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PhenixFIN
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Overview Fund Activity

16 hedge funds and large institutions have $23.7M invested in PhenixFIN in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
2
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Adalta Capital Management
New York
$8.62M
2
Raymond James Financial
Raymond James Financial
Florida
$1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.05M
2
AF
Allworth Financial
California
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$1.01K
4
UBS Group
UBS Group
Switzerland
$99.4K
5
Bank of America
Bank of America
North Carolina
$10.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1
Adalta Capital Management
New York
$8.62M +$70.5K +1,390 +0.8%
2L
2
22NW LP
Washington
$5.98M – – –
AFG
3
American Financial Group
Ohio
$3.26M – – –
Morgan Stanley
4
Morgan Stanley
New York
$3.05M -$82.3K -1,625 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$1M +$203 +4 +0%
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 -$8K -158 -7%
Wells Fargo
9
Wells Fargo
California
$13.2K – – –
Bank of America
10
Bank of America
North Carolina
$10.5K -$5.07K -100 -32%
LWMI
11
Legacy Wealth Management (Idaho)
Idaho
$10.1K – – –
LIS
12
Legacy Investment Solutions
Idaho
$10.1K +$10.1K +200 New
AIC
13
Archer Investment Corporation
Indiana
$6.38K – – –
MCM
14
MAI Capital Management
Ohio
$1.12K – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$1.01K -$26.6K -525 -96%
HNB
16
Huntington National Bank
Ohio
$1 – – –
AF
17
Allworth Financial
California
– -$38.9K -2,223 Closed