PLDT
79 hedge funds and large institutions have $169M invested in PLDT in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 9 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 18
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
9% more capital invested
Capital invested by funds: $155M → $169M (+$13.5M)
7% more funds holding
Funds holding: 74 → 79 (+5)
0.33% more ownership
Funds ownership: 3.24% → 3.57% (+0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$6.23M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.04M |
| 3 |
Morgan Stanley
New York
|
+$2.29M |
| 4 |
BlackRock
New York
|
+$2.18M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.51M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$1.89M |
| 3 |
Renaissance Technologies
New York
|
-$953K |
| 4 |
A
Allianz
Munich,
Germany
|
-$906K |
| 5 |
NIA
NIA Impact Advisors
Berkeley,
California
|
-$369K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NC
76
NewSquare Capital
Newtown Square,
Pennsylvania
| $503 | +$532 | +23 | New |
|
|
TWD
77
True Wealth Design
Akron,
Ohio
| $460 | -$23 | -1 | -5% |
|
|
BIA
78
Bell Investment Advisors
Oakland,
California
| $394 | – | – | – |
|
|
PS
79
Principal Securities
Des Moines,
Iowa
| $288 | – | – | – |
|
|
A
80
Allianz
Munich,
Germany
| – | -$906K | -40,893 | Closed |
|
|
NIA
81
NIA Impact Advisors
Berkeley,
California
| – | -$369K | -16,662 | Closed |
|
82
Walleye Capital
New York
| – | -$266K | -12,000 | Closed |
|
|
FTUS
83
Flow Traders U.S.
New York
| – | -$230K | -10,362 | Closed |
|
|
AWM
84
Avior Wealth Management
Omaha,
Nebraska
| – | -$6.56K | -296 | Closed |
|
|
GWSG
85
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$4.47K | -202 | Closed |
|
|
SAM
86
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$1.31K | -59 | Closed |
|
|
HIA
87
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$1.22K | -55 | Closed |
|
|
MCM
88
MAI Capital Management
Independence,
Ohio
| – | -$771 | -35 | Closed |
|
PHI Hedge Fund Activity: Q1 2025 in Review
79 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2025, worth a combined $169M — up 8.7% from $155M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PHI positions and 9 closed out — a net gain of 6 holders — while 38 added to existing stakes and 18 trimmed.
The largest buyer was Crossmark Global Holdings, opening a new position worth an estimated $6.23M. The largest seller was Invesco, cutting an estimated $2.51M.
- 79 institutional investors held PLDT (PHI) as of Q1 2025, up from 74 in Q4 2024.
- Funds reported $169M of PLDT stock for Q1 2025, up 8.7% quarter-over-quarter.
- 15 funds opened new PLDT positions in Q1 2025 and 9 closed out, a net change of +6 holders.
- The largest PLDT buyer in Q1 2025 was Crossmark Global Holdings, an estimated $6.23M added.
- The largest PLDT seller in Q1 2025 was Invesco, an estimated $2.51M sold.
Based on aggregated 13F filings for Q1 2025.