Phreesia
PHR
222 hedge funds and large institutions have $1.44B invested in Phreesia in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 17 closing their positions.
188% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 17
21% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 63
17% more funds holding
Funds holding: 190 → 222 (+32)
1.75% more ownership
Funds ownership: 94.38% → 96.13% (+1.7%)
5% more capital invested
Capital invested by funds: $1.38B → $1.44B (+$64M)
52% less call options, than puts
Call options by funds: $6.17M | Put options by funds: $12.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$37.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$26M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$13.3M |
| 4 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$12.8M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$49.6M |
| 2 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
-$24.2M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$16.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.8M |
| 5 |
Millennium Management
New York
|
-$10.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
M&T Bank
Buffalo,
New York
| – | -$1.38M | -54,939 | Closed |
|
|
XT
227
XTX Topco
George Town,
Cayman Islands
| – | -$481K | -19,134 | Closed |
|
228
Two Sigma Advisers
New York
| – | -$302K | -12,000 | Closed |
|
|
DTL
229
Dynamic Technology Lab
Singapore
| – | -$273K | -10,850 | Closed |
|
230
IMC Chicago
Chicago,
Illinois
| – | -$273K | -10,050 | Closed |
|
|
BA
231
Bridgewater Associates
Westport,
Connecticut
| – | -$226K | -8,971 | Closed |
|
232
Walleye Trading
New York
| – | -$119K | -4,723 | Closed |
|
|
VWM
233
Venturi Wealth Management
Austin,
Texas
| – | -$76.1K | -3,025 | Closed |
|
234
Walleye Capital
New York
| – | -$37.7K | -1,500 | Closed |
|
|
RS
235
R Squared
Central,
Hong Kong
| – | -$30.2K | -1,200 | Closed |
|
236
Simplex Trading
Chicago,
Illinois
| – | -$25.2K | -928 | Closed |
|
|
ACM
237
Aquatic Capital Management
Chicago,
Illinois
| – | -$17.5K | -697 | Closed |
|
|
AWM
238
Avior Wealth Management
Omaha,
Nebraska
| – | -$4.45K | -177 | Closed |
|
|
CAM
239
Creekmur Asset Management
Morton,
Illinois
| – | -$1.41K | -56 | Closed |
|
PHR Hedge Fund Activity: Q1 2025 in Review
222 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q1 2025, worth a combined $1.44B — up 4.6% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new PHR positions and 17 closed out — a net gain of 32 holders — while 76 added to existing stakes and 63 trimmed.
The largest buyer was UBS AM, adding an estimated $37.5M. The largest seller was Brown Advisory, cutting an estimated $49.6M.
- 222 institutional investors held Phreesia (PHR) as of Q1 2025, up from 190 in Q4 2024.
- Funds reported $1.44B of Phreesia stock for Q1 2025, up 4.6% quarter-over-quarter.
- 49 funds opened new Phreesia positions in Q1 2025 and 17 closed out, a net change of +32 holders.
- The largest Phreesia buyer in Q1 2025 was UBS AM, an estimated $37.5M added.
- The largest Phreesia seller in Q1 2025 was Brown Advisory, an estimated $49.6M sold.
Based on aggregated 13F filings for Q1 2025.