PhenixFIN
PFX
16 hedge funds and large institutions have $24.9M invested in PhenixFIN in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
4% more capital invested
Capital invested by funds: $24M → $24.9M (+$948K)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.34% less ownership
Funds ownership: 23.68% → 23.34% (-0.34%)
20% less funds holding
Funds holding: 20 → 16 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Adalta Capital Management
New York
|
+$660K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$81.8K |
| 3 |
Morgan Stanley
New York
|
+$66.1K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$26.8K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$9.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Crossingbridge Advisors
Pleasantville,
New York
|
-$507K |
| 2 |
CLOS
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
-$123K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.13K |
PFX Hedge Fund Activity: Q1 2025 in Review
16 of the 7,470 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q1 2025, worth a combined $24.9M — up 4% from $24M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PFX and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 6 added.
The largest buyer was Adalta Capital Management, adding an estimated $660K. The largest seller was Crossingbridge Advisors, exiting entirely with an estimated $507K sold.
- 16 institutional investors held PhenixFIN (PFX) as of Q1 2025, down from 20 in Q4 2024.
- Funds reported $24.9M of PhenixFIN stock for Q1 2025, up 4% quarter-over-quarter.
- 0 funds opened new PhenixFIN positions in Q1 2025 and 2 closed out, a net change of -2 holders.
- The largest PhenixFIN buyer in Q1 2025 was Adalta Capital Management, an estimated $660K added.
- The largest PhenixFIN seller in Q1 2025 was Crossingbridge Advisors, an estimated $507K sold.
Based on aggregated 13F filings for Q1 2025.