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PhenixFIN
PFX

12 hedge funds and large institutions have $14.1M invested in PhenixFIN in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.81% less ownership

Funds ownership: 19.92% → 17.12% (-2.8%)

9% less capital invested

Capital invested by funds: $15.6M → $14.1M (-$1.48M)

29% less funds holding

Funds holding: 17 → 12 (-5)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
12
Holders Change
-5
Holders Change %
-29.41%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
1
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Adalta Capital Management
New York
+$41.8K
2
IA
IFG Advisory
Georgia
+$293

Top Sellers

Rank Fund Capital Flow
1
2L
22NW LP
Washington
-$1.68M
2
Raymond James Financial
Raymond James Financial
Florida
-$935K
3
Morgan Stanley
Morgan Stanley
New York
-$20.8K
4
UBS Group
UBS Group
Switzerland
-$15K
5
LWMI
Legacy Wealth Management (Idaho)
Idaho
-$7.81K

PFX Hedge Fund Activity: Q2 2026 in Review

12 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q2 2026, worth a combined $14.1M — down 9.5% from $15.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PFX and 1 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 1 added.

The largest buyer was Adalta Capital Management, adding an estimated $41.8K. The largest seller was 22NW LP, exiting entirely with an estimated $1.68M sold.

  • 12 institutional investors held PhenixFIN (PFX) as of Q2 2026, down from 17 in Q1 2026.
  • Funds reported $14.1M of PhenixFIN stock for Q2 2026, down 9.5% quarter-over-quarter.
  • 1 fund opened new PhenixFIN positions in Q2 2026 and 6 closed out, a net change of -5 holders.
  • The largest PhenixFIN buyer in Q2 2026 was Adalta Capital Management, an estimated $41.8K added.
  • The largest PhenixFIN seller in Q2 2026 was 22NW LP, an estimated $1.68M sold.

Based on aggregated 13F filings for Q2 2026.