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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
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$890
DMBA
302
Deseret Mutual Benefit Administrators
Utah
$845
FNWA
303
Financial Network Wealth Advisors
Utah
$801
WIM
304
Westside Investment Management
California
$801
PWMG
305
Prestige Wealth Management Group
New Jersey
$757
MIM
306
MTM Investment Management
South Carolina
$756 +$717 +17 New
FFO
307
Fortitude Family Office
Arizona
$712 -$42 -1 -6%
CT
308
Clearstead Trust
Maine
$668 +$633 +15 New
BHWM
309
Beaird Harris Wealth Management
Texas
$623 +$591 +14 New
RTL
310
Red Tortoise LLC
Georgia
$534
KFI
311
Key Financial Inc
Pennsylvania
$445
MCM
312
Manchester Capital Management
Vermont
$356
PWMG
313
Private Wealth Management Group
New Jersey
$356
S
314
Sachetta
Massachusetts
$356
DF
315
DecisionPoint Financial
Arizona
$282 +$253 +6 New
GEA
316
Glen Eagle Advisors
New Jersey
$222
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$222 +$211 +5 New
DF
318
Dunhill Financial
United Kingdom
$201 -$42 -1 -20%
B
319
Birchbrook
Maine
$188
CAWM
320
Capital A Wealth Management
Pennsylvania
$182 +$253 +6 New
SIC
321
SJS Investment Consulting
Ohio
$178 -$127 -3 -43%
AWM
322
Abound Wealth Management
Tennessee
$178 -$42 -1 -20%
BGAI
323
Bruce G. Allen Investments
Colorado
$178
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$178
PA
325
Pineridge Advisors
Missouri
$133

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.