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Phunware

27 hedge funds and large institutions have $7.48M invested in Phunware in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

4% less capital invested

Capital invested by funds: $7.83M → $7.48M (-$348K)

1.46% less ownership

Funds ownership: 13.15%11.7% (-1.5%)

13% less funds holding

Funds holding: 3127 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

67% less call options, than puts

Call options by funds: $316K | Put options by funds: $946K

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
7
Closed
8
Calls
$316K
Puts
$946K
Net Calls
-$630K
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.24M +$28.4K +9,615 +1%
BlackRock
2
BlackRock
New York
$1.76M +$70.6K +23,903 +4%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$703K +$5.32K +1,799 +0.8%
UBS Group
4
UBS Group
Switzerland
$519K -$869K -293,900 -64%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$348K -$56.4K -19,082 -15%
State Street
6
State Street
Massachusetts
$287K -$31.6K -10,700 -11%
Morgan Stanley
7
Morgan Stanley
New York
$203K +$109K +36,985 +137%
Group One Trading
8
Group One Trading
Illinois
$158K -$12.6K -4,247 -8%
Northern Trust
9
Northern Trust
Illinois
$124K -$3.69K -1,247 -3%
Wolverine Trading
10
Wolverine Trading
Illinois
$40.1K +$38.3K +12,945 New
RS
11
R Squared
Hong Kong
$38.6K +$36K +12,188 New
Charles Schwab
12
Charles Schwab
California
$31.7K
TRCT
13
Tower Research Capital (TRC)
New York
$7.92K -$7.98K -2,700 -52%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.61K -$798 -270 -10%
Wells Fargo
15
Wells Fargo
California
$2.39K
SS
16
SBI Securities
Japan
$1.67K +$168 +57 +12%
Bank of America
17
Bank of America
North Carolina
$691 +$136 +46 +27%
GSWM
18
Golden State Wealth Management
California
$634
FFO
19
Fortitude Family Office
Arizona
$555 +$517 +175 New
HI
20
Harbour Investments
Wisconsin
$111
PS
21
Principal Securities
Iowa
$101
MCM
22
MAI Capital Management
Ohio
$96
Raymond James Financial
23
Raymond James Financial
Florida
$82 +$77 +26 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$13 +$3 +1 +33%
SPIA
25
Steward Partners Investment Advisory
New York
$6

PHUN Hedge Fund Activity: Q2 2025 in Review

27 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in Phunware (PHUN) for Q2 2025, worth a combined $7.48M — down 4.5% from $7.83M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PHUN and 4 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $109K. The largest seller was UBS Group, cutting an estimated $869K.

  • 27 institutional investors held Phunware (PHUN) as of Q2 2025, down from 31 in Q1 2025.
  • Funds reported $7.48M of Phunware stock for Q2 2025, down 4.5% quarter-over-quarter.
  • 4 funds opened new Phunware positions in Q2 2025 and 8 closed out, a net change of -4 holders.
  • The largest Phunware buyer in Q2 2025 was Morgan Stanley, an estimated $109K added.
  • The largest Phunware seller in Q2 2025 was UBS Group, an estimated $869K sold.

Based on aggregated 13F filings for Q2 2025.