We are live on ! Find out more
PHIN icon

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
LI
301
LRI Investments
Florida
$7.05K +$1.26K +18 +21%
SWM
302
SHP Wealth Management
Massachusetts
$6.84K +$5.59K +80 +400%
CH
303
Cromwell Holdings
Wyoming
$6.71K
DWM
304
Dogwood Wealth Management
Kansas
$6.64K
WA
305
WPG Advisers
Maryland
$6.02K +$140 +2 +2%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.64K -$48.7K -698 -89%
BFS
307
Bare Financial Services
Pennsylvania
$5K +$4.26K +61 +508%
NA
308
NewEdge Advisors
Louisiana
$4.93K +$210 +3 +4%
TPCW
309
TD Private Client Wealth
New York
$4.86K +$279 +4 +6%
SN
310
Sittner & Nelson
Oregon
$4.11K
BIA
311
Bell Investment Advisors
California
$4.11K +$489 +7 +13%
AAP
312
Arax Advisory Partners
Colorado
$3.87K +$2.31K +33 +174%
MA
313
MCF Advisors
Kentucky
$3.83K
SFCL
314
Strengthening Families & Communities LLC
Massachusetts
$3.64K
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$3.56K +$1.05K +15 +41%
UFPG
316
United Financial Planning Group
New York
$3.56K +$3.63K +52 New
HI
317
Harbour Investments
Wisconsin
$3.44K +$3.49K +50 New
CFO
318
CVA Family Office
Colorado
$3.08K
KFAS
319
Keating Financial Advisory Services
Kansas
$3.08K +$3.14K +45 New
WSFS
320
Wilmington Savings Fund Society
Delaware
$2.74K
CA
321
Clearstead Advisors
Ohio
$2.74K +$2.79K +40 New
B
322
Bayban
Minnesota
$2.67K +$2.72K +39 New
HNW
323
High Note Wealth
Minnesota
$2.46K
IAIM
324
International Assets Investment Management
Florida
$2.44K
IAS
325
IMA Advisory Services
Colorado
$2.4K -$70 -1 -3%

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.