Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PULTE GROUP INC (PHM)

1K + Investors. Track Smart Money conviction in PHM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +51
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — PHM

Based on 983 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PHM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
983 hedge funds hold PHM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

499 buying468 selling
Last quarter: 499 funds bought or added vs 468 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new PHM position: 118 → 109 → 135 → 159. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 17% new
624 out of 983 hedge funds have held PHM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

110 → 118 → 109 → 135 → 159 new funds/Q
New funds entering each quarter: 118 → 109 → 135 → 159. A growing number of institutions are discovering PHM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Of 1,016 current holders: 647 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
46 of 983 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in PHM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PHM

How many hedge funds hold PHM — quarterly history vs. share price
Quarterly hedge fund ownership of PHM vs. share price

Market Analysis: PHM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PHM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

53 top-rated funds 2 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: PHM
2026 Q1 Stats Unlock in 11 days 1K + Investors

Track Smart Money conviction in PHM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1016 967 5.07%
13F Shares 178M 179M -0.67%
Total Value $20.30B $23.35B -13.06%
New Positions 162 138 +24
Increased Positions 368 380 -12
Closed Positions 111 100 +11
Reduced Positions 415 384 +31
Total Calls 21 20 5.0%
Total Puts 20 23 -13.04%
PUT/CALL Ratio 0.95 1.15 Neutral

Statistics: PHM

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PHM. Verified SEC 13F-HR filings.

Top 25 institutional holders of PHM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GREENHAVEN ASSOCIATES INC 10.65% 5,497,109 $646.5M
2 JACKSON HILL ADVISORS, LLC 7.72% 127,000 $14.9M
3 WINSLOW ASSET MANAGEMENT INC 4.99% 218,276 $26K
4 Dorato Capital Management 2.00% 22,460 $2.7M
5 Argyle Capital Management, LLC 1.53% 39,991 $4.7M
6 Seascape Capital Management 1.47% 43,384 $5K
7 Financial Strategies Group, Inc. 1.46% 68,238 $8.8M
8 Hudson Capital Management LLC 1.44% 47,256 $5.6M
9 Kinsale Capital Group, Inc. 1.37% 72,686 $8.5M
10 SEIZERT CAPITAL PARTNERS, LLC 1.36% 252,163 $29.7M
11 OLD SECOND NATIONAL BANK OF AURORA 1.31% 54,015 $6.4M
12 HOMESTEAD ADVISERS CORP 1.31% 415,194 $48.6M
13 SHAYNE & JACOBS, LLC 1.17% 32,192 $3.8M
14 Elk River Wealth Management LLC 1.15% 58,801 $6.9M
15 PATTON ALBERTSON MILLER GROUP, LLC 0.91% 64,849 $7.6M
16 Whalen Wealth Management Inc. 0.89% 14,103 $1.7M
17 Trail Ridge Investment Advisors, LLC 0.85% 16,705 $2.0M
18 Tailwinds Wealth, LLC 0.82% 2,855 $336K
19 Traub Capital Management LLC 0.81% 6,951 $818K
20 Altman Advisors, Inc. 0.78% 16,038 $1.9M
21 Thrive Capital Management, LLC 0.73% 28,415 $3.3M
22 Vest Financial, LLC 0.73% 513,876 $60.4M
23 River Street Advisors LLC 0.72% 18,208 $2.1M
24 Strong Retirement Solutions LLC 0.69% 8,383 $986K
25 Cetera Trust Company, N.A 0.65% 9,847 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PULTE GROUP INC (PHM)

What does the Smart Money Trend signal show for PHM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PHM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PHM?

Slight buying edge — 52% buying: Last quarter: 499 funds bought or added vs 468 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PHM holders?

Elite ownership — 57% AUM from top-100 funds: 46 of 983 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in PHM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PHM?

63% of holders stayed for 2+ years: 624 out of 983 hedge funds have held PHM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.