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Phathom Pharmaceuticals

144 hedge funds and large institutions have $541M invested in Phathom Pharmaceuticals in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 26 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 26

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

8% more funds holding

Funds holding: 133144 (+11)

8.85% less ownership

Funds ownership: 106.36%97.51% (-8.9%)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

59% less capital invested

Capital invested by funds: $1.31B → $541M (-$771M)

91% less call options, than puts

Call options by funds: $455K | Put options by funds: $5.2M

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
1.9%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
36
Increased
60
Reduced
26
Closed
22
Calls
$455K
Puts
$5.2M
Net Calls
-$4.74M
Net Calls Change
-$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
126
Larson Financial Group
Missouri
$6.47K +$1.86K +150 +23%
GI
127
GAMMA Investing
California
$4.13K +$4.38K +354 +230%
GP
128
Greenline Partners
New York
$4.06K +$6.19K +500 New
BL
129
BFSG LLC
California
$2.44K
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$2.22K
Daiwa Securities Group
131
Daiwa Securities Group
Japan
$2K
CIAM
132
Caitong International Asset Management
Hong Kong
$1.45K +$2.22K +179 New
LC
133
Lindbrook Capital
California
$1.26K +$1.92K +155 New
RAM
134
Riggs Asset Management
Pennsylvania
$552
Amundi
135
Amundi
France
$292 +$520 +42 New
EWA
136
EverSource Wealth Advisors
Alabama
$171 +$260 +21 New
EWP
137
Elevation Wealth Partners
California
$163
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$154 -$1.15K -93 -83%
FFA
139
Farther Finance Advisors
California
$138 -$124 -10 -37%
ACM
140
Aster Capital Management
United Arab Emirates
$122 -$372 -30 -67%
RIL
141
Rothschild Investment LLC
Illinois
$81 -$681 -55 -85%
IA
142
IFP Advisors
Florida
$16 +$25 +2 New
PCM
143
Portolan Capital Management
Massachusetts
-$30.7M -1,699,918 Closed
O
144
OrbiMed
New York
-$26.2M -1,449,073 Closed
Federated Hermes
145
Federated Hermes
Pennsylvania
-$25.4M -1,403,638 Closed
SVCM
146
Saturn V Capital Management
Texas
-$15.8M -874,590 Closed
KCM
147
Kennedy Capital Management
Missouri
-$13.2M -728,490 Closed
Point72 Asset Management
148
Point72 Asset Management
Connecticut
-$7.95M -439,816 Closed
EI
149
EAM Investors
California
-$3.91M -216,448 Closed
SSA
150
Schonfeld Strategic Advisors
New York
-$3.77M -208,640 Closed

PHAT Hedge Fund Activity: Q4 2024 in Review

144 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Phathom Pharmaceuticals (PHAT) for Q4 2024, worth a combined $541M — down 59% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PHAT positions and 22 closed out — a net gain of 14 holders — while 60 added to existing stakes and 26 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $16.2M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $30.7M sold.

  • 144 institutional investors held Phathom Pharmaceuticals (PHAT) as of Q4 2024, up from 133 in Q3 2024.
  • Funds reported $541M of Phathom Pharmaceuticals stock for Q4 2024, down 59% quarter-over-quarter.
  • 36 funds opened new Phathom Pharmaceuticals positions in Q4 2024 and 22 closed out, a net change of +14 holders.
  • The largest Phathom Pharmaceuticals buyer in Q4 2024 was Wasatch Advisors, an estimated $16.2M added.
  • The largest Phathom Pharmaceuticals seller in Q4 2024 was Portolan Capital Management, an estimated $30.7M sold.

Based on aggregated 13F filings for Q4 2024.