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Phreesia

220 hedge funds and large institutions have $1.67B invested in Phreesia in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
91
Reduced
62
Closed
35
Calls
$6.41M
Puts
$3.78M
Net Calls
+$2.63M
Net Calls Change
+$9.19M
Name Holding Trade Value Shares
Change
Shares
Change %
VEA
176
Virtus ETF Advisers
New York
$64.8K -$196K -6,900 -75%
QL
177
Quarry LP
New York
$61.7K -$16.4K -577 -21%
AB
178
Amalgamated Bank
New York
$55K
KBC Group
179
KBC Group
Belgium
$54K -$29.4K -1,023 -35%
AssetMark Inc
180
AssetMark Inc
California
$48.3K +$370 +13 +0.8%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$47.2K +$1.82K +64 +4%
VanEck Associates
182
VanEck Associates
New York
$32K +$1.95K +69 +6%
FHA
183
First Horizon Advisors
Tennessee
$26.3K
BTD
184
BankPlus Trust Department
Mississippi
$25.7K
Comerica Bank
185
Comerica Bank
Texas
$22.8K +$769 +27 +3%
SWP
186
Strategic Wealth Partners
Ohio
$19.9K +$19.9K +700 New
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$19.4K -$15.7K -552 -45%
PA
188
Parallel Advisors
California
$18K -$455 -16 -2%
EWA
189
EverSource Wealth Advisors
Alabama
$17.3K +$15K +526 +641%
CFB
190
Cullen/Frost Bankers
Texas
$15.9K +$11.1K +389 +232%
WTA
191
Washington Trust Advisors
Massachusetts
$9.16K
GI
192
GAMMA Investing
California
$6.15K -$171 -6 -3%
VCM
193
Versant Capital Management
Arizona
$5.86K -$5.27K -185 -47%
BIG
194
Brooklyn Investment Group
New York
$5.81K +$5.81K +204 New
KA
195
Kozak & Associates
Colorado
$5.79K +$5.79K +200 New
PPC
196
Park Place Capital
Alabama
$4.27K
SCM
197
Sterling Capital Management
North Carolina
$3.9K +$2.22K +78 +132%
AF
198
Allworth Financial
California
$3.81K +$2.51K +88 +191%
Osaic Holdings
199
Osaic Holdings
Arizona
$3.66K +$3.54K +125 +3,125%
BAM
200
Bellevue Asset Management
Washington
$3.47K