Phunware
PHUN
34 hedge funds and large institutions have $11.5M invested in Phunware in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 6 closing their positions.
280% more capital invested
Capital invested by funds: $3.02M → $11.5M (+$8.44M)
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
69% more call options, than puts
Call options by funds: $3.21M | Put options by funds: $1.9M
31% more funds holding
Funds holding: 26 → 34 (+8)
3.29% more ownership
Funds ownership: 7.78% → 11.07% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.05M |
| 2 |
BlackRock
New York
|
+$1.62M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$559K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$552K |
| 5 |
SAM
Soviero Asset Management
New York
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$145K |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$11K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$7.67K |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.9K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.37K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $852 | +$386 | +70 | +74% |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $208 | – | – | – |
|
|
PS
28
Principal Securities
Des Moines,
Iowa
| $166 | +$177 | +32 | New |
|
|
MCM
29
MAI Capital Management
Independence,
Ohio
| $156 | +$166 | +30 | New |
|
|
LFG
30
Larson Financial Group
St Louis,
Missouri
| $78 | – | – | – |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $10 | -$11 | -2 | -50% |
|
|
T
32
Transce3nd
Kyle,
Texas
| $10 | +$11 | +2 | New |
|
|
CA
33
CoreCap Advisors
Southfield,
Michigan
| $5 | – | – | – |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| – | -$7.67K | -2,242 | Closed |
|
|
35
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1.9K | -556 | Closed |
|
36
Barclays
London,
United Kingdom
| – | -$838 | -245 | Closed |
|
|
IA
37
IFP Advisors
Tampa,
Florida
| – | -$342 | -100 | Closed |
|
|
IAIM
38
International Assets Investment Management
Orlando,
Florida
| – | -$2 | -7 | Closed |
|
|
HI
39
Hoey Investments
Coatesville,
Pennsylvania
| – | -$6 | -1 | Closed |
|
PHUN Hedge Fund Activity: Q4 2024 in Review
34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Phunware (PHUN) for Q4 2024, worth a combined $11.5M — up 280% from $3.02M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PHUN positions and 6 closed out — a net gain of 9 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.05M. The largest seller was Morgan Stanley, cutting an estimated $145K.
- 34 institutional investors held Phunware (PHUN) as of Q4 2024, up from 26 in Q3 2024.
- Funds reported $11.5M of Phunware stock for Q4 2024, up 280% quarter-over-quarter.
- 15 funds opened new Phunware positions in Q4 2024 and 6 closed out, a net change of +9 holders.
- The largest Phunware buyer in Q4 2024 was Vanguard Group, an estimated $2.05M added.
- The largest Phunware seller in Q4 2024 was Morgan Stanley, an estimated $145K sold.
Based on aggregated 13F filings for Q4 2024.