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PhenixFIN
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16 hedge funds and large institutions have $23.8M invested in PhenixFIN in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.11% less ownership

Funds ownership: 23.34% → 23.23% (-0.11%)

5% less capital invested

Capital invested by funds: $24.9M → $23.8M (-$1.13M)

Holders
16
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
+$70.5K
2
+$15.3K
3
+$203

Top Sellers

1
-$82.3K
2
-$38.9K
3
-$8K
4
Bank of America
Bank of America
North Carolina
-$5.07K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Adalta Capital Management
New York
$8.62M
2L
2
22NW LP
Washington
$5.98M
AFG
3
American Financial Group
Ohio
$3.26M
Morgan Stanley
4
Morgan Stanley
New York
$3.05M
Raymond James Financial
5
Raymond James Financial
Florida
$1M
BI
6
Bulldog Investors
New Jersey
$973K
Legal & General Group
7
Legal & General Group
United Kingdom
$717K
UBS Group
8
UBS Group
Switzerland
$99.4K
Osaic Holdings
9
Osaic Holdings
Arizona
$42.9K
Wells Fargo
10
Wells Fargo
California
$13.2K
Bank of America
11
Bank of America
North Carolina
$10.5K
LWMI
12
Legacy Wealth Management (Idaho)
Idaho
$10.1K
LIS
13
Legacy Investment Solutions
Idaho
$10.1K
AIC
14
Archer Investment Corporation
Indiana
$6.38K
MCM
15
MAI Capital Management
Ohio
$1.11K
HNB
16
Huntington National Bank
Ohio
$1
AF
17
Allworth Financial
California
–