PhenixFIN
PFX
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
PFX Hedge Fund Activity: Q3 2025 in Review
17 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q3 2025, worth a combined $22.3M — down 6.2% from $23.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PFX positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Adalta Capital Management, adding an estimated $152K. The largest seller was Morgan Stanley, cutting an estimated $110K.
- 17 institutional investors held PhenixFIN (PFX) as of Q3 2025, up from 16 in Q2 2025.
- Funds reported $22.3M of PhenixFIN stock for Q3 2025, down 6.2% quarter-over-quarter.
- 2 funds opened new PhenixFIN positions in Q3 2025 and 0 closed out, a net change of +2 holders.
- The largest PhenixFIN buyer in Q3 2025 was Adalta Capital Management, an estimated $152K added.
- The largest PhenixFIN seller in Q3 2025 was Morgan Stanley, an estimated $110K sold.
Based on aggregated 13F filings for Q3 2025.