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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
EP
351
Essential Partners
California
$890
RF
352
Rossby Financial
Florida
$835 +$838 +12 New
JWM
353
JPL Wealth Management
Colorado
$822 +$838 +12 New
RTL
354
Red Tortoise LLC
Georgia
$821
GWM
355
Gilpin Wealth Management
Colorado
$753 +$489 +7 +175%
TFA
356
Transamerica Financial Advisors
Florida
$752
KFI
357
Key Financial Inc
Pennsylvania
$684
CCMI
358
Creative Capital Management Investments
California
$684 +$698 +10 New
BBHC
359
Brown Brothers Harriman & Co
New York
$548
PWMG
360
Private Wealth Management Group
New Jersey
$548
GBT
361
Grove Bank & Trust
Florida
$479 +$349 +5 +250%
TM
362
Torren Management
California
$418 -$8.38K -120 -95%
DF
363
DecisionPoint Financial
Arizona
$411
RWM
364
Rialto Wealth Management
New York
$411 +$419 +6 New
ZBNA
365
Zions Bancorporation, National Association
Utah
$411 +$419 +6 New
DF
366
Dunhill Financial
United Kingdom
$352
TWD
367
True Wealth Design
Ohio
$343
NS
368
NBC Securities
Alabama
$342 -$70 -1 -17%
MFP
369
Meramec Financial Planners
Missouri
$296
B
370
Birchbrook
Maine
$294
S
371
Sachetta
Massachusetts
$274 -$279 -4 -50%
AWM
372
Abound Wealth Management
Tennessee
$274
BGAI
373
Bruce G. Allen Investments
Colorado
$274
DPW
374
DiNuzzo Private Wealth
Pennsylvania
$274
ECA
375
Elevated Capital Advisors
Utah
$274

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.