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Phinia Inc

386 hedge funds and large institutions have $2.61B invested in Phinia Inc in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

20% more call options, than puts

Call options by funds: $623K | Put options by funds: $520K

7% more capital invested

Capital invested by funds: $2.43B → $2.61B (+$177M)

5% more funds holding

Funds holding: 369386 (+17)

0.33% less ownership

Funds ownership: 100.99%100.66% (-0.33%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 136

Holders
386
Holders Change
+17
Holders Change %
+4.61%
% of All Funds
4.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
59
Increased
109
Reduced
136
Closed
36
Calls
$623K
Puts
$520K
Net Calls
+$103K
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
276
AssetMark Inc
California
$26.3K +$2.44K +35 +10%
ASN
277
Advisory Services Network
Georgia
$23.4K +$23.9K +342 New
AF
278
Allworth Financial
California
$22.9K +$9.22K +132 +65%
UB
279
UMB Bank
Missouri
$21.4K +$140 +2 +0.6%
MHR
280
Matthew Hamilton Rosenberg
$21.2K
EB
281
Eastern Bank
Massachusetts
$19K
SAM
282
Smartleaf Asset Management
Massachusetts
$18.5K -$25.4K -363 -56%
KAS
283
Kemnay Advisory Services
New York
$16.6K +$17K +243 New
CMA
284
Cedar Mountain Advisors
Oregon
$15.4K +$15.6K +224 +22,400%
OW
285
Olistico Wealth
Oklahoma
$14.5K
WTC
286
WhitTier Trust Company
Nevada
$13.9K -$908 -13 -6%
WWM
287
Wolff Wiese Magana
California
$13.8K
MA
288
Montag & Associates
Georgia
$12.3K
JWA
289
JFS Wealth Advisors
Pennsylvania
$12.1K
CAL
290
Capital Analysts LLC
Pennsylvania
$12K
SS
291
Sunbelt Securities
Texas
$11.6K
MG
292
Mather Group
Illinois
$10.8K +$11K +158 New
AGWCA
293
Annis Gardner Whiting Capital Advisors
Florida
$10.5K
OC
294
Oakworth Capital
Alabama
$10.1K
C
295
Covestor
United Kingdom
$10K +$6.7K +96 +168%
CTC
296
Central Trust Company
Missouri
$9.86K
Barrow, Hanley, Mewhinney & Strauss
297
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.62K -$349 -5 -4%
PWAM
298
Private Wealth Asset Management
Iowa
$8.21K
TPWA
299
Twin Peaks Wealth Advisors
California
$7.87K +$8.03K +115 New
PFBT
300
Parkside Financial Bank & Trust
Missouri
$7.05K

PHIN Hedge Fund Activity: Q1 2026 in Review

386 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Phinia Inc (PHIN) for Q1 2026, worth a combined $2.61B — up 7.3% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PHIN positions and 36 closed out — a net gain of 23 holders — while 109 added to existing stakes and 136 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $51.4M. The largest seller was Voss Capital, cutting an estimated $56.4M.

  • 386 institutional investors held Phinia Inc (PHIN) as of Q1 2026, up from 369 in Q4 2025.
  • Funds reported $2.61B of Phinia Inc stock for Q1 2026, up 7.3% quarter-over-quarter.
  • 59 funds opened new Phinia Inc positions in Q1 2026 and 36 closed out, a net change of +23 holders.
  • The largest Phinia Inc buyer in Q1 2026 was Fidelity Investments, an estimated $51.4M added.
  • The largest Phinia Inc seller in Q1 2026 was Voss Capital, an estimated $56.4M sold.

Based on aggregated 13F filings for Q1 2026.