$2.19K +$1.94K +16 New
TFM
997
TFC Financial Management
Massachusetts
$2.06K +$850 +7 +88%
ACA
998
American Capital Advisory
Idaho
$1.92K -$243 -2 -13%
AWM
999
Activest Wealth Management
Florida
$1.65K -$5.46K -45 -79%
BTD
1000
BankPlus Trust Department
Mississippi
$1.51K

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.