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79 hedge funds and large institutions have $139M invested in PLDT in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% less ownership

Funds ownership: 3.64%3.43% (-0.21%)

8% less funds holding

Funds holding: 8679 (-7)

19% less capital invested

Capital invested by funds: $171M → $139M (-$32.4M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

56% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 41

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
18
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$50.6K -$7.81K -364 -12%
Wells Fargo
52
Wells Fargo
California
$44.9K -$17.4K -810 -25%
PA
53
Parallel Advisors
California
$42.3K -$57K -2,654 -54%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$40K -$24.3K -1,132 -35%
SS
55
SBI Securities
Japan
$36.7K -$429 -20 -1%
GI
56
GAMMA Investing
California
$28.6K -$10.5K -490 -24%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.3K
JP Morgan Chase
58
JP Morgan Chase
New York
$17K +$837 +39 +4%
ASN
59
Advisory Services Network
Georgia
$13K +$14.9K +693 New
MCM
60
MAI Capital Management
Ohio
$9.31K -$53.6K -2,499 -83%
BCV
61
Banque Cantonale Vaudoise
Switzerland
$7K
FFA
62
Farther Finance Advisors
California
$6.56K +$5.09K +237 +208%
AAP
63
Arax Advisory Partners
Colorado
$6.05K +$3.74K +174 +117%
WIM
64
Westside Investment Management
California
$5.27K +$6.01K +280 New
AF
65
Allworth Financial
California
$4.86K -$7.21K -336 -56%
TWD
66
True Wealth Design
Ohio
$2.54K +$2.49K +116 +580%
SAM
67
Smartleaf Asset Management
Massachusetts
$1.95K +$2.23K +104 New
PFBT
68
Parkside Financial Bank & Trust
Missouri
$1.81K -$2.19K -102 -51%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$1.57K +$1.8K +84 New
PWMG
70
Prestige Wealth Management Group
New Jersey
$1.28K
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$1K -$18.5K -864 -95%
JWA
72
JFS Wealth Advisors
Pennsylvania
$842 +$236 +11 +32%
BIA
73
Bell Investment Advisors
California
$823 +$558 +26 +144%
PWA
74
Physician Wealth Advisors
Utah
$748 -$4.44K -207 -84%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$609 +$687 +32 New

PHI Hedge Fund Activity: Q3 2025 in Review

79 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2025, worth a combined $139M — down 19% from $171M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PHI and 13 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 18 added.

The largest buyer was Invesco, adding an estimated $4.5M. The largest seller was Morgan Stanley, cutting an estimated $3.09M.

  • 79 institutional investors held PLDT (PHI) as of Q3 2025, down from 86 in Q2 2025.
  • Funds reported $139M of PLDT stock for Q3 2025, down 19% quarter-over-quarter.
  • 13 funds opened new PLDT positions in Q3 2025 and 20 closed out, a net change of -7 holders.
  • The largest PLDT buyer in Q3 2025 was Invesco, an estimated $4.5M added.
  • The largest PLDT seller in Q3 2025 was Morgan Stanley, an estimated $3.09M sold.

Based on aggregated 13F filings for Q3 2025.