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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
SWM
976
SHP Wealth Management
Massachusetts
$3.17K +$3.46K +27 New
GWM
977
Gilpin Wealth Management
Colorado
$2.94K
IWM
978
IMG Wealth Management
Florida
$2.94K +$3.2K +25 New
NSIM
979
North Star Investment Management
Illinois
$2.82K -$1.02K -8 -25%
CIAS
980
CBIZ Investment Advisory Services
Ohio
$2.59K -$3.97K -31 -58%
GIA
981
GHP Investment Advisors
Colorado
$2.59K
ADL
982
Asset Dedication LLC
California
$2.47K
MO
983
McMillan Office
Michigan
$2.47K
TCM
984
Triumph Capital Management
Colorado
$2.36K +$1.54K +12 +150%
EWP
985
Elevation Wealth Partners
California
$2.35K +$2.56K +20 New
BGAI
986
Bruce G. Allen Investments
Colorado
$2.35K
JSAM
987
J. Safra Asset Management
New York
$2.35K
IWP
988
IAG Wealth Partners
Wisconsin
$2.31K
LAS
989
Lloyd Advisory Services
Georgia
$2.24K -$33.8K -264 -93%
KFG
990
Kingdom Financial Group
Arizona
$2.24K +$1.67K +13 +217%
HFS
991
Hughes Financial Services
Virginia
$2.12K +$256 +2 +13%
WSFG
992
Wall Street Financial Group
Illinois
$2.12K +$2.31K +18 New
KG
993
Kilter Group
New York
$2K +$897 +7 +70%
ACA
994
American Capital Advisory
Idaho
$1.88K +$1.15K +9 +129%
DF
995
Dunhill Financial
United Kingdom
$1.79K -$384 -3 -17%
Twin Tree Management
996
Twin Tree Management
Texas
$1.65K +$1.79K +14 New
CFG
997
Clayton Financial Group
Missouri
$1.53K -$3.07K -24 -65%
SVCP
998
Silicon Valley Capital Partners
California
$1.53K +$1.67K +13 New
VWM
999
Vermillion Wealth Management
Minnesota
$1.41K +$1.54K +12 New
BTD
1000
BankPlus Trust Department
Mississippi
$1.29K

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.