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86 hedge funds and large institutions have $171M invested in PLDT in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

9% more funds holding

Funds holding: 7986 (+7)

1% more capital invested

Capital invested by funds: $169M → $171M (+$2.41M)

0.07% more ownership

Funds ownership: 3.57%3.64% (+0.07%)

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
27
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$91.7K
HFS
52
Hantz Financial Services
Michigan
$82K +$75.3K +3,335 +760%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$71K +$2.05K +91 +3%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$70.6K -$78.4K -3,476 -52%
Wells Fargo
55
Wells Fargo
California
$69.9K +$11.3K +499 +18%
EWA
56
EverSource Wealth Advisors
Alabama
$66.8K +$42.1K +1,866 +155%
MCM
57
MAI Capital Management
Ohio
$65.2K +$67.6K +2,997 New
GI
58
GAMMA Investing
California
$43.9K -$4.15K -184 -8%
SS
59
SBI Securities
Japan
$43.1K -$7.22K -320 -14%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.5K +$23.3K +1,034 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$20K -$11.3K -503 -36%
JP Morgan Chase
62
JP Morgan Chase
New York
$18.9K +$7.36K +326 +60%
NC
63
NewSquare Capital
Pennsylvania
$13.9K +$13.9K +615 +2,674%
AF
64
Allworth Financial
California
$13K +$5.53K +245 +70%
Raymond James Financial
65
Raymond James Financial
Florida
$10.9K +$11.3K +500 New
BCV
66
Banque Cantonale Vaudoise
Switzerland
$8K
AAS
67
Ameritas Advisory Services
Nebraska
$7.07K +$7.33K +325 New
PWA
68
Physician Wealth Advisors
Utah
$5.38K +$1.42K +63 +34%
PFBT
69
Parkside Financial Bank & Trust
Missouri
$4.33K +$4.49K +199 New
AAP
70
Arax Advisory Partners
Colorado
$3.24K +$3.36K +149 New
FFA
71
Farther Finance Advisors
California
$2.48K +$1.67K +74 +185%
TPWA
72
Twin Peaks Wealth Advisors
California
$1.95K +$1.92K +85 New
BBHC
73
Brown Brothers Harriman & Co
New York
$1.87K +$1.94K +86 New
PWMG
74
Prestige Wealth Management Group
New Jersey
$1.49K
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$1.37K +$1.42K +63 New

PHI Hedge Fund Activity: Q2 2025 in Review

86 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2025, worth a combined $171M — up 1.4% from $169M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PHI positions and 10 closed out — a net gain of 9 holders — while 27 added to existing stakes and 29 trimmed.

The largest buyer was Crossmark Global Holdings, adding an estimated $4.83M. The largest seller was BlackRock, cutting an estimated $4.35M.

  • 86 institutional investors held PLDT (PHI) as of Q2 2025, up from 79 in Q1 2025.
  • Funds reported $171M of PLDT stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 19 funds opened new PLDT positions in Q2 2025 and 10 closed out, a net change of +9 holders.
  • The largest PLDT buyer in Q2 2025 was Crossmark Global Holdings, an estimated $4.83M added.
  • The largest PLDT seller in Q2 2025 was BlackRock, an estimated $4.35M sold.

Based on aggregated 13F filings for Q2 2025.