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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

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: 100.99%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
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
EP
351
Essential Partners
California
$890
RF
352
Rossby Financial
Florida
$835
JWM
353
JPL Wealth Management
Colorado
$822
RTL
354
Red Tortoise LLC
Georgia
$821
GWM
355
Gilpin Wealth Management
Colorado
$753
TFA
356
Transamerica Financial Advisors
Florida
$752
KFI
357
Key Financial Inc
Pennsylvania
$684
CCMI
358
Creative Capital Management Investments
California
$684
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
TM
362
Torren Management
California
$418
DF
363
DecisionPoint Financial
Arizona
$411
RWM
364
Rialto Wealth Management
New York
$411
ZBNA
365
Zions Bancorporation, National Association
Utah
$411
DF
366
Dunhill Financial
United Kingdom
$352
TWD
367
True Wealth Design
Ohio
$343
NS
368
NBC Securities
Alabama
$342
MFP
369
Meramec Financial Planners
Missouri
$296
B
370
Birchbrook
Maine
$294
S
371
Sachetta
Massachusetts
$274
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