We are live on ! Find out more

293 hedge funds and large institutions have $1.02B invested in Philips in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 153 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $32.7M

2.12% less ownership

Funds ownership: 6.69%4.58% (-2.1%)

6% less funds holding

Funds holding: 313293 (-20)

25% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 48

31% less capital invested

Capital invested by funds: $1.48B → $1.02B (-$458M)

46% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 153

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
293
Holders Change
-20
Holders Change %
-6.39%
% of All Funds
3.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
82
Reduced
153
Closed
48
Calls
$39.5M
Puts
$32.7M
Net Calls
+$6.83M
Net Calls Change
+$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$76K -$4.17K -186 -5%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$73.2K -$7.98K -356 -10%
GRP
203
Global Retirement Partners
California
$63.8K +$61.9K +2,761 New
HDIM
204
Hanson & Doremus Investment Management
Vermont
$58K
MCM
205
MAI Capital Management
Ohio
$57.1K +$33.8K +1,507 +157%
FC
206
Fairscale Capital
New Hampshire
$56.9K
MEG
207
Millstone Evans Group
Colorado
$56.7K -$2.33K -104 -4%
PAM
208
Paradigm Asset Management
New York
$56.2K -$2.31K -103 -4%
WTC
209
WhitTier Trust Company
Nevada
$54.1K -$134 -6 -0.3%
WA
210
Whipplewood Advisors
Colorado
$50.6K +$12.3K +547 +33%
PS
211
Principal Securities
Iowa
$45.3K +$4.1K +183 +10%
AC
212
AlphaCore Capital
California
$41.2K +$40K +1,783 New
SN
213
Sittner & Nelson
Oregon
$40.8K -$22 -1 -0.1%
PWMG
214
Prestige Wealth Management Group
New Jersey
$40.4K
CSC
215
Caldwell Sutter Capital
California
$35.6K -$22 -1 -0.1%
SWA
216
SOA Wealth Advisors
New York
$34.7K
RIL
217
Rothschild Investment LLC
Illinois
$33.1K +$7.71K +344 +32%
FFA
218
Farther Finance Advisors
California
$31.5K -$17K -758 -36%
AAG
219
Armstrong Advisory Group
Massachusetts
$29.7K
ETS
220
ESL Trust Services
New York
$28.6K -$22 -1 -0.1%
WSFS
221
Wilmington Savings Fund Society
Delaware
$27.1K -$1.14K -51 -4%
UB
222
UMB Bank
Missouri
$22.4K +$11.2K +500 +106%
WA
223
WPG Advisers
Maryland
$22.3K -$22 -1 -0.1%
BGAI
224
Bruce G. Allen Investments
Colorado
$19.5K -$5.33K -238 -22%
HI
225
Harbour Investments
Wisconsin
$18.4K -$381 -17 -2%

PHG Hedge Fund Activity: Q2 2025 in Review

293 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Philips (PHG) for Q2 2025, worth a combined $1.02B — down 31% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PHG and 36 opened new positions — a net loss of 12 holders — while 153 trimmed existing stakes and 82 added.

The largest buyer was Investment Management Associates, opening a new position worth an estimated $11.7M. The largest seller was Fidelity Investments, cutting an estimated $69M.

  • 293 institutional investors held Philips (PHG) as of Q2 2025, down from 313 in Q1 2025.
  • Funds reported $1.02B of Philips stock for Q2 2025, down 31% quarter-over-quarter.
  • 36 funds opened new Philips positions in Q2 2025 and 48 closed out, a net change of -12 holders.
  • The largest Philips buyer in Q2 2025 was Investment Management Associates, an estimated $11.7M added.
  • The largest Philips seller in Q2 2025 was Fidelity Investments, an estimated $69M sold.

Based on aggregated 13F filings for Q2 2025.