PhenixFIN Corp (PFX) Institutional Ownership

Ownership Summary

PhenixFIN Corp (NASDAQ:PFX) has 19 institutional investors that have filed 13F reports for the period ending December 2025.

• Their combined ownership stood at 23.8% of outstanding shares in December 2025, up from 23.3% in September 2025.
• They increased total shares held in PhenixFIN by 1.66% from last quarter, and the number of investors in PFX stayed flat annually.
• Among the 19 funds, 6 bought more PhenixFIN shares, 6 sold down, and 7 held their ground.
• Institutional investors collectively held 477.11K shares in PhenixFIN 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.
• Leading buyers of PhenixFIN shares for the quarter ending December 2025 were Legal & General Group Plc (2.05K), Raymond James Financial Inc (1.57K), UBS Group AG (358), Wells Fargo & Company/Mn (1).
• Top sellers of PFX stock for the quarter ending December 2025 included 22NW, LP (74.77K), Morgan Stanley (448).
• Business Quant data shows the 10 biggest positions in PhenixFIN as of December 2025 are held by Adalta Capital Management LLC (175.57K), American Financial Group Inc (64.33K), Morgan Stanley (54.96K), 22NW, LP (43.12K), Raymond James Financial Inc (23.94K), Bulldog Investors, LLP (19.22K), Legal & General Group Plc (15.14K), UBS Group AG (488), OSAIC HOLDINGS, INC. (400), Allworth Financial LP (286).