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PhenixFIN
19 hedge funds and large institutions have $20.8M invested in PhenixFIN in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
12% more funds holding
Funds holding: 17 → 19 (+2)
0.05% more ownership
Funds ownership: 23.42% → 23.47% (+0.05%)
7% less capital invested
Capital invested by funds: $22.3M → $20.8M (-$1.48M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
2
Increased
3
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$111K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$87K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.1K |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$486 |
| 5 |
Wells Fargo
San Francisco,
California
|
-$486 |
