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PhenixFIN
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16 hedge funds and large institutions have $22.3M invested in PhenixFIN in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

more funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
16
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$147K
2
+$28.1K
3
+$6.48K
4
SIS
Sound Income Strategies
Florida
+$3.63K

Top Sellers

1
-$107K
2
-$69.3K
3
-$7.28K
4
Bank of America
Bank of America
North Carolina
-$4.76K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Adalta Capital Management
New York
$8.21M
2L
2
22NW LP
Washington
$5.6M
AFG
3
American Financial Group
Ohio
$3.06M
Morgan Stanley
4
Morgan Stanley
New York
$2.76M
Raymond James Financial
5
Raymond James Financial
Florida
$970K
BI
6
Bulldog Investors
New Jersey
$915K
Legal & General Group
7
Legal & General Group
United Kingdom
$605K
UBS Group
8
UBS Group
Switzerland
$100K
Osaic Holdings
9
Osaic Holdings
Arizona
$33.8K
Wells Fargo
10
Wells Fargo
California
$12.4K
LWMI
11
Legacy Wealth Management (Idaho)
Idaho
$9.53K
AIC
12
Archer Investment Corporation
Indiana
$6K
Bank of America
13
Bank of America
North Carolina
$5.14K
SIS
14
Sound Income Strategies
Florida
$3.63K
MCM
15
MAI Capital Management
Ohio
$1.05K
HNB
16
Huntington National Bank
Ohio
$1