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PhenixFIN
PFX

17 hedge funds and large institutions have $15.6M invested in PhenixFIN in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

3.55% less ownership

Funds ownership: 23.47% → 19.92% (-3.5%)

11% less funds holding

Funds holding: 19 → 17 (-2)

25% less capital invested

Capital invested by funds: $20.8M → $15.6M (-$5.27M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
–
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Legal & General Group
Legal & General Group
United Kingdom
+$87.7K
2
Raymond James Financial
Raymond James Financial
Florida
+$67.3K
3
UBS Group
UBS Group
Switzerland
+$15.3K
4
Wells Fargo
Wells Fargo
California
+$43

Top Sellers

1
2L
22NW LP
Washington
-$3.2M
2
Morgan Stanley
Morgan Stanley
New York
-$19.2K
3
Bank of America
Bank of America
North Carolina
-$4.77K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Adalta Capital Management
New York
$6.86M – – –
AFG
2
American Financial Group
Ohio
$2.51M – – –
Morgan Stanley
3
Morgan Stanley
New York
$2.15M -$19.2K -448 -0.8%
2L
4
22NW LP
Washington
$1.68M -$3.2M -74,770 -63%
Raymond James Financial
5
Raymond James Financial
Florida
$935K +$67.3K +1,570 +7%
BI
6
Bulldog Investors
New Jersey
$751K – – –
Legal & General Group
7
Legal & General Group
United Kingdom
$602K +$87.7K +2,047 +16%
UBS Group
8
UBS Group
Switzerland
$19.1K +$15.3K +358 +275%
Osaic Holdings
9
Osaic Holdings
Arizona
$15.6K – – –
AF
10
Allworth Financial
California
$11.2K – – –
Wells Fargo
11
Wells Fargo
California
$9.79K +$43 +1 +0.4%
LWMI
12
Legacy Wealth Management (Idaho)
Idaho
$7.81K – – –
AIC
13
Archer Investment Corporation
Indiana
$4.92K – – –
SIS
14
Sound Income Strategies
Florida
$3.04K – – –
MCM
15
MAI Capital Management
Ohio
$430 – – –
US Bancorp
16
US Bancorp
Minnesota
$117 – – –
HNB
17
Huntington National Bank
Ohio
$1 – – –
Bank of America
18
Bank of America
North Carolina
– -$4.77K -108 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– -$2K -50 Closed

PFX Hedge Fund Activity: Q1 2026 in Review

17 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q1 2026, worth a combined $15.6M — down 25% from $20.8M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of PFX and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 4 added.

The largest buyer was Legal & General Group, adding an estimated $87.7K. The largest seller was 22NW LP, cutting an estimated $3.2M.

  • 17 institutional investors held PhenixFIN (PFX) as of Q1 2026, down from 19 in Q4 2025.
  • Funds reported $15.6M of PhenixFIN stock for Q1 2026, down 25% quarter-over-quarter.
  • 0 funds opened new PhenixFIN positions in Q1 2026 and 2 closed out, a net change of -2 holders.
  • The largest PhenixFIN buyer in Q1 2026 was Legal & General Group, an estimated $87.7K added.
  • The largest PhenixFIN seller in Q1 2026 was 22NW LP, an estimated $3.2M sold.

Based on aggregated 13F filings for Q1 2026.