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Phinia Inc

385 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.33% less ownership

Funds ownership: 100.98%100.65% (-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
385
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$623K
Puts
$520K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
SHP Wealth Management
Massachusetts
$6.84K
CH
302
Cromwell Holdings
Wyoming
$6.71K
DWM
303
Dogwood Wealth Management
Kansas
$6.64K
WA
304
WPG Advisers
Maryland
$6.02K
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.64K
BFS
306
Bare Financial Services
Pennsylvania
$5K
NA
307
NewEdge Advisors
Louisiana
$4.93K
TPCW
308
TD Private Client Wealth
New York
$4.86K
SN
309
Sittner & Nelson
Oregon
$4.11K
BIA
310
Bell Investment Advisors
California
$4.11K
AAP
311
Arax Advisory Partners
Colorado
$3.87K
MA
312
MCF Advisors
Kentucky
$3.83K
SFCL
313
Strengthening Families & Communities LLC
Massachusetts
$3.64K
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$3.56K
UFPG
315
United Financial Planning Group
New York
$3.56K
HI
316
Harbour Investments
Wisconsin
$3.44K
CFO
317
CVA Family Office
Colorado
$3.08K
KFAS
318
Keating Financial Advisory Services
Kansas
$3.08K
WSFS
319
Wilmington Savings Fund Society
Delaware
$2.74K
CA
320
Clearstead Advisors
Ohio
$2.74K
B
321
Bayban
Minnesota
$2.67K
HNW
322
High Note Wealth
Minnesota
$2.46K
IAIM
323
International Assets Investment Management
Florida
$2.44K
IAS
324
IMA Advisory Services
Colorado
$2.4K
SIC
325
SJS Investment Consulting
Ohio
$2.34K