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Phunware

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: 3431 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99M +$987K +257,025 +34%
BlackRock
2
BlackRock
New York
$1.57M -$4.24K -1,105 -0.2%
UBS Group
3
UBS Group
Switzerland
$1.35M +$1.32M +343,419 +301%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$649K +$24.1K +6,278 +3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$380K +$20.4K +5,315 +4%
State Street
6
State Street
Massachusetts
$298K +$215K +56,000 +124%
Group One Trading
7
Group One Trading
Illinois
$160K +$144K +37,581 +226%
Northern Trust
8
Northern Trust
Illinois
$119K -$21.1K -5,493 -12%
Citadel Advisors
9
Citadel Advisors
Florida
$86.2K +$112K +29,228 New
Morgan Stanley
10
Morgan Stanley
New York
$79.8K +$24.7K +6,433 +31%
Jane Street
11
Jane Street
New York
$34.8K +$45.3K +11,811 New
AWS
12
Atria Wealth Solutions
New York
$29.5K +$38.4K +10,000 New
Charles Schwab
13
Charles Schwab
California
$29.5K +$38.4K +10,000 New
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.7K +$5.76K +1,500 +33%
TRCT
15
Tower Research Capital (TRC)
New York
$15.3K +$20K +5,198 New
Osaic Holdings
16
Osaic Holdings
Arizona
$7.88K -$2.74K -714 -21%
CIAM
17
Caitong International Asset Management
Hong Kong
$6.6K +$8.58K +2,236 New
Wells Fargo
18
Wells Fargo
California
$2.22K -$77 -20 -3%
SS
19
SBI Securities
Japan
$1.38K +$142 +37 +9%
GSWM
20
Golden State Wealth Management
California
$590
Bank of America
21
Bank of America
North Carolina
$508 +$31 +8 +5%
PS
22
Principal Securities
Iowa
$166
HI
23
Harbour Investments
Wisconsin
$103 +$134 +35 New
MCM
24
MAI Capital Management
Ohio
$89
HIA
25
HFM Investment Advisors
New Jersey
$30 +$38 +10 New

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.