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Phreesia

230 hedge funds and large institutions have $981M invested in Phreesia in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 91 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:

more 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
230
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
VR
201
Vision Retirement
New Jersey
$5.08K
HI
202
Harbour Investments
Wisconsin
$5.04K
EWA
203
EverSource Wealth Advisors
Alabama
$4.54K
SPIA
204
Steward Partners Investment Advisory
New York
$4.08K
CAM
205
Costello Asset Management
Pennsylvania
$3.38K
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$3.38K
IA
207
IFP Advisors
Florida
$3.03K
BAM
208
Bellevue Asset Management
Washington
$2.82K
RIL
209
Rothschild Investment LLC
Illinois
$1.74K
CFG
210
Clayton Financial Group
Missouri
$1.69K
AF
211
Allworth Financial
California
$1.68K
IAIM
212
International Assets Investment Management
Florida
$1.2K
MCM
213
MAI Capital Management
Ohio
$897
TWD
214
True Wealth Design
Ohio
$728
GI
215
GAMMA Investing
California
$660
VCM
216
Versant Capital Management
Arizona
$541
SS
217
Sunbelt Securities
Texas
$541
BTI
218
Blue Trust Inc
Georgia
$474
AAP
219
Arax Advisory Partners
Colorado
$390
GSWM
220
Golden State Wealth Management
California
$338
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$321
S
222
SignatureFD
Georgia
$305
AA
223
Ancora Advisors
Ohio
$288
SIC
224
SJS Investment Consulting
Ohio
$187
SS
225
SBI Securities
Japan
$186