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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
AGWCA
1101
Annis Gardner Whiting Capital Advisors
Florida
-$64.9K -551 Closed
RFP
1102
Root Financial Partners
California
-$60.7K -516 Closed
IWS
1103
Intentional Wealth Strategies
Colorado
-$43.5K -370 Closed
GCP
1104
Gill Capital Partners
Colorado
-$42.7K -363 Closed
TPWA
1105
Twin Peaks Wealth Advisors
California
-$40.2K -342 Closed
DWP
1106
Destiny Wealth Partners
Florida
-$20.7K -176 Closed
SL
1107
Salomon & Ludwin
Virginia
-$16.7K -142 Closed
SR
1108
Swiss Re
Switzerland
-$15.1K -128 Closed
CCM
1109
Chilton Capital Management
Texas
-$13.4K -114 Closed
IAAG
1110
Innovative Asset Advisors Group
Connecticut
-$13.5K -114 Closed
TC
1111
Tacita Capital
Ontario, Canada
-$12K -102 Closed
WFA
1112
Wedbush Fund Advisers
California
-$10.2K -87 Closed
LWMI
1113
Legacy Wealth Management (Idaho)
Idaho
-$8.12K -69 Closed
TGY2IT
1114
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$8K -68 Closed
S
1115
Sachetta
Massachusetts
-$7.07K -60 Closed
GWSA
1116
Global Wealth Strategies & Associates
Colorado
-$5.88K -50 Closed
SA
1117
Scarborough Advisors
Maryland
-$5.64K -48 Closed
DI
1118
DAGCO Inc
Ohio
-$3.41K -29 Closed
WSFG
1119
Wall Street Financial Group
Illinois
-$2.12K -18 Closed
CFG
1120
Clayton Financial Group
Missouri
-$1.53K -13 Closed
VWM
1121
Vermillion Wealth Management
Minnesota
-$1.41K -12 Closed
NWS
1122
Nvest Wealth Strategies
Ohio
-$1.06K -9 Closed
PMAM
1123
Picton Mahoney Asset Management
Ontario, Canada
-$941 -8 Closed
PWA
1124
Portus Wealth Advisors
North Carolina
-$588 -5 Closed
TCOT
1125
Trust Company of Toledo
Ohio
-$588 -5 Closed

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.