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Phunware
PHUN

37 hedge funds and large institutions have $5.16M invested in Phunware in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

6% more funds holding

Funds holding: 35 → 37 (+2)

1.34% more ownership

Funds ownership: 12.49% → 13.83% (+1.3%)

26% less capital invested

Capital invested by funds: $6.94M → $5.16M (-$1.77M)

95% less call options, than puts

Call options by funds: $67K | Put options by funds: $1.38M

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
5
Closed
7
Calls
$67K
Puts
$1.38M
Net Calls
-$1.31M
Net Calls Change
-$1.4M

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$216K
2
UBS Group
UBS Group
Switzerland
+$172K
3
CF
Cantor Fitzgerald
New York
+$81.4K
4
XT
XTX Topco
Cayman Islands
+$76.3K
5
Citadel Advisors
Citadel Advisors
Florida
+$63.6K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$71K
2
Marshall Wace
Marshall Wace
United Kingdom
-$68.2K
3
LPL Financial
LPL Financial
California
-$28.3K
4
VF
Virtu Financial
New York
-$28K
5
Citigroup
Citigroup
New York
-$25.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$213 -$22.9K -9,836 -99%
TRCT
27
Tower Research Capital (TRC)
New York
$170 +$214 +92 New
Simplex Trading
28
Simplex Trading
Illinois
$94 +$119 +51 New
HI
29
Harbour Investments
Wisconsin
$65 – – –
MCM
30
MAI Capital Management
Ohio
$56 – – –
VR
31
Vision Retirement
New Jersey
$56 +$70 +30 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$46 +$58 +25 New
Bank of America
33
Bank of America
North Carolina
$43 -$71K -30,499 -100%
II
34
Inspire Investing
Idaho
$6 +$7 +3 New
SPIA
35
Steward Partners Investment Advisory
New York
$4 – – –
CA
36
CoreCap Advisors
Michigan
$2 – – –
Marshall Wace
37
Marshall Wace
United Kingdom
– -$68.2K -24,807 Closed
LPL Financial
38
LPL Financial
California
– -$28.3K -10,274 Closed
VF
39
Virtu Financial
New York
– -$28K -10,251 Closed
FFO
40
Fortitude Family Office
Arizona
– -$481 -175 Closed
Fidelity Investments
41
Fidelity Investments
Massachusetts
– -$352 -128 Closed
PS
42
Principal Securities
Iowa
– -$88 -32 Closed
WANY
43
Wealthspire Advisors (New York)
New York
– -$6 -2 Closed
1
2

PHUN Hedge Fund Activity: Q4 2025 in Review

37 of the 8,245 institutional investors tracked by Wall St. Rank reported a position in Phunware (PHUN) for Q4 2025, worth a combined $5.16M — down 26% from $6.94M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PHUN positions and 7 closed out — a net gain of 3 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $216K. The largest seller was Bank of America, cutting an estimated $71K.

  • 37 institutional investors held Phunware (PHUN) as of Q4 2025, up from 35 in Q3 2025.
  • Funds reported $5.16M of Phunware stock for Q4 2025, down 26% quarter-over-quarter.
  • 10 funds opened new Phunware positions in Q4 2025 and 7 closed out, a net change of +3 holders.
  • The largest Phunware buyer in Q4 2025 was Susquehanna International Group, an estimated $216K added.
  • The largest Phunware seller in Q4 2025 was Bank of America, an estimated $71K sold.

Based on aggregated 13F filings for Q4 2025.