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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
SIC
326
SJS Investment Consulting
Ohio
$2.34K +$2.1K +30 +750%
BTI
327
Blue Trust Inc
Georgia
$2.12K
SIS
328
Sound Income Strategies
Florida
$1.83K
TFIPS
329
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.78K
AT
330
Arlington Trust
Alabama
$1.78K +$1.82K +26 New
AFC
331
Ares Financial Consulting
California
$1.74K
FS
332
Financially Speaking
Colorado
$1.64K
PWA
333
Physician Wealth Advisors
Utah
$1.64K
RFP
334
Root Financial Partners
California
$1.64K +$559 +8 +50%
WA
335
Whipplewood Advisors
Colorado
$1.64K +$1.68K +24 New
IPS
336
Investors Portfolio Services
Washington
$1.58K +$1.4K +20 New
NRG
337
Nemes Rush Group
Michigan
$1.57K
IWS
338
Intentional Wealth Strategies
Colorado
$1.57K +$1.61K +23 New
Optiver Holding
339
Optiver Holding
Netherlands
$1.51K -$768 -11 -33%
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$1.37K
BHWM
341
Beaird Harris Wealth Management
Texas
$1.3K
OCWP
342
Owl Creek Wealth Partners
Colorado
$1.3K +$1.33K +19 New
HNB
343
Huntington National Bank
Ohio
$1.3K -$140 -2 -10%
MAM
344
Marquette Asset Management
Minnesota
$1.23K +$1.26K +18 New
PWMG
345
Prestige Wealth Management Group
New Jersey
$1.16K
MIM
346
MTM Investment Management
South Carolina
$1.16K
FFO
347
Fortitude Family Office
Arizona
$1.09K
CTA
348
Colonial Trust Advisors
South Carolina
$1.03K -$18.2K -260 -95%
CAL
349
Capital Advisors Ltd
Ohio
$1K
MCM
350
Manchester Capital Management
Vermont
$959

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.