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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.41B -$22M -203,794 -0.9%
BlackRock
2
BlackRock
New York
$2.24B -$56.2M -520,659 -2%
Franklin Resources
3
Franklin Resources
California
$1.25B +$27.8M +257,707 +2%
State Street
4
State Street
Massachusetts
$1.03B -$75.7M -700,634 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$794M +$58.5M +541,221 +8%
GA
6
Greenhaven Associates
New York
$574M +$335K +3,100 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$541M +$16.6M +153,452 +3%
Norges Bank
8
Norges Bank
Norway
$396M -$7.49M -69,371 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$385M -$37.9M -351,351 -9%
JP Morgan Chase
10
JP Morgan Chase
New York
$358M +$102M +942,490 +37%
Morgan Stanley
11
Morgan Stanley
New York
$317M -$8.31M -76,911 -2%
LSV Asset Management
12
LSV Asset Management
Illinois
$299M -$12.6M -117,100 -4%
Invesco
13
Invesco
Georgia
$268M -$26.6M -246,163 -9%
Ameriprise
14
Ameriprise
Minnesota
$264M +$29.4M +271,917 +12%
First Trust Advisors
15
First Trust Advisors
Illinois
$259M +$157M +1,450,988 +136%
Northern Trust
16
Northern Trust
Illinois
$237M -$13.1M -121,081 -5%
N
17
Nuveen
North Carolina
$213M +$64.7M +598,672 +41%
UBS AM
18
UBS AM
Illinois
$209M +$272K +2,519 +0.1%
Deutsche Bank
19
Deutsche Bank
Germany
$189M -$2.38M -22,006 -1%
Goldman Sachs
20
Goldman Sachs
New York
$178M +$8.64M +79,957 +5%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$162M +$29.8M +276,077 +21%
Bank of America
22
Bank of America
North Carolina
$160M +$4.57M +42,273 +3%
Legal & General Group
23
Legal & General Group
United Kingdom
$157M -$1.24M -11,522 -0.8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$148M -$8.81M -81,558 -5%
Victory Capital Management
25
Victory Capital Management
Texas
$144M +$30.7M +284,627 +26%

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.