We are live on ! Find out more
PHIN icon

Phinia Inc

333 hedge funds and large institutions have $1.77B invested in Phinia Inc in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 97 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more capital invested

Capital invested by funds: $1.67B → $1.77B (+$102M)

3.55% more ownership

Funds ownership: 96.46%100.02% (+3.6%)

1% less funds holding

Funds holding: 336333 (-3)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

8% less call options, than puts

Call options by funds: $1.41M | Put options by funds: $1.54M

22% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 124

Holders
333
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
40
Increased
97
Reduced
124
Closed
41
Calls
$1.41M
Puts
$1.54M
Net Calls
-$124K
Net Calls Change
-$734K
Name Holding Trade Value Shares
Change
Change in
Stake
OW
251
Olistico Wealth
Oklahoma
$9.43K
WWM
252
Wolff Wiese Magana
California
$8.94K
SS
253
Sunbelt Securities
Texas
$8.14K
MA
254
Montag & Associates
Georgia
$8.01K
CAL
255
Capital Analysts LLC
Pennsylvania
$8K
JWA
256
JFS Wealth Advisors
Pennsylvania
$7.76K
TPWA
257
Twin Peaks Wealth Advisors
California
$7.75K +$5.99K +142 New
AF
258
Allworth Financial
California
$7.44K -$675 -16 -9%
AGWCA
259
Annis Gardner Whiting Capital Advisors
Florida
$6.85K +$380 +9 +6%
TC
260
Truvestments Capital
Florida
$6.45K +$42 +1 +0.7%
CTC
261
Central Trust Company
Missouri
$6.41K
HFM
262
Harvest Fund Management
China
$6K
VCM
263
Versant Capital Management
Arizona
$5.47K -$338 -8 -6%
PWAM
264
Private Wealth Asset Management
Iowa
$5.34K
PS
265
Principal Securities
Iowa
$4.8K +$2.62K +62 +135%
AF
266
Advisornet Financial
Minnesota
$4.72K
DWM
267
Dogwood Wealth Management
Kansas
$4.57K +$4.09K +97 New
CAM
268
Costello Asset Management
Pennsylvania
$4.45K
CH
269
Cromwell Holdings
Wyoming
$4.36K
MCM
270
MAI Capital Management
Ohio
$4.31K +$1.73K +41 +73%
Optiver Holding
271
Optiver Holding
Netherlands
$4.14K -$1.52K -36 -28%
WA
272
WPG Advisers
Maryland
$4.14K +$591 +14 +18%
SFCL
273
Strengthening Families & Communities LLC
Massachusetts
$3.85K
LI
274
LRI Investments
Florida
$3.78K +$3.33K +79 +1,317%
GWM
275
Geneos Wealth Management
Colorado
$3.74K -$8.99K -213 -72%

PHIN Hedge Fund Activity: Q2 2025 in Review

333 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Phinia Inc (PHIN) for Q2 2025, worth a combined $1.77B — up 6.1% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of PHIN and 40 opened new positions — a net loss of 1 holder — while 124 trimmed existing stakes and 97 added.

The largest buyer was FIFTHDELTA, opening a new position worth an estimated $27.8M. The largest seller was BlackRock, cutting an estimated $17.4M.

  • 333 institutional investors held Phinia Inc (PHIN) as of Q2 2025, down from 336 in Q1 2025.
  • Funds reported $1.77B of Phinia Inc stock for Q2 2025, up 6.1% quarter-over-quarter.
  • 40 funds opened new Phinia Inc positions in Q2 2025 and 41 closed out, a net change of -1 holder.
  • The largest Phinia Inc buyer in Q2 2025 was FIFTHDELTA, an estimated $27.8M added.
  • The largest Phinia Inc seller in Q2 2025 was BlackRock, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2025.