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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
RP
1051
Riverwater Partners
Wisconsin
-$240K -2,204 Closed
FHA
1052
Flagship Harbor Advisors
Massachusetts
-$237K -2,176 Closed
MAM
1053
Madison Asset Management
Wisconsin
-$233K -2,140 Closed
SG
1054
Sienna Gestion
France
-$227K -2,082 Closed
NI
1055
NDVR Inc
Massachusetts
-$216K -1,984 Closed
NCFG
1056
New Century Financial Group
New Jersey
-$217K -1,975 Closed
VC
1057
Vicus Capital
Pennsylvania
-$213K -1,954 Closed
WAP
1058
Wealthcare Advisory Partners
Pennsylvania
-$211K -1,940 Closed
PWMG
1059
Pinnacle Wealth Management Group
Michigan
-$207K -1,900 Closed
PFA
1060
Pathway Financial Advisors
Vermont
-$203K -1,860 Closed
FRA
1061
Frank Rimerman Advisors
California
-$202K -1,856 Closed
DCM
1062
DGS Capital Management
New Jersey
-$202K -1,854 Closed
CFGS
1063
Concourse Financial Group Securities
Alabama
-$216K -1,851 Closed
RDWM
1064
Red Door Wealth Management
Tennessee
-$201K -1,850 Closed
RBFC
1065
Roman Butler Fullerton & Co
Missouri
-$203K -1,715 Closed
HFM
1066
Harvest Fund Management
China
-$156K -1,433 Closed
CMBA
1067
C.M. Bidwell & Associates
Hawaii
-$153K -1,401 Closed
CAS
1068
Coppell Advisory Solutions
Texas
-$138K -1,271 Closed
CA
1069
Clearstead Advisors
Ohio
-$89.5K -822 Closed
AWM
1070
Avior Wealth Management
Nebraska
-$81.9K -752 Closed
PGAM
1071
Princeton Global Asset Management
New Jersey
-$52.4K -481 Closed
RS
1072
R Squared
Hong Kong
-$39.2K -360 Closed
JFA
1073
JNBA Financial Advisors
Minnesota
-$32.7K -300 Closed
EFG
1074
Ethos Financial Group
Pennsylvania
-$20.6K -189 Closed
TPW
1075
Talon Private Wealth
Florida
-$10.8K -99 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.