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PhenixFIN
17 hedge funds and large institutions have $22.3M invested in PhenixFIN in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
6% more funds holding
Funds holding: 16 → 17 (+1)
0.19% more ownership
Funds ownership: 23.23% → 23.42% (+0.19%)
6% less capital invested
Capital invested by funds: $23.8M → $22.3M (-$1.48M)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
2
Increased
3
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
ACM
Adalta Capital Management
New York
|
+$152K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$28.9K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$14K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.66K |
| 5 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$3.82K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$110K |
| 2 |
Legal & General Group
London,
United Kingdom
|
-$71.3K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.34K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.9K |
