PhenixFIN Corp (PFX) Institutional Ownership

Ownership Summary

PhenixFIN Corp (NASDAQ:PFX) appears in 19 institutional 13F filings for the quarter ending December 2025.

• These investors collectively held 23.8% of PhenixFIN's outstanding shares in December 2025, up from 23.3% in September 2025.
• Their total shares held in PFX increased 1.66% from the prior quarter, while the number of investors in PhenixFIN stayed flat year over year.
• Of these 19 funds, 6 grew their exposure to PhenixFIN, 6 cut back, and 7 maintained positions.
• The aggregate institutional position in PhenixFIN amounted to 477.11K shares as of December 2025, up by 7.77K shares quarter on quarter, and down 100.71K shares year over year.
• Adalta Capital Management LLC is the top holder of PhenixFIN as of December 31, 2025, with 175.57K shares representing 8.77% of outstanding stock.
• The most significant purchases of PFX for the quarter ending December 2025 came from Karpus Management, Inc. (7.6K), Adalta Capital Management LLC (2.63K), Raymond James Financial Inc (2.0K), Legal & General Group Plc (398), Royal Bank Of Canada (50).
• The biggest sellers of PhenixFIN for the quarter ending December 2025 included Morgan Stanley (2.51K), UBS Group AG (1.97K), OSAIC HOLDINGS, INC. (297), Bank Of America Corp /De/ (108), Wells Fargo & Company/Mn (11).
• According to Business Quant data, leading holders of PFX for December 2025 are Adalta Capital Management LLC (175.57K), 22NW, LP (117.88K), American Financial Group Inc (64.33K), Morgan Stanley (55.41K), Raymond James Financial Inc (22.37K), Bulldog Investors, LLP (19.22K), Legal & General Group Plc (13.09K), Karpus Management, Inc. (7.6K), OSAIC HOLDINGS, INC. (400), Allworth Financial LP (286).