Phreesia
PHR
224 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, 92 increasing their positions, 65 reducing their positions, and 34 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
69% more call options, than puts
Call options by funds: $6.41M | Put options by funds: $3.78M
42% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 65
15% more capital invested
Capital invested by funds: $1.44B → $1.67B (+$223M)
2.32% more ownership
Funds ownership: 96.13% → 98.45% (+2.3%)
9% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 34
0% more funds holding
Funds holding: 223 → 224 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$30.5M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$19M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$9.94M |
| 4 |
CI
Cambiar Investors
Denver,
Colorado
|
+$9.52M |
| 5 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$9.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$32.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.8M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$14.5M |
| 4 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
-$7.89M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$7.64M |
PHR Hedge Fund Activity: Q2 2025 in Review
224 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q2 2025, worth a combined $1.67B — up 15% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new PHR positions and 34 closed out — a net gain of 3 holders — while 92 added to existing stakes and 65 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $30.5M. The largest seller was Brown Advisory, cutting an estimated $32.7M.
- 224 institutional investors held Phreesia (PHR) as of Q2 2025, up from 223 in Q1 2025.
- Funds reported $1.67B of Phreesia stock for Q2 2025, up 15% quarter-over-quarter.
- 37 funds opened new Phreesia positions in Q2 2025 and 34 closed out, a net change of +3 holders.
- The largest Phreesia buyer in Q2 2025 was Loomis, Sayles & Company, an estimated $30.5M added.
- The largest Phreesia seller in Q2 2025 was Brown Advisory, an estimated $32.7M sold.
Based on aggregated 13F filings for Q2 2025.