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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
KA
1101
Kovack Advisors
Florida
-$206K -1,760 Closed
BPWM
1102
Badgley Phelps Wealth Managers
Washington
-$206K -1,754 Closed
BP
1103
BBR Partners
New York
-$204K -1,738 Closed
SAG
1104
SageView Advisory Group
California
-$130K -1,105 Closed
SIM
1105
Sentry Investment Management
Wisconsin
-$51K -431 Closed
EW
1106
Elyxium Wealth
California
-$40.9K -349 Closed
CWP
1107
Concord Wealth Partners
Virginia
-$25.9K -221 Closed
CP
1108
Camelot Portfolios
Ohio
-$23.5K -200 Closed
LWANC
1109
Laurel Wealth Advisors (North Carolina)
North Carolina
-$13K -111 Closed
LB
1110
Legacy Bridge
Iowa
-$9.5K -81 Closed
PIS
1111
POM Investment Strategies
North Carolina
-$8.39K -72 Closed
NL
1112
Navalign LLC
California
-$8.21K -70 Closed
SA
1113
Strategic Advocates
Utah
-$7.57K -64 Closed
HIA
1114
Harbor Investment Advisory
Maryland
-$6.1K -52 Closed
HHMI
1115
Howard Hughes Medical Institute
Maryland
-$4.92K -42 Closed
LIA
1116
Luken Investment Analytics
Tennessee
-$4.81K -41 Closed
TPBG
1117
Turning Point Benefit Group
Maryland
-$3.28K -28 Closed
PWMA
1118
Pension & Wealth Management Advisors
Massachusetts
-$2.81K -24 Closed
MCA
1119
McGuire Capital Advisors
Oklahoma
-$1.64K -14 Closed
APW
1120
Atlantic Private Wealth
North Carolina
-$1.17K -10 Closed
GWM
1121
Greenline Wealth Management
Florida
-$704 -6 Closed
JFA
1122
JNBA Financial Advisors
Minnesota
-$704 -6 Closed
SRCM
1123
Signature Resources Capital Management
California
-$586 -5 Closed
OC
1124
Optima Capital
Oregon
-$470 -4 Closed
CIA
1125
Cape Investment Advisory
Georgia
-$356 -3 Closed

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.