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PhenixFIN
PFX

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 16 → 16 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

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 %
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
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Adalta Capital Management
New York
+$69.3K
2
Osaic Holdings
Osaic Holdings
Arizona
+$15.1K
3
Raymond James Financial
Raymond James Financial
Florida
+$199

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$81K
2
AF
Allworth Financial
California
-$38.9K
3
UBS Group
UBS Group
Switzerland
-$7.88K
4
Bank of America
Bank of America
North Carolina
-$4.99K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Adalta Capital Management
New York
$8.62M +$69.3K +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 -$81K -1,625 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$1M +$199 +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 -$7.88K -158 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$42.9K +$15.1K +302 +55%
Wells Fargo
10
Wells Fargo
California
$13.2K – – –
Bank of America
11
Bank of America
North Carolina
$10.5K -$4.99K -100 -32%
LWMI
12
Legacy Wealth Management (Idaho)
Idaho
$10.1K – – –
LIS
13
Legacy Investment Solutions
Idaho
$10.1K +$9.97K +200 New
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
– -$38.9K -2,223 Closed

PFX Hedge Fund Activity: Q2 2025 in Review

16 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q2 2025, worth a combined $23.8M — down 4.5% from $24.9M a quarter earlier.

Fund positioning in PFX was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.

The largest buyer was Adalta Capital Management, adding an estimated $69.3K. The largest seller was Morgan Stanley, cutting an estimated $81K.

  • 16 institutional investors held PhenixFIN (PFX) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $23.8M of PhenixFIN stock for Q2 2025, down 4.5% quarter-over-quarter.
  • 1 fund opened new PhenixFIN positions in Q2 2025 and 1 closed out, a net change of 0 holders.
  • The largest PhenixFIN buyer in Q2 2025 was Adalta Capital Management, an estimated $69.3K added.
  • The largest PhenixFIN seller in Q2 2025 was Morgan Stanley, an estimated $81K sold.

Based on aggregated 13F filings for Q2 2025.