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PLDT
PHI

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: 86 → 79 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.5M
2
UBS Group
UBS Group
Switzerland
+$1.58M
3
JF
Jump Financial
Illinois
+$908K
4
American Century Companies
American Century Companies
Missouri
+$673K
5
Jane Street
Jane Street
New York
+$471K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.09M
2
BlackRock
BlackRock
New York
-$3.08M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.69M
4
Goldman Sachs
Goldman Sachs
New York
-$1.49M
5
Millennium Management
Millennium Management
New York
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
Abound Wealth Management
Tennessee
$599 – – –
AssetMark Inc
77
AssetMark Inc
California
$524 +$601 +28 New
Osaic Holdings
78
Osaic Holdings
Arizona
$356 -$623 -29 -60%
PS
79
Principal Securities
Iowa
$318 -$365 -17 -50%
Millennium Management
80
Millennium Management
New York
– -$1.39M -63,898 Closed
RS
81
R Squared
Hong Kong
– -$315K -14,488 Closed
LNWWM
82
Laird Norton Wetherby Wealth Management
California
– -$290K -13,340 Closed
BP
83
Ballentine Partners
Massachusetts
– -$278K -12,769 Closed
Natixis Advisors
84
Natixis Advisors
Massachusetts
– -$220K -10,090 Closed
AG
85
Ascent Group
Virginia
– -$219K -10,082 Closed
ECM
86
Evergreen Capital Management
Washington
– -$201K -9,229 Closed
BIG
87
Brooklyn Investment Group
New York
– -$124K -5,712 Closed
BCM
88
Barometer Capital Management
Ontario, Canada
– -$114K -5,224 Closed
NC
89
NewSquare Capital
Pennsylvania
– -$13.9K -638 Closed
Raymond James Financial
90
Raymond James Financial
Florida
– -$10.9K -500 Closed
AAS
91
Ameritas Advisory Services
Nebraska
– -$7.07K -325 Closed
BBHC
92
Brown Brothers Harriman & Co
New York
– -$1.87K -86 Closed
TPWA
93
Twin Peaks Wealth Advisors
California
– -$1.95K -85 Closed
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
– -$1.37K -63 Closed
Barclays
95
Barclays
United Kingdom
– -$1.18K -54 Closed
SO
96
Sierra Ocean
California
– -$979 -45 Closed
IA
97
IFP Advisors
Florida
– -$870 -40 Closed
WSFS
98
Wilmington Savings Fund Society
Delaware
– -$783 -36 Closed
SPIA
99
Steward Partners Investment Advisory
New York
– -$87 -4 Closed
1 2 3
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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.