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
AFAS
201
Acorn Financial Advisory Services
Virginia
$394K -$4.05K -58 -1%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$382K +$1.33K +19 +0.3%
MSRPS
203
Maryland State Retirement & Pension System
Maryland
$376K -$6.7K -96 -2%
Focus Partners Wealth
204
Focus Partners Wealth
Massachusetts
$376K -$94.6K -1,355 -20%
MAM
205
Martingale Asset Management
Massachusetts
$373K +$34.9K +500 +10%
Pathstone Holdings
206
Pathstone Holdings
New Jersey
$361K -$6.77K -97 -2%
KeyBank National Association
207
KeyBank National Association
Ohio
$358K +$365K +5,232 New
EC
208
EntryPoint Capital
New York
$358K +$365K +5,231 New
OF
209
Optimize Financial
California
$358K -$18.2K -260 -5%
LPL Financial
210
LPL Financial
California
$357K +$17.5K +250 +5%
LCM
211
Landscape Capital Management
New Jersey
$351K +$359K +5,134 New
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$345K
Corient Private Wealth
213
Corient Private Wealth
Florida
$335K -$448K -6,414 -57%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$318K -$3.98K -57 -1%
Canada Pension Plan Investment Board
215
Canada Pension Plan Investment Board
Ontario, Canada
$308K -$342K -4,900 -52%
SLAM
216
Swiss Life Asset Management
$307K +$313K +4,479 New
MFS
217
Mirabella Financial Services
United Kingdom
$301K -$249K -3,571 -45%
BWM
218
Baron Wealth Management
Michigan
$300K +$7.05K +101 +2%
MOACM
219
Mutual of America Capital Management
New York
$297K -$3.84K -55 -1%
SOMRS
220
State of Michigan Retirement System
Michigan
$289K
CFG
221
Citizens Financial Group
Rhode Island
$268K +$629 +9 +0.2%
UCFA
222
United Capital Financial Advisors
Texas
$267K +$8.24K +118 +3%
QCM
223
QRG Capital Management
Illinois
$266K +$272K +3,890 New
SRC
224
Shufro Rose & Co
New York
$264K +$269K +3,859 New
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$263K -$9.36K -134 -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.