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Phunware
PHUN

31 hedge funds and large institutions have $7.83M invested in Phunware in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

2.08% more ownership

Funds ownership: 11.07% → 13.15% (+2.1%)

9% less funds holding

Funds holding: 34 → 31 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

32% less capital invested

Capital invested by funds: $11.5M → $7.83M (-$3.63M)

71% less call options, than puts

Call options by funds: $315K | Put options by funds: $1.07M

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
10
Reduced
4
Closed
13
Calls
$315K
Puts
$1.07M
Net Calls
-$756K
Net Calls Change
-$2.07M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.32M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$987K
3
State Street
State Street
Massachusetts
+$215K
4
Group One Trading
Group One Trading
Illinois
+$144K
5
Citadel Advisors
Citadel Advisors
Florida
+$112K

Top Sellers

Rank Fund Capital Flow
1
SAM
Soviero Asset Management
New York
-$520K
2
Two Sigma Investments
Two Sigma Investments
New York
-$392K
3
Simplex Trading
Simplex Trading
Illinois
-$177K
4
Marshall Wace
Marshall Wace
United Kingdom
-$122K
5
EGM
Engineers Gate Manager
New York
-$92.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
26
Sound Income Strategies
Florida
$12 +$15 +4 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$9 +$12 +3 New
SPIA
28
Steward Partners Investment Advisory
New York
$6 – – –
CA
29
CoreCap Advisors
Michigan
$3 – – –
NA
30
NewEdge Advisors
Louisiana
$3 +$4 +1 New
SAM
31
Soviero Asset Management
New York
– -$520K -100,000 Closed
Two Sigma Investments
32
Two Sigma Investments
New York
– -$392K -75,478 Closed
Simplex Trading
33
Simplex Trading
Illinois
– -$177K -46,151 Closed
Marshall Wace
34
Marshall Wace
United Kingdom
– -$122K -23,532 Closed
EGM
35
Engineers Gate Manager
New York
– -$92.3K -17,753 Closed
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
– -$88.5K -17,027 Closed
SSA
37
Schonfeld Strategic Advisors
New York
– -$84.9K -16,322 Closed
Wolverine Trading
38
Wolverine Trading
Illinois
– -$77K -13,946 Closed
Millennium Management
39
Millennium Management
New York
– -$56.6K -10,883 Closed
Belvedere Trading
40
Belvedere Trading
Illinois
– -$8.56K -1,646 Closed
Citigroup
41
Citigroup
New York
– -$3.84K -738 Closed
LFG
42
Larson Financial Group
Missouri
– -$78 -15 Closed
T
43
Transce3nd
Texas
– -$10 -2 Closed
1
2

PHUN Hedge Fund Activity: Q1 2025 in Review

31 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Phunware (PHUN) for Q1 2025, worth a combined $7.83M — down 32% from $11.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PHUN and 11 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 10 added.

The largest buyer was UBS Group, adding an estimated $1.32M. The largest seller was Soviero Asset Management, exiting entirely with an estimated $520K sold.

  • 31 institutional investors held Phunware (PHUN) as of Q1 2025, down from 34 in Q4 2024.
  • Funds reported $7.83M of Phunware stock for Q1 2025, down 32% quarter-over-quarter.
  • 11 funds opened new Phunware positions in Q1 2025 and 13 closed out, a net change of -2 holders.
  • The largest Phunware buyer in Q1 2025 was UBS Group, an estimated $1.32M added.
  • The largest Phunware seller in Q1 2025 was Soviero Asset Management, an estimated $520K sold.

Based on aggregated 13F filings for Q1 2025.