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Pultegroup
PHM

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: 1,033 → 1,035 (+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: 5 → 4 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
2
Nuveen
Nuveen
North Carolina
+$84.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.1M
4
Franklin Resources
Franklin Resources
California
+$70.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$62.1M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
2
First Trust Advisors
First Trust Advisors
Illinois
-$140M
3
A
AustralianSuper
Australia
-$77.7M
4
Amundi
Amundi
France
-$65.6M
5
BlackRock
BlackRock
New York
-$63.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1001
Alphadyne Asset Management
New York
$1.51K +$1.34K +11 New
MAM
1002
Marquette Asset Management
Minnesota
$1.37K +$1.21K +10 New
DCM
1003
Davis Capital Management
Florida
$1.37K +$729 +6 +150%
HHCP
1004
Hilton Head Capital Partners
South Carolina
$1.37K +$1.21K +10 New
PS
1005
Planning Strategies
Pennsylvania
$1.37K +$1.21K +10 New
RWM
1006
Raffa Wealth Management
District of Columbia
$1.1K +$121 +1 +14%
DF
1007
Downshift Financial
Colorado
$1.1K +$972 +8 New
DF
1008
DecisionPoint Financial
Arizona
$1.06K +$729 +6 +300%
NWM
1009
Navigoe Wealth Management
California
$1K +$1.09K +9 New
KFG
1010
Kingdom Financial Group
Arizona
$833 -$1.58K -13 -68%
AWM
1011
Abound Wealth Management
Tennessee
$824 -$7.77K -64 -91%
SA
1012
Seneschal Advisors
Washington
$824 – – –
JFA
1013
JNBA Financial Advisors
Minnesota
$824 +$729 +6 New
PJC
1014
Phillip James Consulting
Minnesota
$823 – – –
MFP
1015
Meramec Financial Planners
Missouri
$784 +$729 +6 New
BCV
1016
Banque Cantonale Vaudoise
Switzerland
$772 -$183K -1,505 -21%
HHGA
1017
Halbert Hargrove Global Advisors
California
$713 +$607 +5 New
SWAG
1018
Spectrum Wealth Advisory Group
California
$688 +$607 +5 New
NSIM
1019
North Star Investment Management
Illinois
$686 -$2.31K -19 -79%
APW
1020
Aventura Private Wealth
Florida
$686 – – –
NL
1021
NVWM LLC
Pennsylvania
$686 – – –
NA
1022
Networth Advisors
Pennsylvania
$549 – – –
MBFW
1023
Morton Brown Family Wealth
Pennsylvania
$549 +$486 +4 New
M
1024
MOTCO
Texas
$549 +$486 +4 New
T
1025
Tidemark
California
$412 -$364 -3 -50%
39 40
41
42 43

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.