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Phreesia

226 hedge funds and large institutions have $981M invested in Phreesia in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

31% less capital invested

Capital invested by funds: $1.42B → $981M (-$434M)

62% less call options, than puts

Call options by funds: $1.86M | Put options by funds: $4.95M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
226
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.86M
Puts
$4.95M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Costello Asset Management
Pennsylvania
$3.38K
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$3.38K
IA
203
IFP Advisors
Florida
$3.03K
BAM
204
Bellevue Asset Management
Washington
$2.82K
RIL
205
Rothschild Investment LLC
Illinois
$1.74K
CFG
206
Clayton Financial Group
Missouri
$1.69K
AF
207
Allworth Financial
California
$1.68K
IAIM
208
International Assets Investment Management
Florida
$1.2K
MCM
209
MAI Capital Management
Ohio
$897
TWD
210
True Wealth Design
Ohio
$728
GI
211
GAMMA Investing
California
$660
VCM
212
Versant Capital Management
Arizona
$541
SS
213
Sunbelt Securities
Texas
$541
BTI
214
Blue Trust Inc
Georgia
$474
AAP
215
Arax Advisory Partners
Colorado
$390
GSWM
216
Golden State Wealth Management
California
$338
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$321
S
218
SignatureFD
Georgia
$305
AA
219
Ancora Advisors
Ohio
$288
SIC
220
SJS Investment Consulting
Ohio
$187
SS
221
SBI Securities
Japan
$186
NA
222
NewEdge Advisors
Louisiana
$17
HNB
223
Huntington National Bank
Ohio
$17
DF
224
Dunhill Financial
United Kingdom
$15
Loomis, Sayles & Company
225
Loomis, Sayles & Company
Massachusetts